A Private Strategic Workshop fOR Insights Agencies
Future Proofing Your Insights Agency
Your clients are increasingly using AI to replace you. Insights CEOs don't need to spend their time and money on learning new AI tools. They need a strategy for how they will survive and thrive in this AI evolution.
The Challenge
The disruption to market research isn't about efficiency. Clients are self-serving with AI-enabled DIY platforms. Synthetic data is filling sampling gaps. Internal insights teams are being handed AI tools and told to eliminate vendor spend. Insights agency CEOs have invested in AI training, but the ROI isn't keeping pace with their investment.
The Solution
A private, 2-day working session for 20 Insights Agencies — not a conference. You arrive with a preliminary diagnosis: a personalized "State of Your Firm" snapshot prepared from your pre-audit data. You leave with a verdict on an AI Pivot business model and a 12-month transition action plan outline.
Who is this for?
CEOs of mid-sized market research firms ($2M–$30M revenue) ready to make strategic decisions about their firm's future but haven't had the protected time, the right peers, or the strategic framework to figure out exactly what they need to do next.
What's Not Covered
Prompt training, AI Tool vetting, Workflow Analysis, etc... Available with private consultation.
What You Will Walk Away With
- Pre-Audit "State of Your Firm" Snapshot - Personalized diagnosis prepared before you arrive. You walk in with a baseline.
- Your Business Model Verdict - A scored diagnostic — not gut feel — maps your firm to the right strategic future.
- 12-Month Pivot Plan Outline - Your confidential playbook: value proposition, pricing, talent, tech stack, and positioning.
- Private Post Workshop Consultation - 30-minute 1:1 Consultation with Heidi and Kristi on the specific needs of your business following Industry workshop.
- 30-60-90 Action Card - Three committed next steps, witnessed by 9 peers before you leave the room.