We guide companies to increase customer lifetime value

Advisory Boards  |  Customer Success  | Customer Insights

visualIQ
Symantec
Rackspace
NFI
IDMWORKS
f5
EMC
Cisco
Avaya
Aspect

Deliver a world-class Customer Advisory Board experience 

Energize partners with a Partner Advisory Board

Design your best Customer Success Strategy

Create Customer Onboarding strategies 

Interview customers & conduct a Churn Analysis

Design & fine-tune your Salesforce instance

WHO WE ARE

We are strategists who know how to connect leadership teams with their best customers and partners.

HOW WE WORK

Through Advisory Board programs, customer onboarding engagements, and executive-level interviewing projects, we bring people together to learn from each other so you can make the best business decisions possible.

 

 

News & Events


Did you miss our last CAB Masterclass?

Find out how to schedule a private CAB Masterclass for your team.

Why you need a Customer Advisory Board now!

Recorded webinar: Why you need a Customer Advisory Board (CAB) now!

It’s easy to talk with customers when times are good. It’s even more important to keep the communication going when times are uncertain.

May 2020: Honored to have been a guest of Mitchell Levy’s Thought Leader podcasts. Talking about Customer Advisory Board best practices.

Meet up

Bay Area Meet Up: Rethinking Content & Messaging Strategies

On August 6, Mike Gospe lead an interactive conversation about the changing “buyer’s journey,” content strategies, and messaging best practices in the COVID-19 era. Listen to the recording.

Blog Highlights


Even Tiger Woods has a coach

Even Tiger Woods has a coach

There’s a good chance your CEO has a business coach. But what about you? Here are a few examples of how buisness coaches and mentors have helped VPs and the next generation of marketing, sales, and customer success leaders to unlock their full potential.

read more