Strategic Consulting Services for B2B Growth

A strategic consultant helps leadership teams make better decisions about important business priorities. The work typically includes gathering evidence, assessing market or stakeholder needs, identifying gaps and risks, and translating findings into practical recommendations. At The Dunvegan Group, strategic consulting centers on B2B customer and employee retention, using research to show where perceptions differ from actual intent and where action will have the greatest impact.

Strategic planning consulting services provide an objective, research-informed foundation for setting priorities and deciding how to pursue them. They can include stakeholder research, customer or employee feedback, retention analysis, leadership alignment, and recommendations for implementation. The Dunvegan Group applies these services to help B2B organizations understand the conditions affecting loyalty, focus on the most meaningful retention opportunities, and create action plans based on stakeholder insight.

A strategic consultancy is a firm that advises organizations on significant, forward-looking business decisions. Rather than simply offering opinions, a strong consultancy examines relevant evidence, identifies challenges and opportunities, and connects findings to clear actions. The Dunvegan Group is a specialized B2B strategic consultancy focused on customer and employee retention, combining full-service research with proprietary processes, metrics, software, and The Platinum Rule® methodology.

The Business Retention Index™ is designed to measure whether a customer is likely to remain with an organization, while NPS® measures willingness to recommend. A customer may be willing to recommend a company yet still be at risk of leaving. Built on more than 25 years of research, The Dunvegan Group’s proprietary index predicts customer retention with 90%+ accuracy and helps leaders prioritize accounts requiring attention.

Strategic Consulting Services are designed for B2B corporations, small and mid-sized businesses, and start-ups that need clearer insight into customer or employee retention. Organizations can benefit when leadership wants to validate assumptions, understand renewal risk, improve feedback quality, address engagement gaps, or turn stakeholder research into prioritized actions. The Dunvegan Group serves clients across North America and around the world.

An executive briefing combines leadership calibration, customer dialogue, and Business Retention Index™ analysis. The result is a concise, executive-ready report that highlights gaps between what leaders believe and what customers intend to do. It ranks priority actions and helps identify high-value accounts with real renewal risk before lost business affects revenue. The briefing is built to support focused, informed leadership conversations.

Yes. Employee retention research can reveal where leadership’s view of workplace conditions differs from employees’ actual experience. The Dunvegan Group uses its Business Retention Index™ methodology to identify engagement gaps before they contribute to turnover. These findings help organizations protect institutional knowledge, better understand employee expectations, and develop retention strategies informed by direct employee insight and The Platinum Rule® approach.

Recommendations are developed from research and retention evidence, not a generic playbook. The Dunvegan Group uses proprietary processes, metrics, and software alongside customer or employee input to identify meaningful patterns, gaps, and risks. Findings are then translated into ranked priorities that help leaders decide where to focus. This approach supports actions aligned with what stakeholders say they need, rather than relying solely on internal assumptions.