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PlanBeyond

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5.0 2 Reviews
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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.

NA
2 - 9
2016
Locations
United States
Belmont Pl, Seattle, Washington 98102

Focus Areas

Service Focus

100%
  • Digital Marketing

Client Focus

60%
40%
  • Medium Business
  • Small Business

Industry Focus

50%
15%
10%
10%
10%
5%
  • Information Technology
  • Utilities
  • Consumer Products

PlanBeyond Reviews

5.0 2 Reviews
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  • Digital Marketing
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Chris Hammer

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

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$0 to $10000
Completed

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Review Summary

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.

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.

Laura Davis

Trusted advisors that guided us down the right research path.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Completed

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Review Summary

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.

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.