We Work With...

Verify or disprove assumptions about what your clients want. Our qualitative, interview-based research gives you a deeper understanding of client expectations. 

Results can include interview guides, survey questions, best practice strategies, communications, survey tools, analysis, organized findings, a prioritization grid for recommendations and detailed action plans. We help you customize deliverables based on your project priorities!

A large investment consulting firm recently engaged WinMore Plans to conduct qualitative interviews and a quantitative survey to better understand client perceptions. Project fees were approximately $25,000 and included 20 client conversations and 110 Rapid Survey responses. Final results provided 54 recommendations set into a prioritization table to help the consulting firm determine where to invest and improve client service.