top of page

Client Engagement Insights

Experience shows that small research projects can lead to noticeable improvements in the client experience and customer retention. As a social scientist by training, I conduct research that helps small businesses and nonprofits understand why people aren’t engaging with an organization and identify small, affordable changes that make a real difference in the client experience. Research methods differ significantly, and we’ll meet to discuss which method is best for your situation.

Goals.

Every project is different. Depending on what your project needs, goals may include:

Assess Client Behavior and Preferences

  • Track why users click or skip website features

  • Identify the exact products and services customers want

  • Map real client behaviors, pain points, and friction areas

  • Pinpoint where and why website users get frustrated​

  • Surface unanswered questions clients have about your offerings

  • Measure how clients perceive your company image

  • Isolate the specific information that triggers a purchase

  • Evaluate why clients choose you over competitors

  • Analyze why potential clients select other companies

​​

Pinpoint Specific Areas of Improvement

  • Optimize website user navigation and flow

  • Elevate overall client perception of the company

  • Boost client satisfaction metrics

  • Increase long-term client retention rates

Services include:

  • Tailored proposal outlining goals, statement of work, timeline, and budget

  • Alignment of business challenges with appropriate research method

  • Data collection on client behavior and preferences

  • Data analysis on client trends and patterns

  • Creation of Client Engagement Insights Final Report

  • Client Engagement Insights Final Report includes:

    • Summary of Findings

    • Key Data-Driven Themes

    • Translation of Research Results into Client Insights

    • Specific Recommendations categorized into:

      • Immediate Strategic Actions: high-priority actions that make an immediate impact and address urgent needs

      • Long-Term Strategic Recommendations: future-focused actions requiring strategic planning and prioritization 

      • Phased Implementation Roadmap: a sequential step-by-step framework outlining what to do next

How it works:

  1. We meet for a 20-minute free consultation to discuss your current challenges.

  2. We agree on a Project Proposal.

  3. I conduct the research, analyze the data, and create a Client Engagement Final Report. 

  4. We meet to go over the Client Engagement Final Report and address any remaining questions.

Pricing:

Surveys gain insight from a large number of respondents and ensure anonymity 

  • Pricing $1,000-1,500 includes:

  • Survey construction (question creation and flow, operationalization of variables), survey implementation, monitoring, data analysis, and creation of Client Engagement Insights Final Report

 

Semi-Structured Interviews dig deeper into client experiences and observations

  • Pricing: $1,000-$1,500 includes:

    • question creation and flow, coordinating and conducting interviews, data analysis, and creation of Client Engagement Insights Final Report

 

User Experience Research identify user needs, pain points and ease points

  • Pricing: $1,250-$3,000 includes:

  • In-depth user experience research, including UX testing prototype preparation, coordinating and facilitating UX sessions, data analysis, and creation of Client Engagement Insights Final Report

Understand Why. Fix What Matters.

Subscribe to receive periodic emails designed to

help small organizations enhance the client experience

Book Your Free Consultation Now

© 2026 by KO Consulting LLC. Powered and secured by Wix

bottom of page