Today’s business imperative…

Create a successful customer.
Capture their story.
Communicate it to your market.

We know more about how to do this than anyone on the planet.


Current Research

Learn how the world’s top enterprise firms—like Citrix, Rackspace, Misys, LinkedIn, Adobe and others—are engaging marquee customers to power business growth.


Summit on Customer Engagement

The world’s leading educational experience focused solely on customer advocacy and engagement programs


Some of Our Clients

Strategic Consulting

Get direct access to Bill’s smarts and experience.

Accelerate cultivation of the marquee customers who will fuel your growth and retention.

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Bill gets to the essentials of an issue very quickly. His knowledge in particular of customer engagement is as good as it gets. I highly recommend his consulting services. - Richard Stanfield, CEO, Tibit Communications, Chairman, Ascend Wireless Networks
There’s really nothing I’ve seen like Bill's Summit on Customer Engagement in the country. - Lisa Arthur, CMO, Teradata Applications
The value was unbelievable. If we’d had this knowledge when we first started, we’d be in a better place today. Bill's unique leadership qualities helped us to really move the dial when it comes to customer excellence. - Vicki Cooney, Vice President, Market Development, AmerisourceBergen
When it comes to developing high-impact customer relationships, I found out very quickly that all roads on that issue lead to Bill Lee. - Jackie Breiter, Vice President, Customer Success & Flagship Program, CA Technologies
One of the most useful and enlightening conferences I’ve been to in a long time—and I’ve been to a lot of conferences. I learned things and people talked about things I don’t typically hear. Very well worth my time. - Dan Crain, Vice President, Solid State Systems, Cisco, former CEO, WhipTail Technologies
The workshop Bill led ... and the subsequent consulting he provided were extraordinary. - Senior Executive, $4B Manufacturing and Services Firm


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“A much-needed book.”

Brian Householder, EVP, WW Marketing
& Business Development, Hitachi Data Systems

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