Case Studies

Strategic Consultant Finds Fruitful Partnership for In-Field Market Research

Posted by TrendSource on December 20, 2018

Background and Client Objectives

A consulting agency needed boots-on-the-ground data collection for their manufacturing client; the agency was adept at big picture analytics and strategic recommendations but lacked the in-field capabilities to carry out their own research to establish a foundation for higher level work.

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In-Restaurant Mystery Shops Validate Piloted Training Initiative

Posted by TrendSource on December 05, 2018

Background and Client Objectives  

A national fast-casual restaurant needed to evaluate and validate the success of its customer service and experience initiatives, looking to tangibly link piloted service standards to improved customer experience before rolling out the standards to their 800+ franchised locations.  

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Topics: Mystery Shopping, Food Service, Market Research

Year-Round Mystery Shopping Program Ensures Public Transportation Service Standards Are Met

Posted by TrendSource on November 19, 2018

Background and Client Objectives

A public transportation provider was looking to implement performance monitoring systems to ensure passengers found their services accessible, and their employees dependable and friendly. They operated fixed-route busses, paratransit vans, and transportation centers, all with passenger-facing employees—they wanted to ensure the information and services these employees provided—whether as drivers, as station attendants, or phone operators/dispatchers— was timely, accurate, and reliable.

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Topics: Mystery Shopping, Transportation

Advanced Analytics Predictive Model Helps Client Optimize Future Advertising Campaigns

Posted by TrendSource on September 28, 2018

Background and Client Objectives 

A state-sponsored gaming program came to TrendSource to validate and optimize a recent advertising campaign, looking to both increase its efficacy and forecast its future ROI. To do this, they needed to learn more about dedicated and casual players, and tailor their advertising medium and message to those individuals to ultimately increase play and revenue.

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Topics: Customer Intercepts, Analytics, predictive analytics, Market Research

During AEP, CMS Event Audits Rapidly Report Compliance Issues

Posted by TrendSource on September 11, 2018

Background and Client Objectives

A Medicare Supplement provider needed to ensure it remained compliant with Center for Medicare/Medicaid Services (CMS) regulations during the Annual Election Period (AEP). They were particularly concerned about in-person meetings between prospective customers and their agents, namely 1:1 appointments, informal events, and formal events, all of which connected licensed providers to potential customers.

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Topics: CMS Compliance, CMS, Mystery Shopping, Compliance

Medicare Supplement Provider Ensures Year-Round CMS Compliance with Mystery Call Program

Posted by TrendSource on August 31, 2018

Background & Client Objectives

A national insurance company selling Medicare Supplements was concerned about remaining compliant with Centers for Medicare and Medicaid Services (CMS) guidelines and regulations year-round. Having already established a robust Annual Election Period (AEP) compliance program, they were looking to expand their compliance mystery shops, particularly in their call centers.

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Topics: CMS, CMS Compliance, Mystery Shopping, Health Care Compliance

Customer Intercepts Offer Rapid and Precise Insights

Posted by TrendSource on August 10, 2018

Background and Client Objectives 

A state sponsored gaming program approached TrendSource looking to validate their investment in a recently-deployed branding initiative. Specifically, they wanted to understand if their use of well-known characters and figures appealed to active and potential players and, if so, to what extent. In what ways did this branding resonate with the public, encourage play, and strengthen the overall perception of the client? Additionally, they wanted to understand the overall user experience as it related to this particular gaming terminal.  

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Topics: Customer Intercepts, Data Collection, Market Research

Panel Surveys Help Client Secure Venture Capital Funding

Posted by TrendSource on March 27, 2018

Background and Client Objectives

A startup diamond ecommerce retailer was seeking to secure venture capital funding after securing a patent which created a new way to cut diamonds to produce greater sparkle at a lower cost. Believing they would find a receptive online market, they nonetheless lacked the quantifiable data which could demonstrate the concept's viability to potential investors.

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Topics: Panel Surveys, Market Research

Competitor Analysis Research and Mystery Shops Help Grocer Build Omnichannel Service

Posted by TrendSource on March 27, 2018

Background and Client Objectives

A national grocer came to TrendSource looking to evaluate the competitive success of a recently developed omnichannel sales platform, in which customers placed orders online and picked them up in store. This being a relatively new service in the industry, the client lacked an understanding of how to appropriately measure its success relative to the competition, as well as a clear idea of who—region by region—the competition actually was. Thus, they came to TrendSource not only looking to evaluate their recently developed program, but also to determine how best to benchmark and evaluate it.

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Topics: Competitive Intelligence, Mystery Shopping, Omnichannel, Market Research

Panel Surveys Key To Understanding Emerging Market

Posted by TrendSource on March 27, 2018

Background and Client Objectives

A non-surgical cosmetic laser brand came to TrendSource setting out to uncover how to better identify their target markets and better conform marketing campaigns to them. Who was most likely to be interested in purchasing the client's services, what opportunities for market expansion lay in untapped consumer pools, and ultimately what marketing campaigns, messaging, and product offerings could best target these groups?

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Topics: Panel Surveys, Health Care, Market Research

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