What We Offer

Root & Branch partners with companies to build insights functions, lead critical research, decode the audiences that matter most, and develop the leaders who drive it all. Whether you need fractional leadership, deep research, quick expert feedback, or executive coaching, we deliver insights and strategy that drive real decisions.

Let's Talk

  • Need to build or rebuild your insights function? We come in as your interim head of insights — designing methodology, building teams, and establishing infrastructure that lasts.

    What you get:

    • Strategic roadmap for your insights function

    • Team structure and hiring recommendations

    • Research methodology and process design

    • Vendor and tool evaluation & onboarding

    • Stakeholder alignment and executive reporting

    • Identify long-term KPIs

    • Build internal dashboards (optional)

    Timeline: Typically 3-6 month commitment

  • Understanding audiences means going deeper than surveys and data dashboards. We combine rigorous research with real-time cultural fluency to help you connect authentically.

    What we offer:

    • Custom research projects (qualitative, quantitative, mixed methods)

    • Audience segmentation and persona development

    • Cultural trend analysis

    • Campaign and concept testing

  • Sometimes you just need experienced eyes on your work. We review your campaigns, scripts, messaging, or creative concepts and give you straight feedback based on decades of understanding consumer behavior and cultural trends.

    What you get:

    • Quick-turn expert review (48-72 hours)

    • Written feedback on what's working, what's not, and why

    • Recommendations grounded in audience understanding

    • No long-term commitment

    Ideal for: Creative agencies, production companies, brands testing concepts before launch

  • Great insights leaders aren't just analysts — they're strategic thinkers, team builders, and trusted advisors to the C-suite. Whether you're stepping into a new role, building your first insights team, or navigating a career transition, we help you clarify your vision and execute with confidence.

    What we offer:

    • 1:1 executive coaching for insights and strategy leaders, production and development executives, and marketers

    • Career transition strategy and positioning

    • Leadership development for first-time managers

    • Executive presence and stakeholder management

    • Resume and cover letter review

    • Personality Tests & Aptitude Assessments

    Ideal for: insights professionals moving into leadership, strategists navigating career pivots, creative executives building new functions

Our Process

We Start with the Customer

Everything we do begins with understanding the people you're trying to reach. Whether it's building your insights function or decoding Gen Z behavior, we work backward from your audience to ensure every decision is grounded in real human understanding.

We Understand Your Business

We don't operate from a playbook. We take time to understand your specific challenges, goals, and constraints so our recommendations actually fit your reality — not some theoretical ideal.

We're Transparent and Efficient

You'll always know where we are, what we're finding, and why we're recommending what we're recommending. We only charge for what you need — no bloated scopes, no unnecessary add-ons. If something doesn't serve your goals, we won't sell it to you.

We Deliver Insights That Drive Decisions

Our work doesn't sit in a deck gathering dust. We deliver insights that are clear, actionable, and built to influence the decisions that actually matter.