| Area | Process | Format/Tool |
| Business Immersion | Background research and market scan Study of existing market research, marketing and CRM initiatives Detailed interrogation with marketing |
Cartesian Information Needs |
| Setup and Data | Understand your customer data with related transaction and behavior data, feedback and satisfaction scores, call center data, campaign response data etc. | Data files in our marketing software |
| Cluster Building | Utilization of various statistical approaches to build clusters. | Typical methods include K-Means, Hierarchical methods, CHAID etc. |
| Segment Building | Reduce clusters to actionable segments by applying our expertise in CRM and direct marketing. | Pen pictures for each cluster |
| Segmentation Workshop | Rating and ranking of segments based on internal utility and importance | Half/ full day iterative workshop format |
| Final Report and Discussion | Final report on the identified segments, their profiles, the action points, and the tracking mechanism | Report/Presentation |