Customer ROI Survey

Project Background

Goals

• Equip the sales team with real customer data to replace anecdotal claims with validated, quantifiable proof points.

• Build a credible, customer-backed foundation for ROI conversations in the sales process.

Deliverables

• Customer survey with all supporting distribution assets.

• Sales ROI cheat sheet.

• Value framework with supporting ROI data.

• Sales pitch slides developed with creative design team.

Creative Process

Survey Design

• Wrote survey questions and selected response format to draw out the specific ROI data points the sales team needed to make confident claims.

Distribution & Data Collection

• Built all supporting assets to execute the survey distribution and drive responses.

• Gathered 208 responses across 186 unique customer clients to ensure findings reflected a broad cross-section of the customer base.

Data Analysis & Distillation

• Analyzed survey findings to surface the most compelling and credible ROI data points.

• Distilled results into a concise sales ROI cheat sheet, formatted for quick reference during sales conversations.

Translating Insights into Sales Assets

• Built findings into value messaging the sales team could confidently use.

• Collaborated with the creative design team to develop pitch slides that brought the data to life in sales conversations.