PlanBeyond

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Overview

$10,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

2 - 9

Employees

2016

Year Founded

ABOUT PLANBEYOND

Don't guess. Know For Sure.

Established in 2016, PlanBeyond equips organizations with the data and strategic insights essential for success. We assist both large and small entities in acquiring actionable data to drive brand development, product introductions, strategic planning, and market entry initiatives. As a comprehensive market research agency, PlanBeyond offers tailored research services that adjust to specific market needs and business environments.

Languages Spoken

EnglishSpanish

HIGHLIGHTS

$10,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

2 - 9

Employees

2016

Year Founded

Services

Focus

Industries

Clients

Services Provided

50% Market Research & Competitive Intelligence

31% Business Strategy & Planning

19% Business Consulting Services

About the Team

OUR STORY

PlanBeyond is dedicated to fostering long-term collaborations by partnering closely with clients across various projects, leveraging previous insights to refine strategic directions. The company embraces data-driven methodologies, employing both quantitative and qualitative research to deliver objective business guidance. Recognizing clients as industry experts, PlanBeyond blends their knowledge with its marketing and research prowess to create impactful strategies. Serving diverse sectors—from seafood to non-profits—and a range of clients from startups to established enterprises, they tailor solutions to fit unique goals and budgets. Committed to transparency and education, PlanBeyond guides clients step-by-step, ensuring clarity and shared understanding throughout the process. Their collaborative, cross-industry experience makes them a trusted ally in driving meaningful customer engagement and growth.

Portfolio

Designing A Product That Sells Out Immediately

Unknown

BACKGROUND A utility company aimed to create a home charger program for electric vehicles (EVs) to promote EV ownership. They first needed to confirm that such a program would encourage more people to consider purchasing electric vehicles. Additionally, they wanted to determine which features would be most effective in boosting enrollment rates if they proceeded with the program. OUR APPROACH We conducted a survey-based study to: 1) validate the concept; 2) assess the relative advantages of various potential features; and 3) identify the optimal combination of features that would attract the most consumer interest. THE RESULTS Optimal Product Configuration By the end of the study, the team gained a comprehensive understanding of which product features were important to residents and how modifying those features could impact interest levels. Internal Validation for a Trial The findings equipped the core team with essential data to secure approval within a large organization that relies on consensus, allowing them to advance to an in-market trial. Sold Out Trial Within a month of promoting the program to local residents, the trial reached full capacity. There is now a growing waitlist of residents eager to participate following the pilot program.

Differentiating A Business In A Crowded Market

Unknown

BACKGROUND A direct-to-consumer, global financial services company was facing competition from both established and emerging brands that offered identical products at comparable prices. To set themselves apart and sustain customer acquisition, they sought ways to differentiate through potential messaging, positioning, or service guarantees, necessitating an objective method for validation. THE APPROACH We conducted a study aimed at quantifying trends from qualitative data to visualize patterns and pinpoint opportunities. THE RESULTS By employing an objective research strategy that yielded actionable insights, the client’s marketing and customer service teams successfully revised their tactics to enhance growth and customer satisfaction: Improved landing page conversions: Drawing from the messaging research, the marketing team identified several new value propositions that they tested on paid media landing pages, leading to increased conversion rates and more efficient spending. Clear customer service benchmarks: The research provided the customer service team with specific metrics to evaluate service performance across various channels, establishing benchmarks needed to substantiate claims regarding customer service quality.

Tracking B2B Brand Awareness Benchmarks

Unknown

**BACKGROUND** A global brand agency underwent a series of acquisitions and aimed to rejuvenate its domestic presence while raising awareness of its services in new markets. To evaluate the effect of their marketing efforts on brand reputation, they first sought to measure current brand recognition levels. **THE APPROACH** We created a study to assess the awareness that key decision-makers had of both the agency and its competitors, and to gather insights that would guide future marketing strategies. **THE RESULTS** After completing the market research project, the agency gained several advantages: - **Awareness Metrics** They obtained measurable awareness data for their agency and major competitors, providing a concrete benchmark to track changes in recognition over time and supporting requests for additional marketing investments. - **Marketing Strategy Opportunity Identification** The research pinpointed issues related to service differentiation and highlighted how stakeholders choose agencies. This enabled the agency's marketing team to pinpoint valuable content marketing opportunities. - **Study Replicability** The survey was structured for easy replication, ensuring that future assessments of aided awareness would be conducted consistently, establishing reliable longitudinal benchmarks.

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