Customer Insights Dashboard
Shows what your audience cares about, clicks on, and responds to in real time.
How It Works
Data Sources Connected
CRM, website, social, and reviews linked
AI Analyzes Patterns
Identifies segments and behaviors
Profiles Generated
Dynamic avatars with real data
Insights Surfaced
Weekly intelligence briefings
Targeting Optimized
Segments fed into campaigns
Manual vs Automated
The Manual Way
20-40 hours for initial research
Conducting surveys, interviewing customers, analyzing data in spreadsheets, creating static personas that quickly become outdated
- Research is expensive and time-consuming
- Personas become stale within months
- Hard to validate assumptions
- Data lives in silos
The Automated Way
Always up-to-date automatically
AI continuously analyzes customer interactions, reviews, and behavior to build dynamic audience profiles that evolve with your market
- Real-time customer intelligence
- Automatic segment discovery
- Validated with actual behavior data
- Unified view across all touchpoints

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The Intelligence Layer
The AI prompt that powers this automation
You are a world-class market researcher and customer psychologist. Create a comprehensive customer avatar for my business. **Business Context:** - Business Type: [BUSINESS_TYPE] - Main Product/Service: [MAIN_PRODUCT] - Price Point: [PRICE_POINT] - Current Customers: [CURRENT_CUSTOMERS] - Desired Customers: [DESIRED_CUSTOMERS] **Please provide:** 1. Demographic Profile 2. Psychographic Profile 3. Goals and Aspirations 4. Pain Points and Frustrations 5. Buying Behavior 6. Objections and Concerns 7. Where They Spend Time Online 8. Messaging That Resonates
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For DIY users: copy and use manually. For teams: this runs automatically inside the software.
Variables to Customize
[BUSINESS_TYPE]Type of business
Example: B2B Marketing Agency
[MAIN_PRODUCT]Primary offering
Example: Full-service marketing retainer
[PRICE_POINT]Typical price range
Example: $5,000-$15,000/month
[CURRENT_CUSTOMERS]Who buys now
Example: SMBs with 10-50 employees
[DESIRED_CUSTOMERS]Who you want to attract
Example: Mid-market companies with 100-500 employees
Pro Tips
- 1Start with the default settings before customizing variables
- 2Test the workflow with a small batch before scaling
- 3Monitor the first 10 outputs to ensure quality
- 4Combine with related systems for maximum impact
- 5Review performance weekly and adjust as needed
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