Strategic Advisory Services

Support decision making and set strategic direction for critical initiatives.

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Give your executives and key stakeholders an impartial third-party perspective in order to make more confident and informed decisions.


Aligning For Success

To ensure your success, you will be matched with a dedicated lead analyst who has expertise in your specific market and with the technology ecosystem that matters to your business. You’ll also be supported by our Client Success and Account Management teams, ensuring that you’ll have direct and timely access to the expertise you need, when you need it. If you have questions, we’ll be here to answer them.

The Process

Our Strategic Advisory Services process is customized for each client’s specific needs, but typically consists of the following:

  • Discovery Calls: Your dedicated ABI Research analyst will work closely with your product management and strategy teams to understand your needs and determine a timeline that works for you.
  • Action Plan: Based on the Discovery Call, our analyst will present a detailed, structured plan outlining all deliverables and how they align with your business goals. You’ll have an opportunity to review and approve the plan before moving forward, ensuring full transparency and alignment between our research and your expectations.
  • Kickoff: Together, we will review the final Action Plan and formally initiate the project.
  • Check-Ins: We will regularly host team calls to update you on progress, discuss recent deliverables and important insights, and ensure continued alignment.
  • Recommendations Presentation: Our analyst will review our recommendations with your team in-depth.
  • Wrap Up: At the end of the project, we will host a wrap-up call to discuss the engagement, our research, and your feedback. We’ll also define new best practices for potential future projects.


During the Discovery Calls, we’ll work with your team to determine the specific research reports and deliverables that need to be developed. However, the following deliverables are suggested elements of our Strategic Advisory Services.

Custom Market Data & Segmentation

Quantitative data tailored to your strategic goals.

Strategy Assessment

A custom report driven from the initial Discovery Call.

Bespoke Analysis & Reports

For internal use and education, these reports help you drill down into strategic needs.

In-Person Strategy Sessions

ABI Research will host face-to-face presentations for key executives, providing a forum for addressing questions, discussing key topics, and receiving actionable guidance.


Additional Research Services

As part of our Strategic Advisory Services solution, ABI Research can also provide you with detailed reports, data, and information through our Technology Research Services.

You will receive access to research in the service areas most relevant to your business, along with direct access to analysts within those service areas. We can also host on-site presentations for your internal teams.