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
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.
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.
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
Insights from facilitating Advisory Board meetings in 2020: We are all connected
Over the past couple of months we’ve interviewed dozens of CAB and PAC members around the world. Here’s what we’ve learned.
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.
Why frequent touchpoints with top customers (and partners) is more vital than ever in 2020
Staying close to your best customers and partners is critical to your business’ future success, especially now! This is the only way to know how and when to alter course as business conditions change. Here’s how to design your own virtual program — one that encourages collaboration without overwhelming your customers, partners or your budget.