Spot the accounts at risk before renewal.
What your customers think the alternatives offer that you don't.
How We Do It
Understand how customers compare you to alternatives before renewal, what they believe about your value versus competitors, and what's most likely to trigger a switch.
Every project moves through these five phases. The scope and timeline shift based on what you're testing, but here's what you can expect.
We start by getting aligned on your goals, your competitors, and what a successful outcome looks like. By the end of this phase, you'll have a clear test plan and everyone knows exactly what to expect.
Your research is only as good as the people you talk to. We work with you to select the right customers, verify their identity, and screen every response for quality.
We use online surveys where participants share their honest brand perceptions: where you stand out, where you fall behind, and what would make them switch.
You'll receive a live dashboard and executive summary with clear, renewal-focused recommendations. Our scoring is relative, not arbitrary - measuring your position against competitors across value, trust, differentiation, and likelihood to switch.
We host a live readout with your team and stakeholders to present the findings, add context, and answer questions about what it all means.
What You Get
Renewal Defense
Know exactly where your accounts are exposed before renewal conversations begin. You can reinforce value and address risk while there's still time.
Real Comparisons
See how customers actually stack you against alternatives (perceived gaps, advantages, and deal-breakers) not what you assume they're thinking.
Stronger Conversations
Equip renewal teams with insight that strengthens renewal conversations, reduces surprise objections, and improves save rates.
Trusted by teams at leading organizations
Competitors They Didn't See
A large software provider knew competitors were circling their accounts. They brought us in as a third-party to get honest answers and we insisted participants name their own alternatives, not just the ones on our client's radar.
The results were eye-opening: customers were considering competitors the client had never heard of. Not just direct peers, but scrappy upstarts and cobbled-together alternatives solving the same problem differently.
They walked away knowing exactly who was quietly stealing share and launched an entirely new strategy to defend against competition they didn't know existed.
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