B2B Consulting for Retention-Led Growth

The Dunvegan Group helps B2B organizations turn customer and employee insight into stronger retention, healthier relationships, and sustainable growth. Our proprietary research, metrics, and Platinum Rule® methodology reveal what stakeholders truly need—not simply what they say in a satisfaction score. From established corporations to growing start-ups, we deliver focused evidence and practical priorities leaders can act on with confidence.

Business leaders reviewing customer retention insights

Our B2B Consulting Services

Research-led consulting services that help B2B organizations understand stakeholders, protect relationships, and prioritize retention-focused growth actions.

Executive Briefings

Align leadership perspectives with confidential customer dialogue and Business Retention Index analysis. Receive an executive-ready report that identifies priority actions and highlights high-value accounts that may be at renewal risk.

Business Retention Index

Use a proprietary metric backed by more than 25 years of research to assess whether customers are likely to remain—not merely whether they would recommend your company.

Feedback Programs

Build customer feedback systems designed to produce a precise, predictive view of future behavior rather than a one-time satisfaction snapshot of current sentiment.

Customer Retention Programs

Apply The Platinum Rule® and proprietary research processes to understand customer needs, strengthen B2B relationships, and create informed strategies that support long-term retention and growth.

Employee Retention Research

Identify gaps between leadership’s view of workplace conditions and employees’ actual experiences before disengagement and turnover put critical knowledge and talent at risk.

Marketing Research Consulting

Access full-service marketing research consulting supported by proprietary processes, metrics, and software that turn customer insight into clear decisions for corporations, small businesses, and start-ups.

Predictive Retention Insight

Turn Insight Into Lasting B2B Relationships

Effective B2B consulting starts with a clearer view of what customers and employees are likely to do next. The Dunvegan Group combines full-service research with proprietary metrics, software, and The Platinum Rule® methodology to uncover the drivers behind retention. Leaders receive actionable insight to focus resources, respond to meaningful stakeholder needs, reduce preventable churn, and build growth strategies grounded in real behavior.

Consultant presenting B2B retention strategy
The Dunvegan Difference

Why Choose The Dunvegan Group?

A research-led partner for B2B organizations seeking clearer retention priorities.

Established Perspective

Founded in 1987, we bring 38 years of perspective through changing B2B markets.

Proprietary Methods

Our firm-developed metrics, processes, and software transform stakeholder input into focused retention intelligence.

Platinum Rule®

We help teams respond to customers and employees according to what they genuinely value.

Broad B2B Reach

We support corporations, smaller companies, and start-ups across North America and worldwide.

Meet The Dunvegan Team

Founder-led B2B insight backed by decades of research.

Portrait of Anne Miner, Founder of The Dunvegan Group

Anne Miner

Founder

Anne Miner is the Founder of The Dunvegan Group, having established the firm in 1987 as a full-service marketing research consulting company. With 38 years of leadership experience, she has guided the firm through decades of shifting market dynamics, technological advances, and economic cycles, consistently keeping client success at the forefront. Anne is the driving force behind the company's proprietary Platinum Rule® methodology, which centers on treating customers and employees the way they want to be treated. Under her direction, The Dunvegan Group has developed its own proprietary processes, metrics, and software tailored specifically to B2B service delivery. Anne's vision and steady leadership have helped the firm grow from a single marketing research consultancy into a specialized B2B customer and employee retention consulting practice serving clients of all sizes across North America and worldwide.

Frequently Asked Questions

What does a B2B consultant do?

A B2B consultant helps organizations solve business challenges using specialized analysis, research, and strategic guidance. The Dunvegan Group focuses on customer and employee retention, examining stakeholder feedback, leadership assumptions, and behavioral signals. The work identifies where relationships may be at risk, clarifies what matters most to customers or employees, and provides prioritized actions leaders can use to improve retention and support growth.

How is the Business Retention Index different from NPS®?

What are executive briefings?

Why should B2B companies measure employee retention?

What is The Platinum Rule® methodology?

Who can benefit from B2B retention consulting?

What does a feedback program measure?

How does a B2B consulting engagement begin?

Have More Retention Questions?

Speak with our team about your customer or employee insight priorities.

Established B2B Expertise

Awards and Recognition

38 years of experience trust badge

38 Years of Experience

Established B2B consulting experience since 1987.

Proprietary retention methods trust badge

Proprietary Retention Methods

Firm-developed metrics, processes, and software.

Platinum Rule methodology trust badge

Platinum Rule® Approach

Stakeholder-centered retention consulting methodology.

Build a Clearer Retention Strategy

Share your customer or employee retention challenge, and our team will help identify the most relevant consulting path.

Contact Us Today

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