What We Bring To The Table
Long-Term Partnerships
We’re not a one-and-done kind of team. We work with clients across projects and initiatives, helping leverage prior findings to drive evolving strategic direction.
Data-Centric Approaches
Whether it’s using quantitative or qualitative methods, we love gathering the market intel and customer data needed to develop objective business recommendations.
Complete Collaboration
No one knows their industry better than our clients. That’s why we partner with clients to marry their sector expertise with our marketing and research know-how.
Cross-Industry Experience
From seafood and utilities to high-end pens and non-profits, we’ve seen it all. No matter what you focus on, we can find a way to make it compelling to customers or donors.
Clients Big & Small
We work with startups, 100+ year old enterprises, and everything in between. Regardless of your goals and budgets, we can adapt to you.
Educating Along The Way
No research or strategy experience, no problem! We share best practices and how-to’s through every step of the process so clients see how we’ll get from start to finish.
Satisfied Clients, From Start Ups To Enterprises
What Customers Say About Our Market Research Firm
PlanBeyond’s research enabled satisfaction benchmarking and gave our team actionable recommendations we applied to increase customer engagement and loyalty.
Kevin Nakao
Vice President Marketing, Remitly
PlanBeyond led a collaborative process, working as a team player in a project of utmost importance for our end client. Their high-quality and efficient work delivered a successful partnership.
Britt Stromberg
VP of Global Marketing, Sid Lee
Thanks to the broad range of market research work PlanBeyond executed, from customer segmentation to focus groups, we had data to build effective marketing campaigns and go-to-market plans.
Meghan Weinman
Product Manager, Puget Sound Energy
After securing a round of funding to jump start lead gen, we needed a roadmap to get the ball rolling. PlanBeyond developed and launched an action plan that was effective, measurable, and scalable.
John Lusk
VP & General Manager, Spire Global
Through hyper-detailed competitive landscape research, PlanBeyond helped us understand not just who our competition was but also how we could improve marketing elements to really stand out.
Chris Hammer
Principal, Scenic
Thanks to the work that we did with PlanBeyond, we were able to get substantial insights that we wouldn’t have been able to get without their support. They acted like our success was their success.
Elinor Chang
Chief of Staff, UXReactor
Our Two Cents On Research Best Practices
27, Jun 2025
Why Tracking Brand Awareness Is Not Enough
Brand awareness is often the first metric marketers reach for when gauging brand health. It’s a clear signal that your efforts are putting your name on the map. But while knowing how many people recognize your brand is important, it’s only part of the equation. Awareness alone doesn’t reveal how people feel about your brand, [...]
23, Jun 2025
Validate Market Size Estimates
Estimating your Total Addressable Market (TAM) is one of the most important steps when launching a new product or breaking into a new market. Get it right, and you’ll have a clear roadmap for investment, growth, and strategy. Get it wrong, and you risk misallocating resources, missing opportunities, or even derailing your entire business plan. [...]
01, May 2025
Pinpoint Declining Close Rate Causes
Established companies with market-tested products frequently face a common problem at some point: a declining close rate. After years of solid performance, once-steady win rates start going down. But, the underlying culprits are often unclear. Is the product feature set no longer relevant? Has the sales team lost its ability to add value? Perhaps there [...]
02, Apr 2025
Find The Right Marketing Channels
Most organizations wish they had more money to spend on marketing. Either to build awareness, or help drive customers to close. But, up to 75% of the marketing budget they do use is likely inefficiently spent. Poor choices in marketing channels, or spreading resources across too many channels, results in businesses failing to connect with [...]
