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Insights & Results

Numbers our clients defend in board meetings.

Real outcomes from real Rapid AI Pilots. Senior-led, six weeks each, every metric tied to a decision someone had to defend.

+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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