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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Challenge: Philip Johnson Associates and its client, @stake, wanted to build brand awareness and establish @stake as an innovative leader in digital securities. It primarily focused on financial services, eMarkets (e.g., ASP) and communications service providers (CSPs). Objective: To assist PJA and @stake in better understanding key target audiences’ perc...

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Challenge: Small Army, and its client, SolidWorks (3D CAD design/engineering software) developed concepts for an international brand advertising campaign to reinforce interest and usage of the brand among the global target audience of design engineers. Objective: Plan-it partnered with Small Army and SolidWorks to conduct a creative evaluation across the U...

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Challenge: E INK Corporation, founded by a group of MIT students, is the leading developer of electronic ink technology. E INK partnered with Greenberg, Seronick, O’Leary & Partners, and Plan-it to help understand interest in the concept and help develop a brand platform for E INK. Objective: To test the viability of the technology among the key targe...

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Challenge: Plan-it worked on numerous projects over time with an educational tour company which specializes in culturally enriching international tours for students, providing marketing and operational guidance to help develop the brand. Objective: In one engagement, the company turned to Plan-it for insight in developing a customer retention strategy. Sol...

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