Small Business Consultant for Retention Growth

A small business consultant brings outside expertise to a specific business challenge and helps leaders make informed decisions. The Dunvegan Group focuses on B2B customer and employee retention, using research, feedback, and proprietary measurement to identify what people need and where important relationships may be at risk. The result is a prioritized, evidence-based path for improving retention and supporting growth.

Customer retention consulting helps you understand why customers stay, where they may be dissatisfied, and which accounts need attention first. The Dunvegan Group uses confidential customer dialogue, feedback programs, and the Business Retention Index to reveal the difference between internal assumptions and customer intent. Leaders can then focus resources on practical actions that protect relationships, reduce avoidable churn, and support recurring revenue.

The Business Retention Index is The Dunvegan Group’s proprietary metric for assessing whether a customer is likely to remain with a company. Built on more than 25 years of research, it is designed to predict customer retention with 90%+ accuracy. Unlike a recommendation-focused measure, it concentrates on actual likelihood to stay, giving B2B leaders a more direct signal of relationship risk.

NPS® measures a customer’s willingness to recommend a company, which can be useful for understanding sentiment. The Business Retention Index is designed to assess whether customers will actually stay. This distinction helps B2B teams focus on future retention behavior rather than recommendation alone. Used alongside direct customer insight, it can expose high-value accounts whose renewal risk is not obvious internally.

Yes. The Dunvegan Group offers employee retention programs and research for B2B organizations, smaller companies, and start-ups. The work identifies gaps between what leadership believes employees experience and what employees report. Applying The Platinum Rule® and proprietary retention methods helps organizations respond to employee insight, improve engagement, preserve institutional knowledge, and reduce the disruption and expense of unwanted turnover.

An executive briefing combines leadership calibration, confidential customer dialogue, and Business Retention Index analysis. The process examines where leadership perception aligns with—or differs from—customer intent. You receive a concise, executive-ready report that ranks priority actions and highlights high-value accounts that may be at renewal risk. This gives decision-makers a focused basis for addressing issues before they affect revenue.

Yes. The Dunvegan Group serves large B2B corporations, small and mid-sized businesses, and start-ups. Consulting is centered on understanding the organization’s customers or employees and converting that insight into actionable retention priorities. This makes the approach useful for newer companies building durable relationships as well as established organizations seeking clearer signals about customer loyalty, workforce engagement, and growth opportunities.

The Dunvegan Group serves clients across North America and around the world. Its research and retention consulting supports B2B organizations that need a deeper understanding of customer or employee behavior, regardless of company size. Engagements can include executive briefings, feedback programs, retention research, and marketing research consulting, all supported by the firm’s proprietary processes, metrics, and software.