Quick Win Implementation – 5–8 improvements in 90 days

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

Team Alignment – Unified leadership + customer-facing teams

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

Customer Journey Optimization – Enhanced engagement touchpoints

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

Immediate Risk Visibility – Understand retention risks + revenue vulnerabilities

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

Needs actionable recommendations with clear implementation path

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

Values systematic approach to customer relationship optimization

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

Experience customer retention challenges or competitive pressures

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

Chief Customer Officer, VP of Sales, or CEO

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

Relationship Strengthening – Enhanced relationships with key customers through strategic engagement

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

Competitive Intelligence – Customer view of competitive landscape and positioning

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