Reference table
Customer baseline methods compared for PE
Four ways to get a customer baseline after closing, on eight criteria
A comparison of four ways to get a customer baseline for a new portfolio company: AI-moderated interviews in Koji, calls picked by management, a consultant-led voice of customer project and a survey or NPS. It rates each on depth, sample control, speed, scale, consistency, candour, rerun and analysis effort. Koji compiled it for the 100-day customer baseline playbook.
Where this appears
What's in this reference table
| Criterion | Koji | Management-picked calls | Consultant VoC project | Survey or NPS |
|---|---|---|---|---|
| Depth | Open conversation with follow-ups | Deep but curated | Deep, trained interviewers | Shallow |
| Sample control | You set quotas and invite by segment | Management chooses | You and the firm choose | Self-selected |
| Time to results | Days to a few weeks | Days, but few calls | Weeks | Days |
| Scale | Dozens to hundreds | A handful | Tens | Hundreds |
| Consistency | Same guide every time | Varies by caller | Varies by interviewer | Fixed |
| Candour | Neutral interviewer | Guarded | Good | Short answers |
| Rerun next year | Same guide, same questions | Hard to repeat | Repeat engagement | Easy |
| Analysis effort | Themes and quotes generated | Manual | Done by the firm | Manual for open text |
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<a href="https://www.koji.so/visuals/pe-customer-baseline-methods-compared"><img src="https://www.koji.so/visuals/pe-customer-baseline-methods-compared/pe-customer-baseline-methods-compared.png" alt="Table comparing Koji with management-picked calls, consultant voice of customer projects and surveys for a PE 100-day customer baseline." width="1200" height="980" /></a>
<p>Source: <a href="https://www.koji.so/visuals/pe-customer-baseline-methods-compared">Customer baseline methods compared for PE</a>, Koji</p>
