PlanBeyond

Don't guess. Know for sure.
5.0 (2 Reviews) Write a Review
Overview
NA
2 - 9
2016
PlanBeyond is a boutique marketing research and strategy agency fueled by data-driven decisions. We specialize in working with B2C and B2B businesses looking to jumpstart their marketing and product development activities, and develop focused research approaches that pinpoint areas for market expansion, customer targeting, new product introductions, and improved market positioning.  

PlanBeyond is a boutique marketing research and strategy agency fueled by data-driven decisions. We specialize in working with B2C and B2B businesses looking to jumpstart their marketing and product development activities, and develop focused research approaches that pinpoint areas for market expansion, customer targeting, new product introductions, and improved market positioning.

 

Key Clients
  • Edison Energy
  • Remitly
  • Seattle Seawolves
  • Spire
  • Bocada
  • TINYpulse
  • Puget Sound Energy
us
United States
PlanBeyond
Belmont Pl, Seattle, Washington 98102
Focus Area
Service Focus
  • Digital Marketing
100%
Client Focus
  • Medium Business($10M - $1B)
  • Small Business(< $10M)
60%
40%
Industries Focus
  • Information Technology
  • Utilities
  • Consumer Products
  • Enterprise
  • Financial & Payments
  • Startups
50%
15%
10%
10%
10%
5%
Customer Reviews
5.0 (2 Reviews)

A really clear, objective approach for actionable marketing and sales recommendations

Chris Hammer
7 months ago
We wanted to understand how we could continue growing within a space with some very big competitors. We also wanted to understand how to potentially market a production services offering. The agency did a full digital marketing audit so we could understand competitors, how they were marketing themselves, and what was really effective/ineffective about what they were doing. They also helped us review our sales process to create a formal qualification process. In all, we had recommendations about our website, messaging, and sales operations that helped streamline our entire process.
Pros :
  • Gave us really clear, definite next steps that we could implement immediately
  • Offered a really logical approach that built confidence in the recommendations
  • Really strong at managing the project and communiating where we were in the process
Cons :
  • NA. They were able to dive into the project immediately with no issues.
Project Details
Digital Marketing Audit & Sales Operations
Digital Marketing
$0 to $10000
Completed
The agency performed competitive digital audits to help us understand website site maps, messaging, service offerings, and benefits. They also did an audit of our sales process to create clear lead qualification approaches for the team.
7 months ago
  • Scheduling & Timeline
  • Value for money
  • Communication
  • Quality of deliverable
  • Customer support
  • Overall ratings
10 User Score
User Recommendation Score

Trusted advisors that guided us down the right research path.

L
8 months ago
We needed to better understand the key buyers involved in the sales process and what their motivations were for considering our software category. We also needed direction on where to head our product roadmap. PlanBeyond developed a complete interview research project that gave us a ton of insight into each unique buyer persona and their key motivations. We also ended up with definite direction for how to formulate our roadmap.
Pros :
  • They seamlessly ran and managed the project from start to finish
  • They developed a discussion guide that really tracked back to answering our business questions
  • They gave us really tangible recommendations once the research was done
Cons :
  • We are in a very unique software category so we did have to educate them a bit on our space. We knew this going in so it wasn't a big deal.
Project Details
Enterprise Software Buyer Interview Research
Digital Marketing
$10001 to $50000
Completed
8 months ago
  • Scheduling & Timeline
  • Value for money
  • Communication
  • Quality of deliverable
  • Customer support
  • Overall ratings
10 User Score
User Recommendation Score