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.
Focus Areas
Service Focus
- Digital Marketing
Client Focus
- Medium Business
- Small Business
Industry Focus
- Information Technology
- Utilities
- Consumer Products
PlanBeyond Reviews
- All Services
- Digital Marketing
- Relevance
- Most Recent
- Rating: high to low
- Rating: low to high
A really clear, objective approach for actionable marketing and sales recommendations
Review Summary
What was the project name that you have worked with PlanBeyond?
Digital Marketing Audit & Sales Operations
What service was provided as part of the project?
Digital Marketing
Describe your project in brief
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.
What is it about the company that you appreciate the most?
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
What was it about the company that you didn't like which they should do better?
NA. They were able to dive into the project immediately with no issues.
Trusted advisors that guided us down the right research path.
Review Summary
What was the project name that you have worked with PlanBeyond?
Enterprise Software Buyer Interview Research
What service was provided as part of the project?
Digital Marketing
What is it about the company that you appreciate the most?
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
What was it about the company that you didn't like which they should do better?
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.