PlanBeyond review
Shortlist-ready for Market Research, with the caveats below.
A rigorous boutique research firm with 28 verified Clutch reviews, transparent sample-based packages, mixed methods, careful recruitment, and unusually strong actionability and project governance.
Pricing: from $8,500 Reported — not published by the agency
Clutch lists 28 reviews and published packages from $8,500 with defined samples, question counts, final reports, raw data, and three-week delivery. source ↗
How it scored
Every dimension is scored against this discipline’s published rubric. Open one to see the claim it was scored on, what the rubric measures there and how much it weighs, and where the evidence came from.
How we scored this
We read the agency’s public record first-hand — its site, pricing, case studies and independent reviews — and score what is checkable: what is published, not how it is phrased. There is no keyword counting or sentiment scoring. The label is a judgment on those facts, which is why each dimension shows the fact that decided it, the band it was judged against, and the sources — so you can check the call, and tell us if you think it is wrong. The full method, and who pays, is on how we vet.
Research design and methodological rigorExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 20% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 8 · Strong 3 · Adequate 2. The typical agency here scores Excellent, and none scores higher than this one.
What this dimension measures: Question-method fit, hypotheses, instruments, bias controls, analysis plan, limitations, and reproducibility are explicit.
Scores low — Defensible design scores 4-5; a survey template and charts score 1-2.
What we found — Reviews document survey strategy, interview guides, pre/post designs, sample planning, and unbiased analysis.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Sampling and respondent qualityExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 17% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 4 · Strong 6 · Adequate 1 · Poor 2. The typical agency here scores Strong, and none scores higher than this one.
Scores high — Transparent recruitment, screening, incidence, sample size, panel/source, fraud checks, incentives, and representativeness score 4-5.
Scores low — Opaque panels, bots, convenience samples, or unverifiable synthetic respondents score 1.
What we found — Cases describe niche recruiting, qualification, third-party recruiter management, and promised sample completion. That is the high band above, which is why it scored Excellent.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Qualitative and quantitative capabilityExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 13% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 9 · Strong 2 · Adequate 2. The typical agency here scores Excellent, and none scores higher than this one.
What this dimension measures: Can select and execute interviews, ethnography, focus groups, diary studies, surveys, conjoint, segmentation, pricing, or experiments appropriately.
Scores high — Method breadth with specialists scores 4-5.
What we found — Surveys, interviews, focus groups, market analysis, and mixed-method programs are evidenced.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Analysis, synthesis and actionabilityExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 16% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 9 · Strong 1 · Adequate 3. The typical agency here scores Excellent, and none scores higher than this one.
What this dimension measures: Moves from evidence to clear decisions, segments, opportunities, product/brand implications, and prioritized actions without overstating certainty.
Scores low — Decision impact scores 4-5; data dumps score 1-2.
What we found — Clients repeatedly cite clear, actionable recommendations and strategic thought partnership.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Client evidence and decision outcomesExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 12% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 4 · Strong 6 · Adequate 1 · Weak 2. The typical agency here scores Strong, and none scores higher than this one.
Scores high — Named clients, independent reviews, and examples where research changed a launch, product, positioning, pricing, or investment decision score 4-5.
Scores low — Testimonials without method or impact score 1-2.
What we found — Twenty-eight reviews tie research to campaign, product, and market decisions. That is the high band above, which is why it scored Excellent.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Data privacy, ethics and AI disclosureStrong
Strong — 4 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 8% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 1 · Strong 7 · Adequate 3 · Weak 1 · Poor 1. The typical agency here scores Strong, and 1 of them score higher than this one.
What this dimension measures: Consent, PII handling, recording/transcript security, respondent rights, retention, regulated populations, and any synthetic/AI use are explicit.
Scores low — Strong governance scores 4-5; silence scores 1-2.
What we found — Professional rigor is clear, but a public AI and privacy methodology was not deeply reviewed.
Evidence: unknown
Domain, audience and market fitExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 8% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 10 · Strong 3. The typical agency here scores Excellent, and none scores higher than this one.
Scores high — Experience recruiting and interpreting the buyer's actual audience, geography, language, and category scores 4-5.
Scores low — Generic consumer panels for niche B2B or clinical audiences score 1-2.
What we found — Cases span B2B technology, education, utilities, apparel, legal, and Southeast Asia. That is the high band above, which is why it scored Excellent.
B2B — business-to-business: selling to companies rather than consumers — longer deals, more decision-makers.
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Pricing, timeline and research ownershipExcellent
Excellent — 5 of 5 on this rubric’s scale, from Poor (1) to Excellent (5). This dimension carries 6% of the total score.
Benchmark — across the 13 other agencies evaluated in this discipline, this dimension runs Excellent 1 · Strong 2 · Adequate 6 · Weak 4. The typical agency here scores Adequate, and none scores higher than this one.
Scores high — Transparent scope, sample assumptions, pass-through costs, timeline, change control, raw-data access, recordings, instruments, and IP ownership score 4-5.
Scores low — Hidden panel markups or no raw-data access score 1-2.
What we found — Packages publish sample size, question count, outputs, raw data, price, and three-week delivery. That is the high band above, which is why it scored Excellent.
On the record — “Clutch lists 28 reviews and published packages from $8,500 with defined samples, question counts, final reports, raw data, and three-week delivery.” clutch.co ↗
Evidence: verified — checked against a named source you can open; the links under Sources below are where to check it yourself.
Verdict
PlanBeyond is the highest-confidence generalist in this pool. Verified cases show question design, niche participant recruitment, sample planning, unbiased analysis, clear reporting, and decisions that changed campaigns and strategy. Public packages make scope and price easier to test than at most research firms.
The only recurring concern located is possible overbooking, so secure the named lead and fieldwork schedule. Require sample-source disclosure, exclusions, raw data, weighting rules, and a decision workshop.
What you can do next
Koolav can make the introduction and handle the back-and-forth, or you can go straight to the agency.
This agency has not published a paid trial. What a paid trial is.
What we verified
Each claim below was checked against a named source, last on 2026-07-24. Follow any of them and check for yourself — that is the point of publishing them.
- Clutch lists 28 reviews and published packages from $8,500 with defined samples, question counts, final reports, raw data, and three-week delivery. clutch.co ↗
- A verified B2B study describes recruiting roughly 400 niche respondents and delivering the analysis ahead of schedule. clutch.co ↗
What other platforms say
Exceptionally consistent praise for rigor, actionability, communication, and timeliness; one client noted possible overbooking.
These are other platforms' numbers, not ours. We report them because they are part of the picture, and we do not average them into our score — our score comes from the published rubric above.
Red flags
- One review-summary concern about possible overbooking
What we could not verify
- Formal AI-use disclosure by project
- Exact panel-quality controls for each third-party recruiter
Sources
Others we evaluated in Market Research
Same rubric, same evaluator, same date range — so these are directly comparable to the verdict above.
See all 14 Market Research agencies we evaluated →
Think this is wrong?
If anything on this page is wrong or out of date, send us the correction and we will re-read the site.
Evidence moves a verdict. Money never does — no agency pays us for a listing, a placement, or a re-review. Whatever we conclude we publish, including that the verdict stands.