PlanBeyond

PlanBeyond was engaged by Stratasys, a contract manufacturing 3D printing company, to conduct a review of Close/Loss for one of their offerings. The project entailed interviewing customers that were lost and won, with the aim of identifying common reasons leading to a loss for a specific offering. The project was managed by a single PlanBeyond employee and was initiated through a referral.

A supplement manufacturer hired PlanBeyond to execute a Brand Awareness Survey. The project was also used as an opportunity to test a new ad's efficacy at delivering key brand messaging, to inform future ad creative and media buy recommendations. The project was managed by a team of 2-5 PlanBeyond employees and was initiated through an online search on the Clutch site due to PlanBeyond's high ratings.

Accu-Time Systems, Inc., a company that provides time and attendance hardware solutions, hired PlanBeyond to understand the declining win rate for projects and gain insight into the competitive landscape. The scope of work included an interview-based research project to understand the needs and challenges across closed-won and closed-lost opportunities. Deliverables included a kick-off call, development of interview discussion guide and email outreach templates, providing an interviewee self-scheduling sign-up portal, participant tracking & coordination, conducting up to 16 interviews, machine transcription of interviews, and a final report with findings and recommendations. PlanBeyond was chosen for their culture fit and good value for cost.