Executive Briefings
Align leadership perspective with confidential customer dialogue and Business Retention Index analysis. Receive an executive-ready report that ranks priority actions and identifies high-value accounts facing genuine renewal risk.
The Dunvegan Group helps B2B organizations protect recurring revenue by identifying the customer and employee signals that precede costly departures. Our research-led consulting combines the Platinum Rule® philosophy with proprietary metrics, software, and practical executive guidance. From high-value account risk to feedback program design, we turn real stakeholder insight into focused retention actions that support durable growth.

Research-led retention services that clarify customer intent, prioritize risk, and guide revenue-protecting decisions.
Align leadership perspective with confidential customer dialogue and Business Retention Index analysis. Receive an executive-ready report that ranks priority actions and identifies high-value accounts facing genuine renewal risk.
Use a proprietary metric informed by more than 25 years of research to predict customer retention with 90%+ accuracy and measure whether customers are likely to remain.
Build customer feedback systems that deliver predictive insight into future behavior, giving leaders more useful direction than a satisfaction snapshot alone can provide.
Strengthen B2B customer retention through full-service research consulting, proprietary tools, and the Platinum Rule® approach to understanding and acting on customer needs.
Turn market and customer research into actionable intelligence for B2B corporations, smaller companies, and start-ups seeking clearer growth and retention decisions.
Reveal gaps between leadership assumptions and employees’ actual workplace experiences before disengagement drives turnover, safeguarding institutional knowledge and talent investment.
Revenue protection begins before a renewal is lost. The Dunvegan Group helps B2B leaders replace assumptions with a clear view of customer intent, employee experience, and the issues that affect long-term relationships. Through proprietary research processes, metrics, and software, we identify meaningful retention gaps, focus attention on the accounts and actions that matter most, and equip decision-makers with practical guidance for sustained growth.

A research-driven partner for B2B leaders seeking clearer retention decisions.
Founded in 1987, our firm has navigated changing markets, technology, and economic cycles.
The Platinum Rule® centers strategies on how customers and employees want to be treated.
Our Business Retention Index measures likely customer behavior beyond a simple recommendation score.
We support corporations, smaller businesses, and start-ups across North America and worldwide.
Founder-led expertise grounded in decades of B2B research.

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.
Revenue management consulting helps organizations make better decisions that protect and grow revenue. For B2B companies, that often means understanding which customers are at risk of leaving, what is influencing their future behavior, and which actions deserve priority. The Dunvegan Group applies research, retention metrics, and executive guidance to translate customer and employee insight into practical, revenue-protecting strategies.
Speak with our team about your customer and employee retention priorities.
Nearly four decades of evolving research consulting experience.
Customer-centered framework for retention strategy and action.
Firm-developed metrics, processes, and software for insight.
Tell us about your revenue retention priorities, and our team will help identify the most relevant research and consulting path.
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