Executive Briefings
Confidential executive briefings combine leadership calibration, customer dialogue, and Business Retention Index analysis to identify perception gaps and rank the actions needed to protect high-value accounts.
The Dunvegan Group helps B2B leaders turn customer and employee insight into stronger retention, clearer priorities, and sustainable growth. Through proprietary research, metrics, and The Platinum Rule® methodology, we reveal what stakeholders truly need—not simply what they say in a survey. Gain practical intelligence to protect key relationships, strengthen engagement, and make confident executive decisions.

Research-led retention and insight services that help B2B leaders protect relationships, improve engagement, and act decisively.
Confidential executive briefings combine leadership calibration, customer dialogue, and Business Retention Index analysis to identify perception gaps and rank the actions needed to protect high-value accounts.
Use a proprietary metric built on more than 25 years of research to assess whether customers are likely to remain—not merely whether they would recommend your company.
Build customer feedback programs that move beyond satisfaction snapshots, delivering a more precise signal about future customer behavior and the changes most likely to strengthen retention.
Apply The Platinum Rule® and employee insight to develop retention strategies that help B2B organizations understand workforce needs, respond effectively, and retain valuable talent.
Access full-service marketing research consulting supported by proprietary processes, metrics, and software to turn customer insight into practical decisions that support B2B growth.
Create customer-driven B2B retention strategies that help organizations understand what clients value, improve their experience, and build relationships that support durable revenue.
Executive business consulting from The Dunvegan Group gives leaders a disciplined way to see beyond assumptions. We combine research, proprietary metrics, and stakeholder dialogue to uncover the gaps between internal perception and real customer or employee experience. From established B2B corporations to growing start-ups, our work translates complex insight into prioritized actions that can improve retention, preserve institutional knowledge, and support meaningful growth.

Experienced, research-led consulting for B2B organizations focused on retaining the relationships that drive growth.
Founder-led consulting experience shaped by decades of changing markets, technology, and economic conditions.
Firm-developed processes, metrics, and software convert stakeholder feedback into clear, usable retention intelligence.
Our methodology centers decisions on how customers and employees want to be treated.
We support corporations, smaller businesses, and start-ups across North America and worldwide.
Founder-led expertise for customer-driven B2B retention strategies.

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.
An executive consultant helps senior leaders evaluate important business challenges, interpret relevant evidence, and make more informed decisions. At The Dunvegan Group, executive consulting centers on customer and employee retention: identifying gaps between leadership assumptions and stakeholder experience, assessing risk, and prioritizing actions. Deliverables can include executive-ready findings, predictive retention measures, and practical recommendations for B2B organizations.
Speak with our team about your customer and employee insight needs.
Nearly four decades of consulting leadership.
Research-driven processes, metrics, and software.
Serving organizations worldwide from North America.
Tell us about your customer or employee retention challenge, and our team will help identify the right consulting approach.
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To help us assist you faster, please include the reason for your message so the relevant team can reach out as soon as possible.