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Proto Partners
Customer Insights

Customer insights

Your organisation's biggest challenge is likely one you haven't even uncovered yet. Critical insights revealed by rigorous research increase profitability and close the gap between the services you deliver and what your customers are promised and expect.

Transforming customer needs into insights

Expertise in behavioural and ethnographic research allows organisations to discover exactly what customers need in order to implement actionable customer insights. These insights are points of view, opinions and ideas held by customers about the organisation.

Customer insights uncover the underlying mindsets, emotions, motivations, desires and aspirations that trigger the ways customers behave and act when interacting with a service.

Insights provide information to solve problems that customers encounter when interacting with an organisation. It negates the need for assumptions and is tailored to meet the customer and business needs.

The ultimate goal is to use the insights to create an experience that customers will love, look forward to and recommend.

Insights start with customer research.

Westpac One Card customer experience portfolios

Understand the 'why' behind your customers behaviour

Uncover the 'why' behind customer problems and transform them into immediate business improvements

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Benefits of customer insights: building empathy and alignment

Gathering customer information involves gathering qualitative data about your customers and their needs. This is then distilled into a number of understandable and easily digestible customer insights. Our customer research page explains how we gather this information in more detail.

Each insight can then become an action item. They can be used to align services and meet (and exceed) the customer's expectations.

Customer insights are valuable nuggets of knowledge about a customer and their experience which will:

  • Reveal the "core customer need" for an organisation in the context of a product/service offering
  • Re-align and focus an organisation's customer value proposition so it continues to be valid as the business grows and changes
  • Predict change and guide an organisation towards innovation
  • Identify specific problems customers are experiencing and suggest ways to solve them
  • Allow organisations to develop a solid a customer service strategy
Woman putting notes on a customer insights wallProto employee Writing notes whilst looking at a customer insights wall

Virgin Mobile customer insight successes

By listening to Virgin Mobile customers, Proto were able to develop the 'ideal customer experience' and map a series of customer-tested service initiatives for Virgin Mobile to implement. A major goal was the optimisation of the 'welcome experience', developed to address real and identified customer wants when they arrive at a Virgin Mobile outlet, balanced against business needs.

Virgin Mobile customer experience portfolios on a table

Understand the 'why' behind your customers behaviour

Uncover the 'why' behind customer problems and transform them into immediate business improvements

GET IN TOUCH

What clients say

Proto revealed and captured a ton of insights, putting Gumtree in a position where we can take our experience from good to great!
Coen Horrevoets, Head of Product, Gumtree
We have been working with Proto for a number of years because their customer insights and ability to execute are second to none.
Sam Romaniuk, CEO, Property NSW
This is the most comprehensive and strategically powerful customer listening, and staff listening project we have ever done. The outputs have given us a focused roadmap that we will use as the backbone for our growth strategy for the next two years. Thank you.
Ant Morrell, Co-Founder, BOUNCE
Working with Proto was a leap of faith, but they have become a major strategic partner in our CX evolution. The work they've developed and the way we've been able to embed it in the organisation has been absolutely phenomenal and we're getting the outcomes we want.
Felicity Clark, Customer Experience Manager
Proto were a pleasure to work with. They were adaptive and responsive and developed a deep empathy for both the client and their customers. The quality of their products and services was outstanding.
Michael Storey, Manager of Customer Research and Strategy at Sydney Water
Without the customer experience insights from the research program, we would not have been able to identify the acquisition issues that we had. Changes to the customer interactions that led up to financial protection have reduced the outflow rates by 50%.
Felicity Rowcliff Dean, Customer Centred Design Manager
From an NPS perspective, I have gone Spinal Tap on you guys and gone to 11. I still think the work you did with us, the way you went about it and the deliverables amounted to one of the best pieces of consulting advice I've ever commissioned.
Matthew Liebmann, Former Chief Operating Officer
Over the last 18 months, we've constantly referred to the work Proto did for us when designing and developing all the improvements to the app we're making. We've found their work to be highly valuable and has resulted in significant improvements to the MyOptus App that, without their insight wouldn't have been possible.
Lucy Turner, CX Design Launch Manager
The outcome of the prototyping has been exceptional and we continue to use the knowledge and expertise that Proto shared with us during their engagement. The icing on the cake for me was that Proto captured all of the insights from the customer workshops into an organisational asset that we now use as an integral part of our toolkit for training and briefing new team members.
Sharon Nanetti, Optimal Care Program Director
Proto's in-depth customer research helped us to uncover underlying customer needs that wouldn't have been possible without an 'outside-in' approach. The team identified the core customer problems and provided actionable insights that enabled us to remove key areas of customer friction and frustration and redesign a credit card experience like no other.
Christian Johansson, Head of Marketing, Customer Finance
I have worked with Damian and the team at Proto for several years. In this time, they have worked collaboratively with us to build a roadmap of strategic 'outside-in' initiatives that ultimately resulted in a 20 point increase in NPS. They imparted a great deal of CX knowledge, approaches and tools that have been invaluable to the team and the business.
Amanda O'Donnell, Head of Customer Experience
We won the AFR Smart Investor SMILES award for Best Online Broker. This award is based on customer voting and I believe this was as a result of a clearer focus on our existing clients which you helped us to understand.
Arnie Selvarajah, Chief Executive Officer
The Proto team demonstrated flexibility in their approach which made such a refreshing change. They took the time to coach and mentor each of us in a highly creative and energetic environment. Furthernore, they helped us exceed our customer satisfaction targets, all whilst stripping out in excess of 20% of our service costs in under 12 months. Proto helped us to stay focussed on the customer which enabled us to win in the market.
Matthew Anderson, Chief Operating Officer
We worked with Proto on an exciting & unprecedented challenge at Optus, to design the customer experience of the future. Damian & the team had high energy & together we operated as 'one team'. Proto worked hand in hand with us to bring the internal team up to speed, & also brought in global experts to work with us to take our deliverables to another level of quality & innovation.
Dan Sunderland, Director of Customer Experience Strategy and Planning
Proto developed a membership strategy that addressed points of friction along our members journey, identified opportunities to improve and clarified the types of engagement that our members needed at the different stages in their career. We were impressed with the depth of insight that Proto were able to bring to the project - as well as the energy and ideas that they helped to generate.
Sarah Prescott-Thompson, General Manager Shared Services
Working with Proto was very much a partnership. We worked hand-in-hand to put CX on the map within the organisation. The team are flexible, trustworthy and do what it takes to achieve the best outcome. If you're looking for a quality agency, providing quality data and insights – Proto are your guys. We received over 90 initiatives from the project of which 79% have now been implemented and we are seeing the benefits flow through!
Customer Experience Specialist
Proto integrated into multiple simultaneous projects to ensure we achieved the best outcome. They brought real clarity around customer needs, the fundamental elements of our value proposition and provided a clear roadmap of where we're trying to get to. This allowed us to differentiate beyond the traditional proposition. As a result, one customer-informed initiative we developed was loanScore™. This unique innovation helps customers see how good their home loan is and evaluate their options for a better deal.
Anthony Jusitce, CEO

Working with Proto

Who it suits and when to use it
Teams with customer information but no shared understanding of the motivations, needs or behaviours it should inform.
What the engagement includes
Synthesise research into core needs, mindsets, emotions and opportunity areas, connecting findings to practical customer and business decisions.
What your team receives
Agreed insights, need states, personas or opportunity statements, with a clear connection to the evidence and decision.
Your team’s involvement
Teams share the research base and intended decisions, discuss interpretation and test implications with operational and customer-facing colleagues.
Scope and fees
Evidence quality, customer groups, synthesis depth and any additional validation research affect scope and fees.
After the recommendations
Use the insights to shape propositions, strategy or service improvements; new design and implementation are subsequent scope decisions.
When another approach fits better
When evidence is missing or too weak to support an insight, customer research comes first. Explore customer research.

Related services

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See this approach in practice

  • Aspect — Customer experiences that work for everyone

    Problem: Understand the support needs of parents and carers across education and adult community services.

    Interviews, surveys and desk research revealed four education need states and informed customer value propositions and brand strategies for two service areas.

    Read the Aspect case study: Customer experiences that work for everyone
  • Virgin Mobile Australia — Creating the Ideal Call Centre Experience

    Problem: Help outsourced call-centre staff deliver a more human and consistent customer experience.

    Research informed five human-centred guidelines replacing a 41-point checklist, with scorecards, videos and a six-month training program. That program is a project-specific example, not a standard engagement duration.

    Read the Virgin Mobile Australia case study: Creating the Ideal Call Centre Experience

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