Executive Roundtables

Where Customers Help You See What Dashboards Can’t


When was the last time you asked your customers to help you
think through your next big move? Whether it’s a new product, business model, acquisition, or investment, the most valuable insights rarely come from inside the building. They come from the customers who will make—or break—your success.

That’s where Congruity Executive Roundtables come in.

These highly focused sessions (virtual or in-person) bring together six to eight of your most strategic customers in a collaborative, facilitated setting. The result: candid conversations that surface blind spots, validate direction, and build trust that deepens relationships long after the session ends.

What You Gain

  • Co-Innovation: Customers co-create with you, shaping products and strategies they’ll actually adopt.
  • Faster Market Adoption: Build buy-in early and avoid costly missteps.
  • Critical Customer Truths: Get the unfiltered perspectives that dashboards, surveys, and internal debates will never reveal.


An Executive Roundtable isn’t just about feedback—it’s about aligning leadership decisions with customer reality, so you enter the market with clarity and confidence.

Ready to Explore?


If you’re trying to crack the code on a specific initiative—or want to avoid blind spots that stall growth—let’s talk. A short call is the best way to see if a Roundtable is the right fit for your objectives.

Frequently Asked Questions

A highly focused, facilitated session with a small group of your most strategic customers (typically up to eight). It’s designed to surface unfiltered insights, pressure-test your ideas, and strengthen relationships by giving customers a seat at the table.

We work with you to identify the customers whose perspectives will have the most impact—decision-makers, influencers, and advocates who matter to your growth.

Anything tied to high-stakes growth decisions: product innovation, pricing, marketing, acquisitions, partnerships, or market expansion. If it’s critical to your strategy, it’s worth bringing to your customers.

Minimal. We handle the planning, facilitation, and follow-up. You bring your curiosity and willingness to listen.

You walk away with a clear, prioritized set of customer-led insights and next steps. Even more importantly, your customers walk away with stronger trust in your partnership—and excitement about what comes next.

If you’re asking “Is now the right time for a Roundtable?” the best next step is a quick call. We’ll map your objectives to the right approach and see if this is the catalyst your strategy needs.