Keep 'Em · Competitive Snapshot

Spot the accounts at risk before renewal.

What your customers think the alternatives offer that you don't.

Competitive Snapshot

How We Do It

Understand how customers compare you to alternatives before renewal, what they believe about your value versus competitors, and what's most likely to trigger a switch.

Every project moves through these five phases. The scope and timeline shift based on what you're testing, but here's what you can expect.

We start by getting aligned on your goals, your competitors, and what a successful outcome looks like. By the end of this phase, you'll have a clear test plan and everyone knows exactly what to expect.

Competitive Snapshot

What You Get

Renewal Defense

Know exactly where your accounts are exposed before renewal conversations begin. You can reinforce value and address risk while there's still time.

Real Comparisons

See how customers actually stack you against alternatives (perceived gaps, advantages, and deal-breakers) not what you assume they're thinking.

Stronger Conversations

Equip renewal teams with insight that strengthens renewal conversations, reduces surprise objections, and improves save rates.

Trusted by teams at leading organizations

Bank Iowa
First Bank Iowa
VGM
UnityPoint Health
Remitly
Banner Health
Farmers State Bank
Axiom Strategies
Competitive Snapshot

Competitors They Didn't See

A large software provider knew competitors were circling their accounts. They brought us in as a third-party to get honest answers and we insisted participants name their own alternatives, not just the ones on our client's radar.

The results were eye-opening: customers were considering competitors the client had never heard of. Not just direct peers, but scrappy upstarts and cobbled-together alternatives solving the same problem differently.

They walked away knowing exactly who was quietly stealing share and launched an entirely new strategy to defend against competition they didn't know existed.

Read the full story →

Ready to see how you stack up?