Strategic Consulting

For the C-suite: create a powerful market growth and customer retention strategy for today’s customer-empowered world.

Typical Client Results:

  • Develop a powerful Marquee Customer strategy.
  • Improve—and leverage—customer retention.
  • Build stronger customer relationships that scale.
  • Change the market’s perception of your firm.
  • Recruit passionate customer advocates now.
  • Transition from product to customer focused.
  • Engage customers to improve business operations while cutting costs.
  • Penetrate new markets.
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
Content was excellent. The attendee profiles were very good, the peer-to-peer interaction is what I really valued. I learned a lot, validated some things and also got some great ideas … Highly recommended
 -  Asim Zaheer, Senior Vice President, Worldwide Marketing, Hitachi Data Systems
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
I think I was over-thinking things and missing the obvious, but coming here and hearing how people engage with their customers gave me some really good Ideas that I can put into action immediately.
 -  Scott Fitzgerald, Vice President, Sales and Business Unit Operations, CA Technologies


Executive Workshops

Bill leads high-impact executive workshops—both public and privately for clients. The focus is on marshaling customers in innovative ways to build your brand and increase growth and retention. Executives who’ve attended Bill’s workshops have come from firms such as 3M, Discovery Networks, Hitachi Data Systems, IBM Storage, Oracle, Aegis, EMC, Unidesk, Sony, Reinsurance Group of America (RGA), Siemens, Navistar, Infosys, Lithium and others.

Implementation Workshops

For your customer advocacy and engagement teams, Bill helps them focus on the firm’s strategic goals, and successfully integrate with other customer-impacting operations, often called Total Customer Experience (TCE) operations.


Work directly with Bill—who has the broadest knowledge of customer advocacy and engagement in the world—to rapidly get your customer programs operating at full speed.

To inquire about having Bill present to your firm’s senior executives, or to your association’s senior executive members, please contact him directly at +1 214 907 5600.