A comprehensive assessment and optimization of current customer engagement practices, delivering immediate improvements and strategic recommendations. Combines analysis of existing customer relationships with expert facilitation to optimize customer engagement for revenue growth and retention.
Retention is critical to business success
Engagement practices are ad-hoc or inconsistent
Leadership committed to implementing improvements
3–5 customers willing to provide candid feedback
$10M–$100M revenue with significant customer dependencies
Chief Customer Officer, VP of Sales, or CEO
Facing retention challenges or competitive pressures
Seeking systematic, external perspective on relationships
Needing actionable recommendation with a clear path
Current State Assessment
Relationship mapping + engagement review
Satisfaction and loyalty data analysis
Revenue risk + account vulnerability review
Feedback system evaluation and gap analysis
Strategic Customer Roundtable
One facilitated session with 3–5 customers + leadership
Candid customer feedback on relationship experience
Competitive vulnerability assessment
Insights on evolving needs + future requirements
Strategy Development and Implementation
Engagement strategy optimization with specific improvements
Quick-win identification + 30-60-90 day plan
Customer journey enhancement recommendations
Executive workshop + team alignment session
