Customer Framework Development
A key component of any strategic marketing, branding, or innovation project is developing a customer segmentation framework to inform where to play opportunities. Customer framework development also helps structure the market to manage the customer experience on a segmented basis.
Think of it as the intersection of market segmentation, customer journey mapping, and customer experience. We use the term “customer framework” vs. “customer segmentation” to reflect a more robust, foundational set of deliverables
A customer framework is a way of looking at a product or service category by identifying distinct segments of customers whose motivations and behavior are fundamentally differ from each other
It flows from the perspective that all customers are not alike – and individual customer groups will seek out different brands and experiences for different reasons and for different need states
- A customer framework is not just a piece of research – it informs how a company approaches its market(s) and structures brand and business development
The customer framework can either be hypothesized qualitatively or developed through a quantified segmentation study.
The diagram shows information obtained through framework development:

The framework itself consists of three interrelated elements— customer segments, potential needs, and strategic opportunity areas.
(For service-based brands, a fourth ‘customer experience’ element can be added, resulting in a customer experience management framework.)
Think about a customer framework as a strategic chessboard: Across the top, align customer groups your organization could potentially serve. Then, on the left, group market-based opportunities: What needs do customers have? What benefits are they seeking? What jobs need to be done? Any areas of unmet need represent unoccupied white space opportunities. Like a master chess player, this allows a company to strategically identify, plan for, and move into new demand spaces, making the competition irrelevant.
Goal
To successfully design and execute the customer segmentation and experience research, determine the optimal segmentation solution and prepare the comprehensive customer framework
Major Activities
Develop research design and survey, working closely with the client team. An online survey is typically recommended, as a proven, cost-effective method for segmentation research. Potential areas of study: attitudes/motivations, unmet needs, product usage and purchase behavior, competitive brand imagery, and demographics
- Finalize, program and field questionnaire, including client approval
- Finalize segmentation iterations, and hold work session to review and select a segment solution
- Thoroughly analyze data and develop customer framework, including marketing target selection criteria and recommendations
- Hold work session(s) to review segmentation analysis and confirm marketing target(s)
Key Deliverables
- Agreed-upon research design and research instrument
- Segmentation solutions and complete data tabs
- Quantified segmentation framework, integrating attitudes and behaviors, key issues and implications, across the following: 1) Deep understanding of client brand imagery vs. competitors; 2) Functional benefits and brand personality; gap vs. ideal; and 3) A definition of portfolio management opportunities vs. a collection of brands and products designed to maximize incremental volume, minimize cannibalization
- Potential need gaps and “white space” opportunities for future growth
- Client-confirmed targets as an input to qualitative research (i.e., recruiting specs, etc.)
- Identification of 4 – 5 high potential for positioning areas for key brand(s)
Key outputs of this step are used as an input into concept development and optimization.
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