Skip to content
Let's Talk

Professional services Market ResearchCase 04 of 10Illustrative engagement

Brand perception research for an advisory firm

A tax and advisory firm

  • RegionIndia
  • Scope400 business owners
  • Timeline5 weeks
  • MarketsIndia
Download the PDF Discuss a similar project

Illustrative engagement. A representative scenario showing how we approach this kind of work in professional services. It does not describe a specific client; outcomes are described qualitatively.

01

Industry overview

What is shaping professional services

Consulting, legal, accounting and advisory firms win on reputation and relationships. Client feedback, thought leadership and steady lead flow keep them growing.

  • Thought leadership builds credibility
  • Client feedback improves retention
  • Lead generation is becoming more digital
02

Client background

A tax and advisory firm, working in India. This is an illustrative engagement: a representative scenario showing how we approach this kind of work, not a named client project.

Organisation
A tax and advisory firm
Sector
Professional services
Team engaged
Market Research
Services
Business panel, Quantitative research
03

Client challenge

The firm wanted to understand its brand awareness among mid-sized businesses.

04

Research objectives

  • Deliver on the brief: brand perception research for an advisory firm.
  • Understand the views, needs and behaviour of business owners.
  • Produce results that can be compared across groups and locations.
  • Give the client evidence it can act on within 5 weeks.
05

Target audience

The work focused on 400 business owners.

  • business owners400

Audiences we typically reach in professional services

Clients and former clientsProspectsBusiness leadersPartners and referrersProfessionals and staff

06

Geographic coverage

Coverage: India. Market: India.

  • India
07

Research methodology

A structured quantitative design, so results could be compared across groups, locations and time.

  1. 1Brief
  2. 2Business survey
  3. 3Insight

We surveyed business owners about awareness, perceptions and selection criteria.

Business panelQuantitative research

08

Sampling strategy

business owners
400
  • Business respondents were screened on role, company size and involvement in the decision before being invited.
  • Online respondents were drawn from verified panel members who matched the screening criteria, with quotas on key profile attributes.
09

Data collection

Brief & design Sampling & set-up Fieldwork Analysis Reporting Indicative split of the 5-week timeline.
  • The online survey was mobile-friendly and offered in respondents' languages.
10

Data quality & validation

  • Digital fingerprinting and duplicate checks
  • Attention, speed and straight-lining checks
  • Review of open-ended answers
  • Logic and range checks on the final data
  • Work carried out under our ISO 20252 quality procedures
11

Data analysis

  • Cross-tabulation by key groups and locations
  • Significance testing on the differences that mattered
12

Key findings

  • Awareness was low outside its home city.
Visibility drives consideration.
13

Recommendations

  • Build on the core insight: visibility drives consideration.
  • Focus effort where the evidence was strongest: awareness was low outside its home city.
  • Re-measure after the changes to confirm the effect.
14

Business impact

  • The firm invested in regional events.

What changed in the business as a result of the work. Impact is described qualitatively.

15

Deliverables & next steps

  • Insight report and management presentation
  • Cleaned data file and data tables
  • Repeat the measure after changes are in place to track progress.
  • A natural follow-on question: what insight would interest our market?

More professional services case studies

  1. 01caseClient feedback for a law firmA corporate law firm
  2. 02caseA thought-leadership survey for a consulting firmA management consulting firm
  3. 03caseLead generation for an accounting firmAn accounting and advisory firm
All professional services case studies

Want results like these?

Tell us about your objectives. We'll recommend an approach and confirm feasibility within one working day.

Request a QuoteTalk to an Expert