Customer Research Agency

Five Ways To Understand Your Customers

Each study answers a different question. Many projects combine two or more.

Customer Segmentation

Group your market by what people need and how they buy, then size each group so you know where to focus.

You get

Sized segments with clear profiles

Buyer Persona Research

Learn who makes the decision, who influences it, and what each one needs to hear.

You get

Personas your sales and marketing teams use

Customer Journey Research

Map the path from first need to purchase, and find where buyers stall or drop off.

You get

A journey map with the moments that matter

Usage & Attitude Studies

See how customers use your category, what they think of it, and where needs go unmet.

You get

A baseline of behaviors and needs

Lost Customer Research

Hear from the customers and deals you lost, and learn what would have kept them.

You get

The real reasons behind churn and lost deals

Not Sure Which You Need?

Tell us the decision in front of you. We'll design the study that answers it.

Let's Talk

When Do You Need Customer Research?

Four signs your picture of the customer is out of date.

Growth Has Stalled

Your marketing still works on the customers you have, but new ones are harder to find. Segmentation shows you where the next group of buyers sits and what it takes to win them.

New Market or Buyer

A new vertical, region, or company size means a new buyer. Learn who they are and how they decide before you spend money trying to reach them.

Customers Are Leaving

Churn is climbing or deals keep slipping away, and nobody agrees on why. Talking to the customers you lost gets you the real reasons, not the polite ones.

Teams Describe Different Buyers

Sales, marketing, and product each have their own idea of the customer. Shared personas give everyone the same picture to plan, sell, and build around.

How It Works

We start with real conversations, then prove what we hear with numbers.

Frame

We start with the decisions you need to make and work backward to the right questions.

Listen

Interviews and focus groups show how customers think, decide, and talk about the problem.

Measure

A survey tests what we heard across your market and sizes each customer group.

Activate

We turn the findings into personas, segments, and recommendations your team puts to work.

Results From Our Customer Research

View all case studies

B2B SaaS

What Our Clients Say

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 HammerPrincipal, Scenic

PlanBeyond’s research enabled satisfaction benchmarking and gave our team actionable recommendations we applied to increase customer engagement and loyalty.

Kevin NakaoVice 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 StrombergVP 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 WeinmanProduct 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 LuskVP & General Manager, Spire Global

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 ChangChief of Staff, UXReactor