What We Do

We gather and analyze key business intelligence to dramatically increase the quality of your Employees’ and Clients’ experiences which will increase your company’s growth & profits.

We have 33 years of experience utilizing primary research allowing us to interpret the buying, staying, leaving, cross-buying, and referral behavior patterns

We will survey employees, current Clients, and prospective Client to uncover how to super-glue these top Clients for life. We will call your former Clients to uncover why they left and what you can do to win them back.

What Makes Us Unique?

We are excellent at gathering & analyzing key business intelligence through High Touch Client Interviews. Although many companies offer Market Research, our exceptional people skills set us apart. We hit the ground running, because we make you feel comfortable right away.

Companies MUST set extremely high goals to retain and delight Clients. First comes the research.

We specialize in:

Market Trends

Are you looking for a lucrative niche or unsure of the strength of your competition in other states or regions? 

We will guide you toward viable niches where you will be most profitable.

Competitive Analysis

What are your company’s competitive advantages and what are your competitor’s competitive advantages?

• First we extract meaningful and detailed information with our Cutting Edge Competitive Analysis.
• Then we show you how to strategize this information to keep your top Clients and win business from your competitors.

Current Employee Intelligence

We will help you retain valuable employees by finding out:

• Why they stay
• Why they would leave, and
• What you need to do to keep them.

Employees are personally interviewed by Lynn who is superbly skilled at uncovering valuable information for your company resulting in lower employee turnover rates.

Current Client Analysis

We will interview your current best Clients via phone or Skype. Our high touch interviews uncover important information that can only be extracted during one-on-one conversation.

By speaking with someone over the phone, and then if possible in person, we are able to gather much more accurate, precise, revealing and valuable information than would be obtained with a survey alone.

New Client Differentiator

These interviews are extremely effective in shaping a tailored communication plan for the new Client. We help you provide a high quality experience for your Client by learning their needs.

For example:

• How frequently do they want calls from their rep?
• What is the preferred method of contact?
• Do they want reminder emails to pay their premiums?

We are adept at pinpointing what sort of communication the Client wants so that you will attract the best Clients and keep them happy.

Win Back Former Client Program

We call former Clients to uncover why they left and what you can do to win them back.

Our Win Back Program has a two-pronged benefit to your company. You will:

• Win back Clients who left, and
• Identify areas that need improvement to prevent current Clients from leaving.