Strategic Preparation Leadership team interviews on customer strategy challenges and priorities Customer portfolio analysis and strategic segmentation review Current customer engagement assessment and best practice research Session agenda customization and materials preparation

A facilitated strategic planning session focused on customer strategy for 2026, designed to align leadership teams and develop actionable customer engagement priorities. Leverages Congruity’s exceptional facilitation expertise to drive strategic alignment and decision-making.

Expected Commitment: 1-2 Weeks Prep + Facilitated Session

Qualifying Criteria

Customer engagement identified as strategic priority for 2026
Leadership team availability for full-day strategic session
Recognition that current customer strategy could be optimized
Commitment to implementing strategic planning outcomes

Decision-Maker Profile

CEO or executive team collectively

Q: Full Day Strategic Session

Strategic Session (Full Day) Customer strategy alignment and priority setting Revenue growth opportunity identification through customer lens Customer engagement strategy roadmap development Implementation planning with specific accountability and timelines

Planning 2026 strategic initiatives with customer engagement focus

Values professional facilitation for strategic planning and team alignment

Recognizes need for systematic customer strategy but lacks internal facilitation and customer engagement expertise

Best For

$5M – $75M annual revenue with customer-dependent business model
Leadership teams recognizing customer engagement as competitive advantage
Organizations needing strategic planning facilitation and external expertise
Companies with multiple stakeholders requiring alignment on customer strategy

Expected Outcomes

Leadership Alignment – Complete executive team agreement on customer strategy priorities for 2026

Resource Allocation – Informed decisions on customer engagement investment and resource allocation

Measurement Framework – Success metrics and tracking systems for customer engagement initiatives

Clear Roadmap – Specific quarterly actions and initiatives for customer engagement improvement

Quick Wins – Immediate opportunities to improve customer relationships and engagement

Components

Week 1

Strategic Preparation

Leadership team interviews on customer strategy challenges and priorities
Customer portfolio analysis and strategic segmentation review
Current customer engagement assessment and best practice research
Session agenda customization and materials preparation

Full Day Strategic Session

Strategic Session (Full Day)

Customer strategy alignment and priority setting
Revenue growth opportunity identification through customer lens
Customer engagement strategy roadmap development
Implementation planning with specific accountability and timelines

Alignment Lab