Quick Wins – Immediate opportunities to improve customer relationships and engagement

Align leadership, teams, and customers to accelerate growth heading into 2026

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

Align leadership, teams, and customers to accelerate growth heading into 2026

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

Align leadership, teams, and customers to accelerate growth heading into 2026

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

Align leadership, teams, and customers to accelerate growth heading into 2026

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

Align leadership, teams, and customers to accelerate growth heading into 2026

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

Align leadership, teams, and customers to accelerate growth heading into 2026

Values professional facilitation for strategic planning and team alignment

Align leadership, teams, and customers to accelerate growth heading into 2026

Planning 2026 strategic initiatives with customer engagement focus

or competitive pressures Experience customer retention challenges or competitive pressures Align leadership, teams, and customers to accelerate growth heading into 2026

CEO or executive team collectively

Align leadership, teams, and customers to accelerate growth heading into 2026

Revenue Protection – Strategies to protect + grow key accounts

Align leadership, teams, and customers to accelerate growth heading into 2026