Stage 2 · Customer understanding

    Critical Purchase Criteria

    Critical Purchase Criteria are the few factors that decide a purchase in each segment, weighted by importance. They are the basis for competitive assessment, value propositions and messages, because they show what customers actually choose on.

    Questions it answers

    1What do customers in this segment really choose on?
    2How important is each criterion?
    3Which criteria separate us from competitors?

    How it works

    The steps teams follow in our programs and projects.

    Step 1

    List criteria

    From interviews, sales and lost-deal reviews.

    Step 2

    Weight them

    Relative importance for each segment.

    Step 3

    Validate

    Test with customers and front-line teams.

    Step 4

    Use them

    Feed competitive assessment and messages.

    What you get

    The output

    A weighted list of purchase criteria for each segment.

    Where AI helps
    Where judgment decides
    Codes interview notes and reviews to suggest criteria.
    Checks weightings with customers; internal opinion is often wrong.

    From our client work

    How clients apply it

    Paraphrased and anonymized from recent programs and engagements.

    Application 1

    An industrial coatings marketing leader used trade-show conversations with sales and customers to validate purchase criteria for new product lines.

    Application 2

    Launch teams use them to decide which claims to lead with.

    Questions about Critical Purchase Criteria

    How many criteria matter?

    Usually five to eight. A few usually carry most of the weight.

    Do criteria differ by segment?

    Yes, often a lot. That is the point of needs-based segments.

    Want to use Critical Purchase Criteria on a live plan?

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