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What goes into a customer data and insights scope of work?

Time to get insightful. Understanding your customers is key to creating the best product or service. And as a customer experience manager, you have the expertise to gather and analyze customer data the right way. If you’re not sure what to charge for your next project, here’s a breakdown of our top customer data and insights scope of work template that you can follow.

Welcome to Scope Smarter, Not Harder, a series from Wethos highlighting our services and scope of work templates from the Wethos Services Library. In this installment, we’re highlighting our Customer Data and Insights scope of work template!

Wethos users have access to over 60 scope of work templates and 700 services ranging from brand strategy to social media and design. Our scope of work tools streamline your proposal process so you can skip the freelance pricing mistakes and get to work.

Here’s our breakdown of a Customer Data and Insights scope of work so you know how to charge for your next project!

Please note that our pricing recommendations are powered by tens of thousands of data points, all from real studios on our platform. If you have feedback on the pricing below, please let us know! We always want our system to become smarter with your help.

Customer Data and Insight scope of work total: $8,350

Phase 1: Research and Discovery for $1,750

The project kicks off with a deep dive into the initial background materials provided by the client so you can get a better understanding of the work that’s been done to date and identify any initial opportunities for improvement. 

This phase should also include a kickoff call where you’ll walk the client through an introductory presentation that goes over your process, potential scenarios, and questions that will help set clear goals. This is a valuable piece of the puzzle that will set the tone for the rest of the project, so our template recommends pricing this call at $1,500.

Phase 2: Data Collection and Synthesis for $4,200

Time for the fun part: collecting all of the customer data. 

From conducting interview preparation sessions to creating a customer survey, this phase is where a bulk of the project work will take place. In addition to the preparation work involved, our template recommends including 5-10 customer interviews in your scope of work.

When it comes to price, our template recommends charging a total of $4,200 for this portion of the project. Customer data is your expertise and the work that will happen during this phase may take *a lot* of time. Those two elements — expertise and time — are two components to consider when coming up with a value-based pricing system.

If you don’t want to tackle the entire project solo, consider teaming up with another customer experience manager to share the workload.

Phase 3: Reporting and Recommendations for $2,400

To wrap up the project, you’ll dig into all of the data you collected and synthesize it into a wrap-up report that “provides a window into what customers like, dislike, need, and feedback to be improved on the client’s product or service” according to our scope of work template

The report is a culmination of all of the work you did and will help identify critical initiatives and a clear path of execution for the client moving forward. All that to say, this report brings a ton of value to the client so the price should reflect that!


Next time you’re sitting down to build a scope on Wethos, make sure you’re saving time (and money!) with our snappy templates. Do you have a go-to template that you use on your own? We’d love to add it to our library — and compensate you!


Ready to create your scope of work?