The deck
Opens on your question and its answer; ends on what to do.
You measure dozens of things. Agents find the few that move your key metric, set them against how you perform, and hand you a deck that says where to act.
01 / Your question
Agents use your business question to recommend the models to fit, and write every finding around it.
You name the outcome — NPS, satisfaction, intent, churn — and the attributes that might move it; the deck opens on your question and answers it.
02 / The model plan
You confirm a recommended model plan; every model is cross-validated against the others.
The primary model sets the importance ranking. If another fits better on cross-validation, the report says so rather than hiding it.
Without a usable question the plan falls back to rules: logistic regression and a random forest for a yes/no outcome, random forest and gradient boosting for NPS, PLS when there are many drivers for the sample size. Tree models can add SHAP explanations; linear models report p-values; Shapley value regression is exact up to 12 drivers.
03 / What matters
Importance sums to 100% across the drivers, and each is tiered: primary, secondary or low priority.
Tiers come from where a driver falls in the spread of importance — the top quarter primary, the 40th to 75th percentile secondary. Drivers that are missing, constant or not numeric are left out, with the reason stated.
Separate models for Detractor → Passive and Passive → Promoter, because what creates promoters is rarely the inverse of what creates detractors. Each stage needs at least 20 respondents.
04 / Where to act
High importance and below-median performance is where to concentrate.
The map splits at the medians into four quadrants — Concentrate here, Keep up, Possible overkill and Low priority — with every driver labelled and its numbers in a table beside it.
05 / The answer
The PowerPoint opens on your research question and its answer, then shows the drivers and what to do.
Executive summary · Modeling approach · Driver findings and quadrant maps · Insights · Strategic recommendations — with the model comparison and an editable quadrant chart in the appendix.
The deliverables
Opens on your question and its answer; ends on what to do.
A PDF write-up of the findings and how they were reached.
Importance, the model comparison and the quadrant data, as CSV.
A quadrant map for every outcome, ready for your own slides.
Use it when you hear
Before you start
Want to know who your customers are, not what moves them? That’s a segmentation — Segmentation
Start with your research question and finish with a deck that says where to act — the drivers, the quadrant map and the models behind them.