You need to explain how new methods work and offer data or case studies that show you’ve achieved results to reassure clients of their soundness. Break it down into baby steps that break it down even further, and provide a small scale trial, so you can see results up front. For instance, using A/B testing I once showed how accurate a new survey method I was testing was, which immediately earned client trust. Measurable benefit, open communication, and making sure they feel confident in the strategy’s effectiveness keeps them on board.

This often happens when you're being courted for a project, and the company is likely already working with another insights partner. Something has triggered a review of their current setup, but moving away from the status quo is challenging, as multiple stakeholders will have differing views. Start by showcasing a similar strategy, its success, and how it demonstrates the value of your recommended method. Discuss why it’s suited to deliver the results they seek, positioning yourself as the expert they trust and why they came to you. The easy bit is to take the time to understand their concerns, listen to stakeholders, and engage them early to ensure alignment.