Research

Insights That Inform Strategy.
Data That Drives Decisions.

Strong business strategy starts with understanding.

At Chartwell, we provide the research and insights that help organizations make smarter, more confident decisions. We go beyond surface-level data to uncover what your audiences think, how they behave, and what drives their perceptions.

Our research approach combines qualitative and quantitative methods to deliver clear, actionable insights so you’re not guessing, you’re informed.

We also connect research directly to strategy. From communications and content to PR and organizational planning, to branding and audience prioritization, our insights ensure every decision is grounded in real audience intelligence and market understanding.

Because effective strategy isn’t built on assumptions, it’s built on insight.

Audience & Stakeholder Research

We uncover what your key audiences think, need, and expect through surveys, interviews, and focus groups providing insights that shape messaging, strategy, and engagement.

Perception & Brand Studies

We assess how your organization is viewed by internal and external audiences by identifying strengths, gaps, and opportunities to strengthen your reputation and positioning.

Market & Competitive Analysis

We evaluate your competitive landscape, industry trends, and positioning to help you better understand where you stand – and where you can lead.

Survey Design & Execution

We design and deploy customized surveys that gather meaningful, decision-ready data aligned to your goals.

Focus Groups & Qualitative Insights

We facilitate structured discussions to uncover deeper insights, motivations, and perceptions that data alone can’t reveal.

Data Analysis & Reporting

We translate complex data into clear, actionable insights with reporting that highlights what matters and what to do next.

Strategy Integration

We connect research directly to action informing communications, content, PR, and strategic planning to ensure insights lead to impact.

Because when you understand more, you can do more – with clarity, confidence, and impact.

Built for the industries we serve

Our work is grounded in deep experience across the sectors we know best – credit unions, economic development, education, healthcare, and nonprofit organizations.

We understand the unique challenges, audiences, and opportunities within each and tailor every strategy accordingly. Because effective marketing and communications isn’t one-size-fits-all. It’s informed, intentional, and built for your world.

Problems we solve

“We don’t have the data to make confident decisions.”

We provide reliable, actionable insights that remove guesswork and guide smarter strategy.

“We don’t fully understand our audience.”

We uncover what your audiences think, need, and expect so you can communicate and engage more effectively

“We’re not sure how we’re perceived.”

We assess your reputation and positioning to identify strengths, gaps, and opportunities for improvement.

“We need to validate our strategy or direction.”

We provide data-backed insights that confirm, challenge, or refine your approach before you invest further.

“We’re entering a new market or launching something new.”

We deliver research that informs positioning, messaging, and go-to-market strategy.

“We have data, but don’t know what to do with it.”

We translate complex information into clear insights and actionable recommendations.

Research Packages

Our research packages provide a structured path to deeper understanding – whether you need a clear, data-driven baseline, more nuanced insight from key stakeholders, or a fully integrated view of your audiences and brand. Each level builds upon the last, combining quantitative data with increasingly rich qualitative insight to uncover not just what your audiences think, but why. From foundational measurement to comprehensive analysis, our approach equips you with the clarity and confidence to make informed, strategic decisions grounded in meaningful data.

We also offer customized solutions for your unique audiences and challenges.

Tier 1:

Broad-based Surveys

Establish a clear, data-driven baseline

$5,750 - $7,500

  • Collaborative confidential survey design with leadership
  • Development of measurable response frameworks
  • Digital (and print, if appropriate) survey distribution strategy
  • Data collection and analysis
  • Executive summary report highlighting key findings, trends, and strategic implications.

Tier 2:

Surveys + Targeted 1:1 Interviews

Quantitative data + insightful perspective

$11,000 - $14,500

Includes all elements of Tier 1, plus:

  • Development of structured stakeholder interview guides
  • Direct outreach coordination (client-provided list)
  • Facilitation of up to 10-15 confidential 1:1 phone interviews
  • Thematic analysis integrating survey and interview insights
  • Expanded strategic findings and recommendations report

Tier 3:

Surveys, 1:1 Interviews & Focus Groups

Fully integrated quantitative data and qualitative intelligence

$17,500 - $24,000

Includes all elements of Tier 3, plus:

  • Development of customized focus group guides
  • Facilitation of up to three (3) focus groups with targeted segments
  • Cross-segment thematic analysis
  • Integrated executive-level findings presentation
  • Strategic brand and positioning recommendations
Disclaimer: Budget does not include travel expenses, or other ancillary out-of-pocket expenses.

Our research and insights work helps organizations better understand their audiences, validate their strategies, and make informed decisions that lead to stronger outcomes.

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