We guide companies to increase customer lifetime value

Advisory Boards  |  Customer Success  | Customer Insights


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


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


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.

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.

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.

The Subtle Art of Acquiring Extended Organizational Buy-In at Cognition

Come together with the innovators of Customer Education

Join Donna Weber, KickStart Alliance’s leader in customer onboarding for a thought-provoking session.

October 7, 2020

11:15 am PT


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.

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