Own The Insight

Build a first-party data advantage you fully control.
As cookies fade, ad costs rise, and privacy rules tighten, the brands that win will capture and use their own customer data. Own the Insight is a clear, practical guide that shows leaders how to collect signals from the real world, connect them to purchase behavior, and turn those insights into measurable growth.
Lisa L. Fagen distills two decades in sales, marketing, and analytics into a step-by-step playbook that bridges retail, events, and packaging with digital touchpoints. You will learn how to design permission-based capture points, unify data inside your CDP, and activate audiences with precision so every campaign performs better than the last.
What you will learn- How to design friction-light capture points across digital, retail, events, packaging, and media- How to prove channel and partner ROI with source-level attribution and store-level results- How to build unified customer profiles, segment cohorts, and personalize offers that lift conversion- How to implement a Consumer Insights Flywheel that compounds results as your data grows- How to stay compliant while capturing data the right way, with clear permission and audit trails- How to equip sales with proof of demand that earns premium shelf placement and display wins
Who this book is for
For founders, CMOs, growth marketers, and sales leaders in CPG, beverage, and retail who want practical steps they can add to their existing digital dashboards. If you need to connect offline moments, such as tastings and QR scans, with online behavior and actual sales, this guide is for you.
Inside the book
You get field-tested frameworks, checklists, and examples that make it simple to start, scale, and measure. See where campaigns are winning by store, region, and audience, then double down with confidence. Learn how to set up surveys, QR and link strategies, receipt uploads, and clean data flows that reduce waste and increase ROI.
Includes a comprehensive appendix of bonus material
Checklists, templates, and tools: capture plans, attribution maps, offer and coupon workflows, survey question banks, and an INSIGHT meeting agenda. Placement guides for QR and link strategy. A glossary of key terms. A US privacy timeline and state matrix to keep programs compliant.
If you want certainty in a noisy market, this book gives you a system to collect, connect, and convert first-party signals into revenue.
Own the insight, outpace the competition, and grow with evidence, n

Lisa L. Fagen is the Founder and CEO of Promolytics, a software platform that helps beverage and CPG brands turn first-party consumer signals into repeatable revenue. She built her career in the alcohol beverage industry, gaining firsthand experience in sales, distribution, and field marketing. That perspective grounds her approach to digital analytics and makes her a practical voice on connecting traditional promotions to digital insight.Before joining Promolytics, Lisa held roles with RNDC, the second-largest wine and spirits distributor in the U.S., as well as with Anheuser-Busch and Health Services Corporation of America. She led key account turnarounds, launched go-to-market programs with retail partners, and earned multiple Sales Representative of the Year honors. Her pricing, merchandising, and chain execution experience reinforce her belief that data matters only when it enables faster decisions at the shelf and in the trade.At Promolytics, Lisa focuses on capturing permissioned consumer signals such as QR scans, smart links, surveys, cookies, and receipt uploads, then tying them to verified purchase behavior in a customer insight journey. She champions clean attribution, privacy by design, and simple dashboards that show where campaigns are working, by store, market, and cohort, so that teams can quickly fund winners and address underperformance. Her work bridges marketing, sales, and operations, providing brands with a clear path from signal to purchase.Lisa completed AI and Machine Learning training through MIT Professional Education and speaks on first-party data, retail media, QR adoption, and marketing measurement in regulated industries. She is the author of Own the Insight, a playbook for leaders seeking to replace guesswork with evidence and build durable customer relationships.