About 5W Strategists

Our passion is to help Agencies and Marketers accelerate their success by delivering exceptional fractional analytics services, AI tools and consumer data

What Defines Us

We are brutally honest and will always act in your best interest. We pride ourselves on delivering among the best strategic and tactical advice, models, insights, reports, information systems and creative materials in the industry. We use the best tools available, apply innovative techniques and have a proven methodology to advance our clients' success incrementally through a series of high-payoff steps.


5W was founded in 2009 by Jerry Montgomery and David Barron with the goal of helping direct marketers maximize their success by optimizing their 5 W's — Who to engage, with What content, Where, When and Why. We accomplish this through a unique mix of experience, advanced machine learning and data mining algorithms, data and direct marketing acumen.

Our key employees have delivered value to more than 150 organizations and led over $100 million in marketing analytics, data mining, advanced decision system and database development projects.

Our Unique Advantages

  1. Our integrity and commitment to deliver you value
  2. Our ability to deliver fractional marketing and analytic expertise that delivers a rapid and high ROI
  3. Decades of analytics experience optimizing marketers' 5 W's: Who to engage with What content, Where, When and Why
  4. AIM5® — Our Artificial Intelligence Mining engine
  5. Rare mix of omnichannel direct marketing, business, database, creative and analytic knowhow gained from helping more than 150 organizations
  6. Our superior data and insights on more than 260 Million consumers comprised of more than 1,000 attributes
  7. Our unique proprietary techniques and knowhow developed over many decades and our willingness to share them with our clients