Getting started with UpSight

1. Collect

1. 1.Create a project named 'North Star Health — Retention Research Q3'.
2. 2.Add North Star Health's website URL and define objective: identify top churn drivers before renewal.
3. 3.Generate interview prompts and survey questions from this context.
4. 4.Collect responses through waiting-room kiosk, email survey, and meeting recording uploads.

Example signal: Patients mention scheduling confusion and delayed follow-up after visits.

2. Understand

1. 1.Import the North Star sample people CSV with role, segment, risk tier, renewal month, and region.
2. 2.Create dynamic segments (for example: Clinic Ops Leaders in West region with high churn risk).
3. 3.Use Deep Dive and cross-tabs to compare what each segment says across surveys and interviews.
4. 4.Validate patterns with evidence trails before deciding what to change.

Example finding: Multi-location clinics over-index on slow support response vs single-site practices.

3. Act

1. 1.Generate follow-up drafts split 50/50 between sales actions and research actions.
2. 2.Create priorities/tasks from top churn drivers with owners and due dates.
3. 3.Update opportunities and account plans using evidence-backed objections and needs.
4. 4.Run follow-up survey after 2 weeks to measure change in sentiment.

Example action split: sales renewal-save playbook + research validation loop.