Retainer for flexible skill-building

Get everyone on the same page with modern CX & EX approaches,
such as 4 gold ROI metrics, insights usage rate, lifetime value hierarchy, interaction bridges, handoff silos, etc.

Boost your extended team’s performance

Set up your company for greater gains!


Quarterly Payment

Monthly Payment

Send requests to Success at or message via LinkedIn
or book a discovery call by clicking “Let’s Talk” at the top of this web page.
Change your subscription anytime via the customer portal on your receipt.

Example: 100 points can be used in a month for:

  • 1 mastermind session for 12 people
  • 1 masterclass for 12 people and 1 coaching session
  • 2 mastermind sessions for 6 people
  • 4 weekly masterclasses for 6 people
  • Or any combination you like, or saved for future months

Popular topics

Assumption Silos: solve inconsistent CX views and duty across functional areas.
Vision Silos: solve being out of sync with the hand that feeds you: customers, employees, and partners.
Goal Silos: solve goal outcomes that are incongruent with intentions.
Metric Silos: connect underlying factors for true metric momentum.
Handoff Silos: ensure work quality and timing matches recipients’ needs.

Channel Silos: ensure consistency among service, sales, marketing, and delivery channels.
Data Silos: overcome disparate systems with mis-matching data.
System Silos: incompatible or standalone technologies.
Process Silos: simplify complicated execution.
Organization Silos: influence coordination and collaboration.

Indispensable Value: full buy-in and appreciation.
Predict NPS/Financials: identify workflow leading indicators.
Financial Ratios: tie XM progress to ROA, EPS, CAGR, etc.
Actionability: compel and facilitate action in every report.
Value Creation: expand value in every growth endeavor.
Massive Improvements: stop recurrence of prevalent issues.
Long-Term ROI Engagement: build mutual value in every offer.

Motivation: speak the language of every work group.
Expectations Personas: guide non-customer-facing performance.
Stakeholder Personas: proactively manage internal stakeholders.
Impassion Everyone: guide every group in internal and external CX value.
Cross-org Collaboration: instill cooperation across groups.
Advocacy by CFOs: make your CFO the greatest CX advocate.
Leadership: infuse XM in leadership of every function.

End-to-End CX Strategy: excel in end-to-end CX and culture.
Self-Audit Maturity: simple path to customer-centered business.
Maturity Roadmap: achieve milestones for XM maturity now.
Cross-Pollination: propel XM maturity via lessons learned.
North Star: XM insights can guide all manager decisions.
Strategic Pillars: every objective/initiative ties to XM.
Governance: tap into built-in strengths to fast-track progress.

B2B Influencers: keep a pulse on gatekeepers and users.
B2B Strengths: shift B2B/B2B2C complexity to advantages.
B2B CX Team: structure, positioning, and skill set for fast progress.
B2B Journey Orchestration: efficient path to higher CJM gains.

This brings the group in with thought-provoking discussions where participants share real-world examples from our different histories and experiences. I appreciate the practical tools and resources explaining how to use these in greater depth.
George Bell-Uribe, Head of Customer Experience, North America, Sage

Clear Action: engage everyone in walking the talk

This is e-consulting . . . far more value than “training”. It’s high-powered super-rare advice.

In place of an expensive consult, we avoid invoice rigmarole and give you super-affordable immediate access to e-consulting.

It saves your time, continuity, and resources. It boosts your influence, reputation, efficiency, capabilities, and growth!