Synthetic data and synthetic personas for market research

Engineering consultancy increases client retention from 66% to 89% with decision intelligence

The results

Retention transformation: 66% to 89% within 12 months
Revenue impact: 23% increase in average account value
Cost reduction: 31% reduction in retention costs through precision targeting

A UK engineering consultancy achieved these results by competing with intelligence instead of assumptions about what drives client retention.


The challenge

The consultancy faced unexpectedly high client churn despite strong technical delivery and positive feedback.
34% of mid-market accounts were reducing scope or initiating competitive reviews within 18 months of engagement.

Traditional client satisfaction surveys and relationship assessments failed to identify the real retention drivers.
Clients consistently praised technical expertise and communication quality—then left anyway.

The consultancy was making retention decisions based on assumptions:

  • Assumed relationship quality predicted retention
  • Assumed technical excellence prevented churn
  • Assumed client feedback revealed real concerns
  • Assumed all clients responded similarly to retention efforts

Their competitors operated on the same assumptions.
That's why retention strategies across the industry looked identical—and failed similarly.


What intelligence revealed

Decision intelligence from 100 mid-market decision-makers uncovered psychological patterns that contradicted every assumption:

The competence anxiety revelation

Clients fear appearing professionally incompetent more than experiencing technical problems.
Budget surprises that forced them to request additional funds undermined their internal credibility as vendor managers.

Strong engineering delivery meant nothing if budget predictability was compromised.
The real retention driver wasn’t relationship quality or technical competence—it was budget control competence anxiety.

The behavioural segmentation breakthrough

Intelligence revealed four distinct psychological segments:

Immediate Actors

  • Initiate reviews within days of problems
  • Highest switching risk, fastest trigger response
  • Require prevention-focused strategies

Patient Evaluators

  • Build evidence for change over 2–3 months
  • Need systematic communication and documented milestones
  • Value structured improvement more than relationship quality

Long Sufferers

  • Endure issues for 6–12 months before switching
  • Need early intervention triggers
  • Benefit from quarterly health checks

Relationship Trapped

  • Complain internally but rarely switch providers
  • Lowest switching probability
  • Require minimal retention investment

Each segment required different retention strategies.
One-size-fits-all account management failed because it ignored psychological differences.

The retention investment paradox

The consultancy was allocating retention resources inversely to switching probability:

  • Low-risk Relationship Trapped clients received disproportionate attention
  • High-risk Immediate Actors received generic relationship management

This explained cost inefficiency and persistent churn.


What changed

From generic relationship management to precision retention

Four strategies replaced one-size-fits-all account management:

Immediate Actors

  • Zero-tolerance budget tracking
  • Proactive escalation channels
  • Senior partner emergency response protocols

Patient Evaluators

  • Systematic performance documentation
  • Measurable milestones
  • Structured improvement planning

Long Sufferers

  • Quarterly health checks
  • Early intervention triggers
  • Comprehensive reset processes

Relationship Trapped

  • Minimal investment
  • Focus on scope maintenance

From relationship focus to budget competence positioning

All client communication emphasised budget predictability and competence protection—not technical excellence.

Resource allocation transformation

  • 67% reduction in resources allocated to Relationship Trapped clients
  • 340% increase in investment for Immediate Actors
  • Budget control systems prioritised over relationship activities
  • Segment-specific protocols replaced generic approaches

The competitive advantage

This intelligence created market advantage because:

Competitors still optimise for relationship quality

Industry believes relationship management prevents churn.
Intelligence showed budget competence anxiety outweighs relationship quality entirely.

Satisfaction surveys miss psychological drivers

Traditional research captures what clients think they should say—not what drives switching decisions.
Competitors relying on surveys never see these insights.

Behavioural segmentation invisible to demographic approaches

Competitors segment by company size, sector, location.
Intelligence segments by decision psychology—far more predictive.

Resource allocation inverted across industry

Most firms over-invest in low-risk segments and under-invest in high-risk ones.


Why this matters for professional services

If you're experiencing churn despite strong technical delivery, positive feedback, good relationships, and responsive account management, the retention drivers likely lie in psychological anxieties clients won’t admit in surveys.

Intelligence reveals:

  • What actually drives switching decisions
  • How different psychology types respond to problems
  • Where to allocate retention resources
  • What positioning prevents churn

The result: 66% to 89% retention, 23% revenue increase, 31% cost reduction.

See how ASI would work for your situation

Book a 15-minute call with Steven Lewis to discuss your specific positioning challenge — competitive losses, unclear differentiation, retention issues, proposal struggles — and examine whether Asymmetric Strategic Intelligence (ASI) would reveal the decision intelligence you need.

You'll leave knowing whether your challenge fits the ASI methodology and, if it does, exactly what the process would reveal and how you'd use it.

Prefer to email? Email us at asi@taleist.agency.