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.
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.
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
3 Articles: Expert Advice for CAB managers in 2020 & 2021
CMOs and executive leaders: Will you be running a Customer Advisory Board meeting in Q4 or Q1 2021? Here are three articles with advice and guidance from the Advisory Board front lines.
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.