Catapult’s Core Elements of a Successful Segmentation

Catapult’s Core Elements of a Successful Segmentation

Catapult’s Core Elements of a Successful Segmentation

Over the course of my career, segmentation has become one of my specialties and something I’m very passionate about. I think it originally started from a place of curiosity both from a human behavior and statistical science point of view. I found it so interesting that through deep human understanding and some very fancy math, we could create these interesting and distinct groupings, and then use those groupings to drive product development, business strategy and marketing plans. 

After many years and many segmentation studies across a variety of industries, my passion and interest hasn’t waned. In fact, I think it’s only grown as we’ve developed the Catapult approach to segmentation where we infuse our statistically driven process with a healthy dose of art and fun to ultimately land on an impactful and actionable solution. Everyone does it a little different, so here’s how we do it to ensure we create successful segmentation programs for our clients:

Begin with clearly defined goals.

Clearly defined goals and planned uses for the final segmentation are paramount to the success of the project. We start off by outlining who within the organization will use the segmentation (e.g., marketing, R&D, innovation, purchase channel teams, etc.), how they want to use it (e.g., marketing strategy, product development, etc.), and what they want to know. While this seems like an obvious first step, we’ve seen instances where this is just assumed to be known (when in many cases it is not), so to avoid that we always start our segmentation programs with an in-depth working session with all key stakeholders.  This allows us to optimize the design around what we want it to ultimately do and for whom. We get this right because it’s a must.

Choose the right type of segmentation. 

When it comes to segmentation, one size doesn’t fit all. Person-based approaches work well for many scenarios, but categories with frequent engagements where needs, behaviors, and attitudes vary by interaction often require an occasion-based approach to get to the most actionable and targetable solution. Knowing when and why to choose person- vs. occasion-based approaches (and how they can intermingle) matters. 

Catapult segmentation

Humans represent an X-factor. 

People are curious creatures. Studying and taking into account their multidimensional and multi-faceted existence is necessary to understand and predict why they do what they do. We firmly believe that a strong segmentation solution must consider a variety of dimensions in order to really capture the true essence of people and how they approach the category. 

Collaborate and iterate as one. 

Segmentation without actionability is of no value. And segmentation should never be a black box process. We want our clients to understand, use, and rely on this work, so we work together to devise the right way to approach, analyze, and socialize segmentation. To reach these ultimate goals, we plan high-touch projects that keep client stakeholders engaged and immersed throughout the segmentation process. This includes reviewing solution options, brainstorming alternatives, and always keeping our end goals in mind. This process ensures we end the program with a solution of enduring value that our clients feel good about and can immediately act upon.  

We are nothing if not for our past.  

We believe it is important to honor past segmentations while also looking forward. Understanding the world, our client’s business, and previous segmentations help us build bridges between a new segmentation, what brought our clients to this moment, and where we’ll go tomorrow. To do this, we always start our segmentation programs by reviewing relevant research and any previous segmentation solutions with the goal of understanding what worked well, what didn’t, and how comfortable the organization is moving into a new solution. We use this as a guide for how to bring the team along to the new solution while still honoring what came before. 

Science + Art brings actionability.  

The perfect segmentation on paper must translate to the world we live in, otherwise it’s imperfect. Creating a statistically sound segmentation that checks all of our analytic boxes is one thing, but making sure it also helps our clients achieve their goals, is actionable, and incorporates industry knowledge is where the art brings the science to life.  This is one of the most critical points for our clients to lend their industry expertise to the segmentation process. 

Overall, segmentation is complex, detailed, exciting, and often brings a little bit of fun into our day as researchers. While the list of core elements we outlined above isn’t exhaustive, they serve as the building blocks for every segmentation we do. Keeping these core elements in mind throughout every step of a segmentation process helps us to ensure we’re creating solutions that will help our clients drive success within their organization… and maybe find a new segment to love.  

JILL MILLER

CO-FOUNDER
CATAPULT INSIGHTS

Catapult’s Playbook for Leveling Up

Catapult’s Playbook for Leveling Up

Catapult’s Playbook for Leveling Up

Many of the conversations I have in my line of work are about leveling up. “How do I get somewhere better from here?” is the root of most tactical and strategic projects we work on. While necessary to advance, evolving a brand, a product, or a company is often a risky proposition. Plotting a safe, efficient, and meaningful path from here to there is just as important as understanding where you’re headed – so how is that done? 

Measured Approach

The value of institutional knowledge cannot be understated. Organizations stand on the shoulders of what their people collectively know about the space they play in, but leveling up generally requires a data-driven approach to light the way forward. That’s because markets, people, and the world are constantly changing around us.

With so much in flux, it’s necessary to track, measure, and analyze data to assist in decision-making. That’s why we love working with our advanced analytics partner, Tom, so much, because the scientific confidence he delivers helps organizations see the detours, pitfalls, and paths to success in leveling up.

Apply Filters

One of the biggest x-factors when leveling up are people themselves. People are fascinating, complicated beings, and studying them on a more personal level provides immense value in understanding larger datasets and the human motivations that drive them. Building empathy for key audiences and making space for the voice of the customer to be heard is one of the best ways to ensure your path to leveling up will be meaningful and map to real, humanistic needs.

Level Up

Open Minds

Transformational change requires a limber approach to balance what is known and what is discovered. Nearly every research engagement, by design, uncovers new insights about the audience and topic, challenging us to reconcile and evolve our understanding and tactfully identify implications for the business. This is all about releasing preconceived notions and putting aside institutional knowledge long enough to consider new possibilities. It’s not devaluing what is already known or the work put in to get here. Rather, this is relaxing the focus on today to be able to envision tomorrow, because transformational paths are not always linear.

Share Ownership

Something we watch for in the innovation work we do is individuals becoming possessive of an idea to the point that they unintentionally stifle creative potential. Working together with multiple, talented minds is a more prudent approach to leveling up and achieving better outcomes. This could mean bringing in consultants or working with Creatively Fluid Thinkers to help broaden the way you think about problems and solution development. After all, it doesn’t have to be a singular accomplishment, and doing it well usually requires help. We practice what we preach, too – Catapult was originally just a 2-person shop, and Jill and I recognized the value of partnering with trusted experts to help bring our vision to reality. 

Collaborate

Culture of Socialization

Instituting big changes is a journey, so remember to give everyone a seat along the way. Change is a lot less scary when the steps are planned, documented, and clearly shared within your organization. This is also an opportunity to get buy-in and build excitement for what’s to come, which is important because you will undoubtedly encounter friction and having champions will be useful. 

Fail Fast

Leveling up is inherently different than evolutionary growth. It’s transformative and brisk, and you should bring a scientific mindset to the proof-of-concept phase. There will be unexpected consequences, but that’s not always a sign that it’s not working. Get 80% of the way there, then turn focus on fine-tuning the final stretch. Prepare to re-examine what you know about your business and start building brand new institutional knowledge.


Up close, the custom work we do at Catapult is always taking us in fun, new directions and focusing us on unique research objectives. But from a higher vantage, aren’t we all trying to level up in some way? And with a few best practices you can mitigate risk and stack the deck in your favor.

JUSTIN SUTTON

CO-FOUNDER
CATAPULT INSIGHTS

Catapult’s Quantitative Offerings Go Beyond the Basics

Catapult’s Quantitative Offerings Go Beyond the Basics

Catapult’s Quantitative Offerings Go Beyond the Basics

Many of our clients know Catapult for our qualitative expertise and innovation capabilities, but some are surprised by the passion we bring to complex quantitative research designs and analysis. That’s why we love working with Tom Rosholt, Catapult’s Statistical Consultant and Claims Substantiation Expert.

With a wide variety of experiences over the course of 28 years on both the client and supplier sides, Tom has depth and breadth in the quantitative research space — choice models, segmentation, new product pricing, predictive models, massive databases, method development, questionnaire design, novel analysis techniques, information display, and more. 

Catapult's Advanced Analytics Partner

Tom helps clients make critical decisions about their brands and offerings by ensuring the right data is collected, then accurately framing what the analysis does (and does not!) say so that data-driven decisions are grounded in reality. In addition to his marketing, business, and data sciences expertise, Tom is also a nationally recognized expert in ad claim substantiation and together, we’ve helped clients differentiate themselves in the market through data-backed ad claims.

Where Tom really stands out is in his ability to come up with creative, elegant solutions to complex problems and distill the data into digestible insights all while maintaining his stellar sense of humor. Tom elevates every quantitative research program he touches and helps Catapult’s clients find success. 

From Tom: “Nothing gives me more pleasure than helping people form a level of comfort with and a fundamental understanding of something that initially looks to be formidably complicated.  Working with Catapult is enormously gratifying in this sense, as they share this passion and are superb research partners (and darn nice people!).”

Read more about Tom on our Collaborate page and drop us a line to see how Catapult can help you answer your challenging business questions through quantitative research and advanced analytics. 

THE CATAPULT TEAM

 

Creating Authentic Brands – A Moving Target of Brands and People

Creating Authentic Brands – A Moving Target of Brands and People

Creating Authentic Brands – A Moving Target of Brands and People

Jill, Justin, and I were chatting with a client the other day and they said something that stuck with me – we were talking about nothing in particular, but the client brought up advertisers and influencers and it was something akin to, “oh no, we need to come off as being authentic for this initiative, we can’t use influencers.”

Our team prides itself on staying on top of shifts in the consumer zeitgeist – these shifts in consumer mentality can and will happen every couple of years and we are indeed seeing a downward trend in influencer engagement, but with some caveats. First, it looks like Instagram influencers are the ones losing… influence. Gen Z and younger Millennials are instead turning towards TikTok for that personal connection that so many crave. Our assessment is that Instagram influencers took it a bit too far during the pandemic showcasing lavish lifestyles and displays of caring little for the environment (such as taking private jets). The average consumer realized these influencers were nothing like them – and many then moved on.

Enter TikTok. Its popularity skyrocketed during the pandemic – the appeal being that anyone could have a world stage platform to be funny, witty, insightful, and real. Adding to the allure was that you didn’t have to be famous to get the attention of everyone, you just had to know how to game the algorithm. Do it right, and then you were trending and your content in front of millions of people. All of these points swirl into an attractive user experience and fills that authentic void people search for.

 

Authenticity shifted and now brands are reacting. With America’s obsession of “will we/won’t we” recession talk, it makes sense that many global brands are reconsidering budgets for the year and taking a second look at what is essential and what is a nice to have. Authenticity matters to nearly every brand out there, but with consumer expectations shifting every few years, brands should remain vigilant about keeping up with the times. At Catapult, we pride ourselves on our approach agnostic methodology to solving our clients’ issues. So, if you need modern strategies for building authentic connection with your customers, our team has a history of developing custom measures of authenticity across multiple industries and business types. We’ll put our brains to the test and come up with a custom solution that fits your business and industry and is attuned to the current environment. And if we keep our ear to the ground, we can look to the future for the next big shift together.  

 

Andre Barroso

DIRECTOR, INSIGHTS & INNOVATION
CATAPULT INSIGHTS

Embracing the Consumer Journey Through Empathy Building

Embracing the Consumer Journey Through Empathy Building

Embracing the Consumer Journey Through Empathy Building

One of the most common questions we hear clients ask is ‘what is the consumer journey for our category or brand?’. This often comes at a time when their brand is looking to drive significant growth and fuel innovation. They’re seeking to understand the steps of the journey as well as the underlying motivations and decision-making processes that lead consumers to choose (or not choose) their brand.

Over the years, we’ve often seen the consumer journey viewed as a series of steps, each one completed before the next, resulting in a purchase and taking a product home. The steps are considered to be almost transactional, and the result is often a flashy map that is only halfway actionable.

Marketers and product developers then look for experience or product gaps along the journey steps, and develop solutions to address them. Sometimes those solutions work and fill a functional need. Sometimes they don’t, and that is often because the gap they were aiming to fill stems from a higher order emotional need or experience the consumer is seeking. It’s tied to who they are as people – their experiences, lifestyles and stages, daily struggles, challenges, and goals. We believe that consumer needs cannot be fully met within their journeys without a circumspect understanding of the people, their goals, their emotions, their motivations as they traverse these journeys. 

But people are complex and unique so it can be challenging to peel back the surface layers to get to what’s really going on in their lives. It becomes even more challenging to identify themes across groups of complex and unique individuals, and then share that with an organization and have them truly embrace it. That’s where empathy building comes in, and we layer it throughout our consumer journey work.  

When we approach the consumer journey, we always start with understanding people at their core. We first dive into their lives to understand where they are today, what they value, their goals and challenges. Our approach draws on a number of increasingly introspective topics that engage System 2 thought about who consumers are at heart. This provides an invaluable contextual lens through which we then explore their experiences, goals and attitudes related to our client’s category and their decision-making processes. Check out an example of our past work here

Next, we look across the information we gathered to identify themes of higher order benefits, emotions, and goals. This information is used as the inputs into an analytical framework through which to better understand their decision making and journeys through your category. The output of this analysis ensures we’re digging down past the initial layers and documenting important learnings in the digestible form of benefits structures, empathy maps, and journey mapping couched in consumer context. 

The next key step is to help our clients and stakeholders build consumer empathy through storytelling and experiential learning before we ever show a category- or product-specific journey map. We will often use videos, personas, customer profiles or stories to help us get close to consumers. We know it is critical to first establish an understanding of who these people are, their goals, challenges, life stages, etc. Then we introduce the stages or flow of the journey, examining the decision-making points along the way and how that is influenced by who they are and their goals. 

In the end, we first develop a true empathetic understanding of consumers and then use it to view the consumer journey, comparing what is happening along their journey to the consumers’ ultimate goals, challenges, and life experiences. Asking ourselves at each step of the journey if our client’s brand is supporting the consumer’s ultimate goals and reducing their challenges with the CX and products they offer. From there, we identify where our client’s brand may be falling short and where they could level up even more to fulfill consumer needs and goals and reduce challenges. Those are the places in which we need to innovate to really stand out. 

While an empathy-driven understanding of the consumer journey requires a deeper dive into consumers, the ROI is there. If you ‘get’ your customers, they’ll feel it. You’ll end up meeting your customers where they need and want you to be, create an overall better experience for them, and build their loyalty over time.

 

Jill Miller

CO-FOUNDER
CATAPULT INSIGHTS

Catapult Welcomes Andre Barroso

Catapult Welcomes Andre Barroso

Catapult Welcomes Andre Barroso

Catapult is thrilled to announce that Andre Barroso has joined the team as Director, Insights & Innovation. Andre brings a wealth of experience in quantitative and qualitative research, with specialties in consumer journey, concept testing, and being a thoroughly delightful person. Catapult is excited to share Andre’s wit, wisdom, and expertise in the retail, durable goods, QSR, and consumer products categories with our clients.

From Andre: “I am absolutely thrilled to join the Catapult team and look forward to supporting our clients and continuing to help them answer their most challenging future-focused business questions through qualitative and quantitative research, and innovation. Understanding the underlying motivations and drivers of people has always been a passion of mine and I’m excited to join a team who keeps human understanding at the core of everything they do.”   

FIrst Anniversary

Please join us in welcoming Andre to the Catapult team!

Read more about Andre on our Collaborate page

THE CATAPULT TEAM

 

Subscribe to our Newsletter

* indicates required

Intuit Mailchimp