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Critical Metrics for Consultants and Coaches: Case Study

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A boutique strategy consulting firm specializing in primary research and analysis was working with a long-term client. In the past they had been able to meet the needs of the client with little external support. Their client wanted to conduct an on-line survey of their channel partners in order to determine the future direction of their business and marketing efforts. They needed information quickly about certain aspects of their marketing program and needed to reach out to a wide array of partners from across the globe. And, they needed to get the survey results back in less than 4 weeks (and in 4 different languages).

The strategy consulting firm found themselves in uncharted territory as they did not have experience in conducting surveys and needed to find a way to meet the needs of the client and to hold on to the relationship. The client relationship was a significant one and the firm did not want to lose the project and jeopardize future business dealings with the company. They needed help.

The firm reached out to Critical Metrics and after a brief phone call we determined we can help both the consulting firm and their client. We quickly worked with them to develop a survey that addressed the objectives specified by their client. We helped them determine the method and process that would help them meet the client’s needs. We worked behind the scenes for the strategy firm in order to develop the survey and compile multiple translated versions that were culturally and linguistically appropriate for their various channel partners around the world. After several revisions, translations, and changes the survey was completed and launched all over the world.

The project was a success all around. The client was extremely satisfied as they were able to get the information they needed in a timely manner for their upcoming management meeting. This crucial information allowed them to make critical decisions about future marketing efforts with their channel partners. The consulting firm was also satisfied as they were able to meet the client’s needs in a timely and professional manner and were able to retain a valued client and solidify the relationship for future business.