Challenge: A major financial institution was launching a new affluent advisory offering initiative, combining personal advisers with a state-of-the-art digital platform to develop and support financial planning. Objective: To confirm audiences previously identified in qualitative focus groups, assess how well the new offering performed against other produc...

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Challenge: A national office supplies chain wanted to understand the equity among businesses of its 7-year-old private label of cleaning and facilities products, particularly relative to the chain’s overall brand. Objective: To help the company decide whether or not to rebrand the private label. Solution: Plan-it conducted a series of focus groups an...

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Challenge: Website development and online marketing company Web.com and its agency created a new television spot targeted at small businesses to ensure this audience understood that Web.com’s services were appropriate for and could help in the growth of a small business. Objective: To obtain feedback on the spot among the target audience of blue collar, w...

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Challenge: Vitasoy, a soymilk company based in California, wanted to identify the optimal positioning for its product launch into new markets. Objective: To explore consumer in-depth attitudes toward soy and other healthy, plant-based products, ultimately to develop an optimal positioning strategy for the brand’s launch; in addition, to identify and profi...

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Challenge: As online travel agencies have become more prominent, a national travel agency with brick-and-mortar locations wanted to re-position its brand to remain relevant in a leisure travel market rapidly evolving through technology. Specifically, the brand hoped to differentiate itself from online competitors by highlighting its personal attention and ...

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