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Caitlin Dailey

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Begin with the End—Lessons Learned

Posted by Caitlin Dailey

Fri, Feb 02, 2018

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A former colleague of mine had a post-it note on his wall that read: You have as many hours in the day as Beyoncé. Inspiring words, but for those of us in professional services (rather than entertainment) it can feel like the to-do lists never end.

I recently watched a webinar on productivity given by MIT Sloan School of Management Senior Lecturer Robert Pozen. There was a lot of useful information in the webinar, but one piece of advice really resonated: begin with the end.

“Beginning with the end” means letting your desired outcome drive the planning and execution of your task. If you are cognizant of what your end-goal is, it will make tackling projects of any scope a lot easier—whether that’s writing an email or the final report of a multi-phased segmentation study.

At CMB, we always begin with the end in mind. When kicking off a project, we meet with key client stakeholders to align on business and research objectives. We leverage our proprietary Business Decision tools to identify what the desired business objectives are, and use that information to inform our research objectives and design. This preliminary decision-focused conversation ensures the research solution, story, and results are actionable and will deliver meaningful outcomes with true business impact.

Once the project is kicked off, no time should be wasted—consider building out a narrative and recording tentative conclusions as soon as data starts coming in. It can be tremendously helpful to have a mid-field check of the data to revise those conclusions, and then do a final revision once you have all the data. The story might not change much during this time, but writing and revising your conclusions prior to the close of an initiative can make delivering the final report less stressful.

Particularly in market research, there’s pressure to deliver results faster than ever. When you start with the end in mind, you can be building out the story in an iterative process, rather than scrambling to at the end. Since unearthing a clear and meaningful story is one of the most important pieces of a project, you’re only helping yourself (and your colleagues) by beginning with the end.

Other ways to improve productivity

As I mentioned, there were loads of other useful tips from Pozen’s webinar on how to increase productivity:

  • Write down your daily goals: Rome wasn’t built in a day, so jot down objectives you can realistically accomplish today.
  • Don’t exhaust your schedule: Avoid scheduling every minute of your day. Having a calendar filled with meetings may look productive, but it’s important to include “thinking time” for yourself.
  • Include work and non-work tasks: Your list should include routine essentials like going to the gym or having dinner with your family. This will help maintain a healthy work/life balance and will give you time to “recharge”.
  • Manage your inbox: If you’re in the zone, don’t feel pressured to stop and respond to each email immediately (unless it’s urgent, of course). Instead, set aside time a little later to respond to all emails.
  • Let go of perfectionism: Do you reread an email 5 times before you hit send? Scan through a deck repeatedly? Chances are, it were ready to go after the second review, so save your mental energy for something else and move on.
  • Quit procrastinating: One of the biggest hurdles to getting things done is simply starting them.

I’m now being mindful of how I can incorporate these practices into my life to maximize my productivity, and in turn, hope to tip the scale of my work/life balance in favor of a more stress-free work week. I hope you can too!

Caitlin Dailey is a Senior Project Manager on the Financial Services, Insurance, and Healthcare team at CMB and is looking forward to trying out these tactics to help get her out of the office a little earlier in 2018.

Topics: methodology, business decisions, research design

Sporting Brand Loyalty

Posted by Caitlin Dailey

Wed, May 24, 2017

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The Celtics (my personal favorite Boston team) are just hanging on by a thread after last night's loss against the Cavaliers. But despite the Celtics playoff buzz around Boston, some die-hard Patriots fans are still riding the high of Super Bowl LI. Case in point, a couple weeks ago I saw a SnapChat of a friend replaying the game on his DVR just to relive the glory.

I was also just in Atlanta for some focus groups and couldn’t help but smile when my cab driver proudly pointed out the new Falcons stadium—he didn’t know I was a New Englander. So, although it may seem unseasonable to talk about the Patriots in May, I need to take the opportunity to share that Super Bowl LI was the greatest comeback in history, and as it turns out, a chance to show off the power of always seasonable brand loyalty.

In the weeks leading up to the big game, I saw a lot of social media posts and articles predicting an underwhelming Super Bowl due to Atlanta’s small fanbase. They argued the game would be more exciting if we were playing the Dallas Cowboys, a team with much sexier brand appeal.  I’ll admit, we Pats fans can be a bit cocky, but can you blame us? Regardless, one pro-Pats article that ran in the Boston Globe led to a Falcons fan banning Boston-based Sam Adams in his Georgia convenience store until after the Super Bowl. That’s commitment!

Removing Sam Adams from the shelves of one convenience store for a few weeks didn’t have much impact on the brewery’s bottom line, but the store owner’s boycott is an example of the potential power of true brand loyalty. The convenience store owner demonstrated his loyalty to his team, the ban culminated in some playful banter between the two parties on Twitter, and as far as I know, Sam Adams is back on the shelves of that store. So while the stakes here were low, wouldn’t executives, at let’s say Pepsi or United Airlines, have benefitted from building the kind of loyalty this Falcons fan felt —something to help brands get through a PR crises?

There are many drivers of brand loyalty. Perhaps a brand makes its consumers feel a certain way, garnering the right emotions that keep them coming back for more. Maybe the brand sends the right message about the kind of person who uses its product/service, creating a sense of kinship among its customers. Or perhaps the brand is really good at creating meaningful customer experiences. It could also be as simple as “I love the New England Patriots (or Celtics!) because I grew up watching them".  Often it’s a combination of all these drivers.

Marketers are facing pressure to answer critical questions to help build loyalty. How is your brand answering the call? Is your brand conveying the right message? Do your customers feel valued enough to not jump ship? Is your loyalty programming compelling enough?

 Who’s doing it right, and who’s getting it wrong? Tell us in the comments.

Caitlin Dailey is a Project Manager for the Travel/Entertainment/Finance/Insurance practice. Outside of work she is a company dancer with DanceWorks Boston. She’s a true Boston sports fan, and the only Falcons she likes are from her alma mater, Bentley University!

 

 

Topics: customer experience and loyalty, AffinID, emotion

Punxsutawney Phil Predicts a High Open Rate

Posted by Caitlin Dailey

Thu, Feb 18, 2016

groundhog_day.pngRemember when clerks asked for our email addresses? Now, at many stores, we’re just told to give it. The result is an inbox flooded with promotions and “flash sales” from so many places that you can’t keep track of which brand is offering what. We’re bombarded with so many emails—which we may not have even wanted in the first place—that hearing the ding of a new message has become more of an annoyance than a delight. Are people even reading these emails anymore? And if they aren’t, just how effective are email marketing campaigns these days? 

Over the past couple of years, people have debated whether email marketing is still lucrative. Email services like Gmail are getting smarter—allowing consumers to curate their emails more effectively, which further complicates the matter for marketers. Still, most marketers agree that while it’s a viable tactic, email marketing strategies need to be adjusted so emails ultimately deliver positive interactions that drive results. This means ditching the “batch and blast” and moving to a more personalized approach. Combining market segmentation and database analytics, marketers can be smarter about which messages get delivered to which customers. 

Segmentation is indisputably powerful, but, once you’ve targeted your audience, there are rules of thumb for creating emails worth opening. According to this Entrepreneur article, your email should do one (or more) of four things: solve a problem, save your recipients money, make them smarter, or entertain them. I recently received an email that checked off two of these boxes, creating interest for me to read past the subject line...

On February 1st, DSW sent me a promotional email with the subject line: “Tomorrow, Phil’s deciding our deal.” Because the next day was Groundhog Day, I was interested enough to open the email and see how this related to a shoe sale. The email said that the deal would either be 25% off boots or 25% off sandals. The next day, I got the following message: “Groundhog says. . .25% off sandals for an early spring!” If Punxsutawney Phil had predicted 6 more weeks of winter, we would have received 25% off boots. It was a really clever and engaging (and money saving) way to stand out among the sea of promotions and campaigns I receive every day. Now, I can only hope that I’ll get a chance to wear my new sandals before May. 

If you’re looking for new ways to reach your customers with more personalized/relevant messages and you need help targeting them, check out our segmentation capabilities here

Caitlin Dailey is a Project Manager at CMB. Outside of work, she is a company dancer with DanceWorks Boston. After last year’s winter, she is glad that Punxsutawney Phil predicted an early spring!

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Topics: marketing strategy, customer experience and loyalty, market strategy and segmentation, retail research

4 Things I Learned at the 2015 Pinnacle Awards

Posted by Caitlin Dailey

Thu, Feb 19, 2015

Originally posted on the Greater Boston Chamber of Commerce blog


CMB
In January 2014, my colleagues from Chadwick Martin Bailey and I attended the Greater Boston Chamber’s Annual Pinnacle Awards. I was so inspired by the stories of success from the honorees and felt so proud that the president and CEO of my company, Anne Bailey Berman, had herself been a recipient of a Pinnacle Award back in 2007. While I went there to support the women in our community and hear about their journeys toward achieving their goals, I left with a new personal goal I was committed to working towards.You see, during the ceremony, a group of women were asked to stand up as the room applauded them. These women were members of the Chamber’s Women’s Leadership Program—women who were selected from a large pool of applicants who were given the chance to attend seminars, workshops, and networking events to grow their leadership skills. I wanted to be part of that group.

Fast forward to a few weeks ago – when I achieved that goal, sitting among the new Women’s Leadership class being recognized at the 2015 Pinnacle Awards. And once again, it was an incredibly inspiring event.

Using my experiences from the program, I examined the honorees’ speeches through a new lens. I listened to identify how the skills and tenets I had learned myself helped this amazing group of honorees achieve their success. Four great insights left a lasting mark in particular:

1). Embrace every opportunity that’s presented and don’t shy away from something that’s outside of your comfort zone. When Emily Rooney, Host and Executive Editor of Beat the Press, was interested in creating Beat the Press, she learned that Arianna Huffington wanted to pitch something similar with the same name. Emily wasn’t afraid to take a risk when the odds may have been against her, and she came out the victor.

2). It’s ok to be emotional and passionate. Deb Re, CEO of Big Sister Association of Greater Boston, said it best: “If something doesn’t make you emotional and passionate then it probably isn’t worth your time.” As women, showing emotion does not make us weak. We’re likely to produce better work when we care about what it is we are doing.

3). Having a good support system is just as important as having a good idea. All of the honorees had family and friends in the audience who helped them get to where they are today. I loved hearing the loud cheers from sections of colleagues who play a role in the honorees’ every day successes – and in turn, the honorees acknowledging the importance of these partnerships in their speeches.

4). Pay it forward. Many of the honorees were also members of volunteer committees. As we move up in the working world, it’s easy to succumb to the pressures of the job, but also important to make time to give back. This was illustrated best by honoree Cindy Laba, Founder and Head of School at Beacon Academy, when she made every person in the audience take out his/her cell phone and say hello to someone who means a lot to them.

I was so inspired by these amazing stories of success and look forward to attending the Pinnacle Awards in the years to come.

The Chamber has created so many opportunities for women in the Boston business community and continues to serve as a support system by helping women in our community achieve their goals. It’s an honor to be part of that.

Caitlin Dailey is a Project Manager for Chadwick Martin Bailey (CMB). CMB is a Boston-based Gold Top 50 market research and consulting firm, partnering with a select group of the world’s leading brands to deliver critical insights for confident, strategic decision-making. 

Topics: Chadwick Martin Bailey, our people, Boston

Leaning in at CMB

Posted by Caitlin Dailey

Thu, Feb 05, 2015

pinnacle award winners, cmbCMB is a great place to work for both genders, but, as a woman, I’d like to give you my perspective. Having recently attended the Greater Boston Chamber of Commerce’s annual Pinnacle Awards, a luncheon celebrating women leaders in the Boston community, I started to reflect on my own journey in the workforce. The eight women receiving awards that afternoon all had such inspiring stories, most facing some form of adversity, to become leaders in their field and contributors to the Boston community. Fortunately for me, CMB has given me many opportunities to grow and develop professionally, perhaps due in part to the fact that it is a woman-led company. Our President and CEO, Anne Bailey Berman, was herself a recipient of a Pinnacle Award back in 2007 for achievement in entrepreneurship, and CMB was named one of the top women-led businesses in Boston this past year.I joined CMB straight out of college nearly 5 years ago, starting out as an associate researcher. My first impression was that CMB’s culture was an open one in which collaboration between senior and entry-level staff was not only encouraged but considered a critical part of a project’s success. However, you’re not just thrown to the wolves. CMB has a great training program for new associates, teaching all facets of project execution through classroom-setting sessions and on-the-job training through project mentorship from senior associates. There are clear paths for promotion and growth and development opportunities for all levels in weekly “CMB University” sessions. Anne is always telling us to “ask for forgiveness, not permission.” We’re encouraged to have our own voice and contribute strategic thinking from the outset, and after only 3 years, I was promoted from associate to senior associate to project manager.

As a project manager, I have faced new challenges in finding the managing style that works best for me, particularly as a woman. Thanks to Anne’s involvement in the Boston business community as well as her recognition of the importance of the role of women in leadership, I have been presented with examples of strong management and opportunities to attend events that help me find the style that works best for me.

As a group, the women of CMB attend networking breakfasts and co-host WIRE (Women In Research) events. The best opportunity I’ve received so far is being accepted to the Boston Chamber Women’s Leadership Program, which allows me to attend events, seminars, and lectures to learn from my peers and other women leaders in our community. Just this week, our Senior Marketing Manager, Stephanie Kimball, was accepted to Boston’s Future Leaders Program.

So ladies (and gents), if you’re interested in a career in market research, I encourage you to apply here. We have smart people, do important work for world-leading brands, and give back to the community through fundraising and volunteering. There is a true sense of comradery between colleagues here. CMB’s not just a stop along the way, but a place where you can grow your career. This is a place where producing exceptional work is the attainable expectation and every day is a new learning experience.

For key takeaways from this year’s Pinnacle Awards, visit http://bostonchamber.com/lessons-in-leadership-for-greater-boston-women/.

Caitlin Dailey is a Project Manager for the Travel/Entertainment/Finance/Healthcare/Insurance practice. Outside of work, she is a company dancer with DanceWorks Boston.

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Topics: Chadwick Martin Bailey, our people, Boston