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Insights & Results

Lasting impact, measured.

Real outcomes from real engagements — efficiency lifts, hours given back, decisions made with confidence. Every metric tied to work a senior principal built and a client still uses.

+23%

marketing efficiency lift after one pilot

60%

reduction in manual reporting time

6 wks

idea to validated, production-ready prototype

Case Study · Retail

Marketing mix overhaul for a high-growth retail brand

A direct-to-consumer retail brand needed sharper attribution across a fragmented channel mix. We delivered a model and dashboard their growth team uses weekly to reallocate spend.

Before

Gut feel

After

Modeled

Lift

+23%

Outcomes

  • 23% improvement in marketing efficiency across paid channels
  • Weekly self-serve dashboard replaced manual deck assembly
  • Spend reallocation decisions now made in days, not quarters
  • Knowledge transfer to in-house analytics team on day 42

"The level of strategic thinking Balboa Insights brought to every stage was exceptional. The pilot delivered clear ROI in six weeks."

VP of Analytics · High-Growth Retail Brand

Case Study · Nonprofit

Operational data strategy for a regional nonprofit

A mission-driven organization was losing program-staff hours to manual data wrangling. We rebuilt their reporting foundation so the people closest to the mission could spend more time on it.

Before

~10 hr/wk

After

~4 hr/wk

Saved

60%

Outcomes

  • 60% reduction in time spent on manual reporting
  • One source of truth across program, finance, and grant teams
  • Funder reporting cycle cut from days to hours
  • Senior principal trained two staff to own the stack going forward

"Our team got their week back. The senior principal made data work feel possible, not overwhelming."

Executive Director · Regional Nonprofit

Case Study · SMB / SaaS

Customer segmentation pilot for a growth-stage SaaS

A SaaS team was guessing at expansion plays. We delivered a behavior-based segmentation model and a play-by-segment playbook in six weeks.

Segments shipped

5

Time to live

6 wks

Outcomes

  • Five behavior-based customer segments live in CRM
  • Segment-specific expansion playbooks for sales and CS
  • Lifecycle reporting framework adopted by GTM team
  • 90-day roadmap to layer in churn prediction next
What clients say

Senior partnership, plain English, real shipped work.

"The level of strategic thinking was exceptional. Clear ROI in six weeks. Exactly what we needed to defend the next phase of investment."
VP of Analytics High-Growth Retail Brand
"Our team got their week back. The senior principal made data work feel possible, not overwhelming."
Executive Director Regional Nonprofit
"Six weeks in, we were running real plays off real segments. No 80-page deck, no junior team. Just shipped work."
Head of Growth Growth-Stage SaaS

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