PlanBeyond

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of an advertising & marketing company 

Describe what your company does in a single sentence.

An integrated marketing and communications consulting agency for brands with entrepreneurial heart.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PlanBeyond to accomplish?

• Conduct primary market research to inform a client's go-to-market plan.

SOLUTION

How did you find PlanBeyond?

• Prior work

Why did you select PlanBeyond over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

• Primary Research
• Data Analysis
• Consulting Services
• Final Report

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Fantastic survey completion rate Our timeline was exceeded! Strong statical data evidence

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Laura is fantastic at communicating project updates and ensuring she is providing all the information needed.

What was your primary form of communication with PlanBeyond?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Laura's expertise and ability to share that with clients. Organizational skills and data storytelling.

Are there any areas for improvement or something PlanBeyond could have done differently?

No- we loved working with Laura!

BACKGROUND

Please describe your company and position.

I am the VP and General Manager of a manufacturing company.

Describe what your company does in a single sentence.

We provide advanced additive manufacturing and 3D printing services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PlanBeyond to accomplish?

• Brand Awareness & Perceptions
• 3D Printing Behaviors
• Supplier Evaluation Factors
• Marketing Channels

SOLUTION

How did you find PlanBeyond?

Referral
Why did you select PlanBeyond over others?

• Sound approach
• Detail oriented 
• delivery timeline

How many teammates from PlanBeyond were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Brand Awareness & Perceptions
• 3D Printing Behaviors 
• Evaluation Factors 
• Marketing Channels

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

It helped shape our strategy and annual marketing plan.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered on time even though we had a very aggressive timeline. The reports were detailed and provided insights. Laura was kind enough to present the results to multiple teams and help answer their questions.
What was your primary form of communication with PlanBeyond?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed with their timeliness, professionalism, detail-orientedness, and collaborative approach. They also got the job done right the first time. 

Are there any areas for improvement or something PlanBeyond could have done differently?

None, 10/10.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Catherine Rose Consulting.

Describe what your company does in a single sentence.

Brand strategy consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PlanBeyond to accomplish?

• Research to understand the roles, behaviors and attitudes of different audiences in the purchase decision for my client
• Research to understand the value that my client provides to those audiences
• Research to determine appeal and motivation of messaging and benefits
• Research to determine the channels each audience looks to in the customer journey

SOLUTION

How did you find PlanBeyond?

Referral

Why did you select PlanBeyond over others?

• Pricing fit our budget
• Great culture fit
• Referred to me
• Strategic expertise

How many teammates from PlanBeyond were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

A survey-based research project fielded with the following deliverables:

• Kick-off/brainstorming call 
• Development of one approx. 40-question survey 
• Survey programming
• Survey QAing 
• Recruitment from external sources meeting the screening criteria 
• Recruitment from the internal company database
• Data cleaning
• Final data file + cross-tabulations 
• Final report including detailed and summary findings 
• Report read out with the client

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Survey recruited sample sizes as requested 
• In-depth report outlining findings to drive further strategic conversations 
• Happy client!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Excellent project management, often ahead of schedule.
• They were incredibly responsive to needs through proactive and reactive communication.

What was your primary form of communication with PlanBeyond?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The ability to have strategic conversations to inform critical outcomes vs simply doing the research to deliver data and simple findings (like many others).

Are there any areas for improvement or something PlanBeyond could have done differently?

N/A

BACKGROUND

Please describe your company and position.

 I am the Chief Marketing Officer of a financial services company 

Describe what your company does in a single sentence.

Marketing strategy consulting.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PlanBeyond to accomplish?

• Understanding company design targets.

SOLUTION

How did you find PlanBeyond?

Referral

Why did you select PlanBeyond over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from PlanBeyond were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Planbeyond was instrumental in enabling us to: 

1. Survey a statistically significant population of potential members of a client's design target 
2. Think through and draft the survey 
3. Analyze the data strategically- focusing on clear storytelling in the context of the client's environment 
4. Presenting findings to our clients

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Deliverable creation + client satisfaction

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Planbeyond was consistently early with deliverables, and extremely responsive.

What was your primary form of communication with PlanBeyond?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

PlanBeyond team was extremely strategic, able to both conduct research, but more importantly connect the outcomes to the client's business context.

Are there any areas for improvement or something PlanBeyond could have done differently?

No!

BACKGROUND

Please describe your company and your position there.

I'm the VP of Marketing for a PropTech company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire PlanBeyond?

We were looking to better understand a client segment through market research via a super niche audience.

SOLUTION

How did you select this vendor?

We scoped out review sites and took calls with the 10 agencies we thought could do a good job with our project.

Describe the scope of their work in detail.

After a discovery meeting and data collection work, PlanBeyond conducted interviews with decision-makers at the top companies we were looking for feedback from. Once the feedback was finalized, PlanBeyond delivered a thorough summary and key takeaways, as well as the full transcripts from the interviews.

What was the team composition?

I worked directly with the Principle.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We plan on using this feedback to better tailor our messaging and create a go-to-market strategy that will help us acquire clients from this audience.

How effective was the workflow between your team and theirs?

Amazing. PlanBeyond was very thorough and prompt.

What did you find most impressive about this company?

The thoroughness of the research. I had zero questions or requests for elaboration. They delivered a perfect presentation that gave us a ton of action items. I was also impressed with the turnaround. We had an aggressive timeline and they nailed it.

Is there any area for improvement or anything that could have been done differently?

Not at all, they executed with the utmost professionalism.

BACKGROUND

Please describe your company and your position there.

Our company is the leading marketing place that connect pet parents with pet service providers. I lead the marketing function.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire PlanBeyond?

We engaged PlanBeyond to conduct qualitative and quantitively surveys to better understand our new customer behaviors.

SOLUTION

How did you select this vendor?

We evaluated several options and chose to work with PlanBeyond as they are not just a market research firms. Their principal has deep brand management experience and expertise. We appreciate the operator perspective.

Describe the scope of their work in detail.

In-depth qualitative interviews followed by quantitively survey. Executive presentations.

What was the team composition?

I worked with Laura the Principal of the firm.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Great, actionable insights. We were really pleased with the research.

How effective was the workflow between your team and theirs?

The workflow was very effective. Laura is super responsive, and always stays on top of everything.

What did you find most impressive about this company?

Operator/brand management experience in addition to their market research expertise. Agile, efficient, and responsive. Excellent executive communication skills.

Is there any area for improvement or anything that could have been done differently?

No.

BACKGROUND

Please describe your company and your position there.

I serve as the Executive Director at CenterFuse, Ellensburg's Business Development Authority.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire PlanBeyond?

We engaged PlanBeyond to help us better understand the existing landscape for real estate agents/developers and their clients who are looking to start a business in Ellensburg. The market research provided us with key information to help us better serve our customers.

SOLUTION

How did you select this vendor?

We did an internet search for highly ranked market research firms in the Puget Sound area, then interviewed PlanBeyond and secured references.

Describe the scope of their work in detail.

PlanBeyond developed a discussion guide to use while interviewing 8-10 of our top customers. Interviews were performed over a 3 week period. The information gained from the interviews was compiled into a final report and PlanBeyond presented the findings at the board's December meeting.

What was the team composition?

PlanBeyond worked with the Executive Director and a sub-committee of the CenterFuse board.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We learned a great deal about the needs of this segment of our customer base and how, with very limited capacity, we can do a better job to serve them.

How effective was the workflow between your team and theirs?

In a word: Excellent. Expectations were met. Information shared in a timely manner.

What did you find most impressive about this company?

They asked probing questions to solicit detailed information, allowing for a successful project. The people PlanBeyond interviewed were very impressed.

Is there any area for improvement or anything that could have been done differently?

Not a thing. I would highly recommend PlanBeyond.