
Is your organization hungry for strategic intent?
We are living and working in an environment that is full of volatility and change. Many organizations are hungry for strategic intent, a term used to describe the intended direction, purpose, and plans that leaders put in place to achieve their organization’s vision.
SIVO Insights helps organizations set their strategic intent, by leading and facilitating the strategic planning process. This strategic planning process can be summarized into three steps. Leaders must:
1. Assess,
2. Align
3. Articulate
STEP 1: ASSESS
Leaders must gather and assess relevant trends, consumer insights, market intelligence and institutional knowledge to answer critical questions across the 5C’s Assessment Framework.
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Do customers want to ‘hire’ your product?

STEP 2: ALIGN
With this knowledge in hand, leaders participate in a facilitated strategic planning session to review their assessment of the 5C’s, to ideate, prioritize and most importantly, to align on the mission, vision, and values that will carry the organization into the future.

STEP 3: ARTICULATE
Lastly, leaders need to articulate their strategic intent—the vision, mission and values as well as the plan—to employees, collaborators, stakeholders, and in some cases to consumers and customers. This communication needs to happen repeatedly, in multiple forums, in-person or virtually, in internal documentation, as well as, in external communication. Strategic Intent can’t be communicated enough to ensure it is internalized by all parties.

In this time of continuous change, with a refreshed grounding in foundational insights and market intelligence, combined with solid strategic planning (i.e., Assess, Align and Articulate), you can give your organization and your stakeholders what they are hungering for . . . strong strategic intent. Let SIVO help with strategic intent consulting!
Schedule a discovery with SIVO to learn how you and your leadership team can create or re-establish your organization’s strategic intent.
Bringing you innovative performance marketing and
real-time digital shopper insights.
SIVO strives to be on the forefront of new technology and innovations in the insights industry. That is how we discovered Pear Commerce, a brilliant technology company that is on-pace to be the largest provider of shoppable media by the end of 2022!

In 2018, Pear Commerce was founded by two talented serial tech entrepreneurs, Eric Martell and Alex Wyler, bringing their tech expertise to the world of retail.
What is Shoppable Media?
Shoppable media in retail means connecting any media (e.g. free and paid social, digital display, content, influencer, email, owned webpages, etc) to retailers with add-to-cart (ATC) functionality that is just “a click away”.
What are the benefits to Consumers?
Pear provides an industry-leading technology making shoppers online path to purchase frictionless which has been a leading reservation for consumers to shop online. Whether through a digital ad or your brand’s website, Pear uniquely gives consumers a “where to buy” choice, based on real time stock inventory checks and connects them to over 2,000 retail chains across the U.S. That is a clear point of difference.
What are the benefits to Marketing Teams?
A unique way-in to performance marketing. This revolution of advanced technology provides more data and less work for brand teams with real results. At the foundation, Pear provides full funnel click-to-conversion data which improves digital marketing performance while campaigns are in-market. They help marketers with:
What are the benefits to Insights Teams?
At this point you might be thinking, “That’s great, but isn’t SIVO an insights company?” The answer is, “Yes!” SIVO is all about understanding people and in this case, Pear’s technology helps SIVO and our clients better understand consumer preferences and consumers’ digital shopping behavior through real-time, in-market experimentation, such as:
As an example, Pear was able to help a CPG client create a data-driven approach to managing their digital marketing campaigns while also helping them to understand and optimize the plan based on shopper and retailer behavior.
The results were fantastic! Pear created custom audiences for the brand using the client’s own 1st party conversion data and saw 5x add-to-cart (ATC) rates compared to 3rd party audiences and 20x ATC rates compared to the client’s website visitor audience. During the process, Pear scanned over 2,000 retailer’s digital shelves for real-time inventory to help shoppers purchase at their retailer of choice while also helping them avoid hitting out-of-stocks. The client also received valuable digital path to purchase insights and A/B testing results on different creative options to help optimize their digital campaign along the way.
Through our partnership with Pear Commerce, SIVO can now help you achieve strong digital marketing results and new insights via performance marketing and real-time digital experimentation. To learn more about Pear Commerce and SIVO Market Intelligence solutions, please contact our SIVO team at Contact@SIVOInsights.com.
By Kerry Juhl
The Responsibility & Privilege of Serving Customers
“A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption of our work. He is the purpose of it. He is not an outsider to our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us the opportunity to do so.”
– Mahatma Gandhi, 1890
This quote is more than 100-years old, but it is still true today. The opportunity to serve customers is a privilege. The responsibility of that privilege is ensuring the customer’s voice is heard and understood. Brand teams need to know what their customers need and what they value, as decisions about products and services are made on the customers’ behalf.
Defining Customer Value
Understanding customer value can be a differentiator for companies in today’s challenging market. Simplistically, if a brand team has $1 to invest – or needs to cut $1 in spending – knowledge about what customers’ value must guide these business decisions to stay competitive.
So let’s talk about customer value…In everyday conversations, value has many meanings including price, worth, or even benefits. It is imperative for organizations to operate with a common understanding of customer value. From a marketing and branding perspective, it helps to think about customer value as an equation:
Customer Value equals Benefits minus Cost (CV=B-C).

Benefits include the advantages of quality, service, image, brand, experience, and the functionality one gets or emotions one feels when using the product or service. Cost is not only price – which we think of as cash, credit, interest, even service fees - but it can also include non-price terms such as time, effort, energy, and convenience.*
When teams define their Customer Value Equation, they can clearly identify growth opportunities by emphasizing or improving aspects of an offering that customers value (where to invest) and they can identify cost savings by eliminating aspects of the offering that customers do not value (where to cut).
Developing the Customer Value Equation
SIVO employs a 5-Step Process to develop your Customer Value Equation. In partnership with our client teams, we Mine, Explore and Quantify the customer value drivers leveraging Functional, Emotional, Life-Changing and Social Impact values. Note that the Quantify Step can be qualitative consumer learning, a quantitative survey or ideally, a combination of both. The design of this step is dependent on how much past learning that the team already has in hand.
Four Categories of Customer Value

We then partner with teams to Develop & Refine the Customer Value Equation. Lastly, we help teams Apply their equation by assessing where their products/services are over/under-delivering and facilitate them through the generation of ideas to improve the customer experience.
The result of our process is rich with discoveries. These insights provide a unifying understanding of the target customers’ purchase drivers, must-haves and nice-to-haves regarding a product or service – giving teams confidence and clarity on what to do with $1 more or $1 less.
Our Offer to You
SIVO is interested in sharing our Customer Value Equation experience and case studies with you and your insights team! Our “CVE Download” can easily be part of an in-person or virtual “Lunch & Learn” or your next team meeting.
If you can answer “yes” to at least one of the following three questions, please reach out to SIVO.
To learn more, contact us at Contact@SIVOInsights.com.
*Referenced article by Gautam Mahajan https://journals.sagepub.com/doi/full/10.1177/2394964320903557
By Natasha Weith
Innovation is often seen as a creative pursuit—a way for businesses to stay ahead, differentiate, and drive growth. But for many companies, the innovation process feels uncertain. How do you know if an idea will resonate in the market? Will consumers adopt a new product, behavior, or service? How do you distinguish between a promising concept and a costly misstep?
Most innovation initiatives are guided by internal vision, expert intuition, and trend analysis—all valuable inputs. But in a rapidly shifting consumer landscape, these elements alone aren’t enough.
Too many innovations fail—not because they weren’t good ideas, but because they weren’t validated in the real world before launch. The key to success? Embedding consumer input via market research into every stage of innovation instead of treating it as a final checkpoint.
Companies often assume they “know” their market. Here’s where innovation efforts commonly go wrong:
The result? Companies invest millions in ideas that sound good internally but fail to gain traction.
Consumers don’t just react to new offerings—they make trade-offs based on convenience, price, and habit. A product might be superior on paper, but that doesn’t mean consumers will switch.
To succeed, businesses must:
Without these insights, even a groundbreaking innovation can flop.
The most successful companies don’t just test ideas—they build them alongside the target consumer using agile, iterative research. However, even companies that invest in research get it wrong when they:
✖︎ Use Research as a One-Time final checkpoint – Instead of a continuous input, insights are only used for last-minute validation.
✖︎ Seek Confirmation Instead of Challenge – Teams look for data to support their pre-existing beliefs instead of stress-testing their assumptions.
✖︎ Over-Rely on Stated Consumer Intent – What consumers say they’ll do and what they actually do aren’t always the same.
✖︎ Fail to Connect Insights to Execution – Research reports sit in PowerPoints instead of shaping strategy and launch plans in real-time.
That’s where agile market research comes in. And let’s be clear: Agile research isn’t just about speed – it’s about making sure insights are integrated into the development process and at every decision point. Here’s how:
By embedding agile insights, companies create faster, more successful go-to-market strategies—without unnecessary spend.
It’s easy to get excited about a breakthrough idea. But without rigorous, real-time consumer input, even the most promising innovations can fail.
The best companies don’t just test innovations—they co-develop them with their consumer target. They ensure research isn’t a last-minute formality but a continuous input that sharpens ideas and launch plans and accelerates success.
As you think about your next big move—whether launching a new product, repositioning a brand, or identifying a growth opportunity—ask yourself:
If you’re not fully confident in the answers, it’s time to rethink how market research fits into your innovation strategy.
At SIVO, we help businesses turn market research into a competitive advantage. Whether you're validating early-stage concepts, refining go-to-market strategies, or optimizing post-launch success, we ensure that insights fuel smarter, faster decision-making at every stage of the process.
Our senior insights professionals specialize in agile, in-context research that goes beyond validation to actively shape breakthrough innovations. And with On-Demand Talent, we provide fractional research experts to scale your capabilities—without long-term hiring commitments.
Want to sharpen your innovation strategy? Contact us at Contact@SIVOInsights.com or visit SIVOInsights.com to learn more.
To Make Your Workload Manageable
By Marilyn Weiss
In these inflationary times, companies are cutting operational costs, including their workforce budgets. In 2022, there were at least 154,000 layoffs from more than 1,000 tech companies and so far in 2023, the trend continues with 55,000 layoffs to date. (USAToday.com & Layoffs.fyi, Jan. 2023)
Not only is this devastating for employees that have been laid off, but it is also difficult for those who remain. Post layoffs, organizations become leaner and the scope of work for each employee gets stretched wider. Employees are asked to stabilize the organization and drive future growth with fewer resources.
On the bright side, this increase in individual scope of work can create opportunities to gain new experiences and demonstrate leadership. However, the broader scope can also leave employees feeling overworked, stressed, and unable to manage the expanded workload. When it feels like there is just too much work and not enough hours in the day to get it done, the best way to manage through it, is to adopt a “Fractional Mindset.”
What is a Fractional Mindset?
A fractional mindset is a new way of thinking. It’s breaking down a system into smaller fractional pieces. When you are faced with a problem, adopting a fractional mindset makes the problem smaller. A fractional mindset, when applied to your assigned workload, allows you to approach your role and responsibilities by dividing them up into smaller, fractional tasks. This gives you freedom to take a step back to strategize and prioritize the best way to complete them.
Prioritize the Workload
The first step requires some analysis. You will need to prioritize your list of tasks and/or objectives based on what will add the most value or make the most positive impact on the business. A best practice is to sort the completed list by those items that make the most positive impact on the business or drive business growth.
Delegate the Workload
The next step requires some self-reflection. You will need to consider which tasks/objectives YOU should personally complete and which ones are best to delegate to ANOTHER to complete for you. Ask yourself some questions to determine if YOU or a delegated resource under your direction is best:
If the answer to these questions is, “No”, consider the possibility of others doing these tasks on your behalf, under your supervision. This allows you to manageably “stretch your bandwidth” across your workload, without becoming overwhelmed and stressed by trying to do it all yourself.
Delegation Resources to Consider:
The pros and cons of each resource are captured below:

When to Utilize your Resources
Internal peers or direct reports are a great option when the team has capacity to take on your assigned workload. If your teammates do not have capacity, delegating to your external agency partners to manage finite projects is a great option.
Sometimes, however, you just need to essentially “clone yourself” or bring in an expert with a skillset that differs from your own. In these instances, you can bring in fractional professionals that, with a little onboarding, can hit the ground running. Delegating to your fractional resources can help you work through your increased workload and objectives in a manageable way.

How SIVO can Help
For insights teams, SIVO offers full-service custom research design, management, and execution to help you with custom market research projects. SIVO On Demand Talent solution also has 100+ fractional Consumer Insights Professionals with a range of skillsets to help you meet your business objectives on your timeline, reducing your stress while allowing you to make a positive impact on your business.
Adopting a fractional mindset will help you approach your role and your workload with confidence, efficiency, and effectiveness. And when the time comes, let SIVO be the agency that you delegate to! Contact@SIVOInsights.com
SIVO Insights brings together research, talent, and intelligent technology to help organizations navigate complexity with confidence. Have a business challenge? Let's talk!
We bring together research, talent, and intelligent technology to help organizations navigate complexity with confidence

