I engage with clients as an embedded insights executive, focusing on the strategic leadership and direction that moves organizations forward. While my primary value is at the leadership level, I bring a practitioner's understanding of research that informs everything I do. Most engagements are retainer-based, allowing for the kind of ongoing partnership that drives real organizational change.
Services
Research Strategy & Roadmapping
Every strong insights function starts with a clear plan. I work with leadership teams to develop a prioritized research agenda that is directly tied to business goals, ensuring your organization always knows what to study, why it matters, and when to act on it.
Developing short and long-term research roadmaps
Aligning insights priorities with product, marketing, and business strategy
Identifying gaps in current research coverage
Establishing frameworks for evaluating and prioritizing research requests
Best for: Organizations that may have research activity underway but lack a cohesive strategy to guide it.
Insights Function Development
Building a research capability from scratch is one of the highest-value investments a growing business can make. I help organizations design and implement the structure, processes, and tools needed to generate insights efficiently and consistently.
Assessing current research maturity and capability gaps
Designing team structure and hiring profiles
Establishing vendor relationships and preferred supplier networks
Standardizing research processes and best practices
Reducing dependence on costly external research agencies
Best for: Businesses that are ready to invest in a dedicated insights capability but are not sure where to start.
Research Vendor Management
Finding the right research partners and managing them effectively is a skill in itself. I bring an extensive network of vendor relationships and the experience to evaluate, onboard, and oversee external research suppliers on your behalf.
Identifying and evaluating research vendors for specific project needs
Managing RFP processes and vendor selection
Overseeing project quality, timelines, and deliverables
Negotiating contracts and managing research budgets
Ensuring vendor output meets your strategic objectives
Best for: Organizations running external research without senior oversight, or those looking to reduce expenses without sacrificing quality.
Team Training and Development
A great insights function is only as strong as the people running it. I work with existing research teams and cross-functional partners to elevate research thinking, sharpen methodological skills, and improve the way customer data gets translated into business decisions.
Training research teams on best practices across quantitative and qualitative methods
Coaching teams on how to communicate insights to executive audiences
Building organizational fluency in research across marketing, product, and UX teams
Developing internal templates and tools that improve research consistency
Best for: Organizations with a research team in place that needs mentorship, structure, or a higher standard of output.
Executive Insights Leadership
Sometimes what a business needs most is a senior insights voice in the room. I serve as your fractional research executive, participating in leadership meetings, contributing to strategic planning, and ensuring customer understanding is always part of the conversation.
Representing the insights function in executive and cross-functional meetings
Contributing to strategic planning with a customer and market perspective
Communicating research findings to boards, investors, senior leadership, and at conferences
Serving as a thought partner to the CEO, CMO, or CPO on customer strategy
Best for: Organizations that need senior research representation at the leadership level without a full-time hire.
For organizations running complex, multi-track research programs, I provide the senior leadership needed to keep everything aligned, on track, and connected to business objectives.
Overseeing multiple concurrent research projects
Briefing vendors and internal teams on research objectives
Reviewing and pressure-testing research design and methodology
Ensuring findings are synthesized into clear, actionable recommendations
Managing research calendars, budgets, and stakeholder communications
Best for: Organizations with active research programs that lack senior-level oversight and coordination.
Research Program Oversight
Engagement Models
For organizations with a specific, defined need, I can engage on a project basis with a clear scope, timeline, and outcome. Project engagements often serve as a natural starting point before transitioning to a retainer relationship.
An ongoing fractional leadership arrangement where I serve as your embedded insights executive on a part-time basis. This is the most common and highest-impact model, typically structured around a defined number of days per month.
A lighter-touch arrangement for organizations that need periodic strategic guidance, a sounding board, or executive counsel on research and insights decisions without ongoing involvement.