Challenge: A well-known national coffee and donut retailer works closely with its franchisees to help them understand customer needs and how to insure success in a specific location. Objective: Plan-it has worked with the client on numerous projects, across several markets, to better understand the guest experience in stores. Solution: Plan-it conducted &#...

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Challenge: Plan-it worked with Red Bull, the number one player in the energy drink category, on numerous projects over time, to insure the brand retained its leadership status as major soda manufacturers entered the category and put increasing pressure on the brand. Objective: To help Red Bull profile current and potential college users to understand the d...

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Challenge: After a major push toward technology and away from branch transactions, a major regional banking client was concerned that its image may have suffered as smaller banks took advantage of these changes to claim a more “personal” experience. Objective: The client wanted to have a deeper understanding of customer experiences in its branches versus...

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Challenge: Saramax wanted to expand interest and purchases of its Best Fitting Intimates (BFI) brand within Walmart stores. Objective: To better understand the intimate apparel decision process and uncover the rational and emotional triggers that will drive consideration and purchase of the Best Fitting Intimates (BFI) brand over key competitors. Solution:...

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Challenge: William Gallagher Associates, a specialized insurance brokerage services firm, and its agency White Rhino, were engaged in a initiative to optimize recruitment strategies to attract new producers to the firm. Objective: To understand the qualities shared among top producers to guide messaging and strategies aimed at new recruits. Solution: Plan-...

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