The Customer Acquisition
Executive Briefing
A bank-wide Customer Acquisition Signal Report, plus a 45-minute live session with your leadership team. Written findings delivered first. Live briefing follows.
Payment before work begins
Two deliverables. One engagement.
This isn't a report plus a rushed summary call. The briefing is built around the written findings. Your team reads the report first, arrives with questions, and we spend 45 minutes working through what matters most.
The Signal Report
- Bank-wide written diagnostic of your digital customer acquisition footprint
- Acquisition footprint analysis across core retail banking products
- Conversion signal mapping: what's working against you and why
- Prioritized gap analysis ranked by likely revenue impact
- Delivered via email before the briefing session is scheduled
The Executive Briefing
- 45-minute live video session with your leadership team (up to 6 participants)
- Walkthrough of the top findings and their business implications
- Open Q&A: bring your questions, your skeptics, and your team
- Prioritization discussion: what to fix first and why
- Scheduled after your team has had 48+ hours to review the report
Why the report comes first. A briefing without a written foundation is just a pitch meeting. The report gives your team something concrete to react to. By the time we meet, the conversation is about decisions, not explanation.
How it works
Four steps from payment to debrief. No intake calls before work begins. No surprises.
You pay via Stripe
Secure payment through Stripe. Work begins within one business day of confirmed payment.
Buy Now →I audit your bank
I work through your public-facing digital acquisition experience. No internal access required.
Report delivered
Written Signal Report delivered via email within 10 business days. Your team reviews it before we meet.
Live briefing
45-minute video call with your leadership team. Scheduled within 10 business days of report delivery.
Why my read is worth paying for
The findings are the product. I diagnose, I don't implement, so there's nothing for me to upsell and no reason to soften what I find. You get a straight read on where your acquisition system loses customers and what it's costing you.
Who this is for, and who it isn't
This is the right engagement if
- You need to brief your CMO, CBO, or executive team on acquisition gaps, and you need the evidence to back the conversation.
- You want a live session to ask questions, probe findings, and discuss priorities with the person who did the work.
- You're building a business case for digital investment and need external analysis your leadership team can interrogate.
- You want the written report and a live briefing as a package, not separately.
This is not the right fit if
- You only need the written report. See the Customer Acquisition Signal Report ($1,000).
- You want to see a reimagined prototype of your acquisition experience. See the Opportunity Review ($4,500).
- You need a mortgage-specific video walkthrough. See the Mortgage Growth Video Audit ($2,500).
- You need implementation work. This engagement is diagnostic only.
How this fits in the suite
Every engagement is built around the same signal analysis framework. This tier adds a live session on top of the written report.
Mortgage Signal Report
Written diagnostic of your mortgage funnel. 7 business days. No meetings.
Bank-wide Signal Report
The same written diagnostic across your full retail acquisition footprint.
Mortgage Application Experience Audit
The Mortgage Signal Report plus a narrated walkthrough of the application itself.
Customer Acquisition Executive Briefing
The bank-wide report plus a 45-minute live briefing with your leadership team.
Buy NowCustomer Acquisition Opportunity Review
One product, diagnosed in depth, with a live debrief and a reimagined prototype of that product.
Build a package that fits your bank.
The four diagnostics are sold individually online. If you want to combine them, cover more than one product line, or scope something broader across your bank, tell me what you're weighing and I'll come back with a tailored package. I respond within 2 business days.
Before you commit
Evidence your leadership team
can act on.
A written bank-wide diagnostic plus a 45-minute live session. Your team reads the findings, arrives with questions, and leaves with a prioritized view of what to fix and why.
$3,500 Fixed fee · Paid via Stripe · Work begins within 1 business dayDelivery Guarantee
Your written report is delivered within 10 business days of payment, or I refund you in full. The one exception: the live briefing is booked around your team's calendar, so if your scheduling pushes the session past that window, it doesn't affect the guarantee.