Boutique capabilities Southwest Planning & Marketing is a small market research firm with 0-1 employees and a focus on services such as marketing research, survey research and analysis, focus groups, feasibility studies, and strategy planning. Opportunity: position as a boutique partner to larger firms needing specialized, flexible research support without the overhead of a full-time team.

Strategic alliances The company relies on strategic alliances to expand capabilities. Opportunity: approach potential alliance partners and larger agencies for referral arrangements, white-label services, or collaboration on larger projects to access broader capabilities and client networks.

Cost-competitive pricing With revenue under $1M and a lean team, SWPM can offer cost-effective research solutions. Opportunity: target mid-market clients seeking affordable, high-quality marketing and feasibility insights, emphasizing value-added services and scalable engagement models.

Long-standing presence Founded in 1977 in Santa Fe, the firm has a long track record which can build credibility in regional or niche markets. Opportunity: leverage legacy to pursue regional market research projects, local government or small-to-mid-sized business clients who value experience and continuity.

Strategic growth fit Service breadth covers planning, feasibility, and strategic advice, indicating potential for cross-sell into client projects that require end-to-end support. Opportunity: propose bundled offerings combining research with business planning and strategy development to win integrated engagements.