Customer Advisory Growth The Hartsema Group specializes in building and managing Customer Advisory Boards, presenting a clear opportunity to cross-sell enhanced CAB services to clients seeking structured customer insights and strategic feedback channels.

SMB Target Focus With a small team of 2-10 employees and revenue between 1M and 10M, there is potential to partner with mid-market firms looking to formalize customer insights programs without engaging large global firms.

Integrated Tech Stack Leverage their use of Azure, Microsoft 365, Google Analytics and other tools to propose data-driven CAB deliverables, such as dashboards and reports, bundled with ongoing advisory services.

Consulting Services Expansion Offer value-added services around product feedback loops, market research, and editorial-style reporting to improve product planning and go-to-market strategies for clients’ portfolios.

Competitive Positioning Position Hartsema as a specialized, high-value CAB integrator contrasting with larger executive search firms, highlighting agility, tailored boards, and industry-agnostic advisory capabilities to attract growth-stage companies.