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Location Optimization Bundle

Locate Clients Near and Far with These Easy Steps.

Increase sales from top and emerging Zip Codes and DMAs that look like your most loyal customers' locations by uncovering the location information for your new, repeat and emerging client personas. Discover what matters most for your cause by revealing: 

  • The personas of current customers
  • The personas, insights, and analytics for the buyers in your top and emerging locations

Equipped with a new found confidence in your outreach methodologies, make your next move and target the audience with an affinity for your products and services.

Using your current customer and sales data, boodleAI will deliver a personalized report bundle including a customized Customer CLEARTop Locations SEAR, and Emerging Locations SEAR. - equipping you with tools to guide you to your most desired outcome.  

How This Helps You


What are the Data Requirements for this Bundle? 

  • Data requirements for the CLEAR:

    One (1) CSV or Excel Customer File containing first name, last name, address and/or email, and customer ID of each individual. 
    • Please also include any additional data of your own that would be helpful for segmentation purposes.
  • Data requirements for the SEARs:

    One (1) CSV or Excel Transactional File (one row per item), containing:
    • Required:
      • First name
      • Last name
      • Address and/or email
      • Transaction Date
      • Item Unique Identifier (SKU, Name, etc.)
      • 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
      • Customer ID 
                • Preferred (but optional):
                  • Method of Acquisition
                  • Transaction ID
                  • First Purchase Date
                  • Referral Date (Date of Initial Outreach)
                  • Item Cost or Margin 

                      Please note that each item of every order should be on a separate line. Contact Information should be contained on each line. 

                      If you do not collect some of the required or preferred data fields or have any questions, please let us know so we can determine the best next steps.

                      To ensure the accuracy of your reports, please make sure your file is prepared in accordance with our Data Pre-Processing Guide. If you would like to skip that step and have us prepare your data for you, enquire by emailing success@boodle.ai