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Client Campaigns
Results that Speak for Themselves
Customer Advisory Boards
• Hosted a 2-day in-person CAB retreat at The Boca Raton for OfferFit’s most senior customers
• Developed the CAB charter and led invite strategy, aligning with internal stakeholders
• Created a “Wellness Your Way” experience where customers could choose a wellness activity of their choice as a way to network in an organic setting while taking advantage of the resort
• Balanced structured sessions with open dialogue and meaningful peer-to-peer connection (the #1 driver of CAB engagement)
• Uncovered product blockers and surfaced executive-level insights that shaped roadmap direction
• Deepened trust and engagement with 8 strategic accounts
• Sparked excitement and advocacy among key champions
• Curated personalized gifting pre-event and on-site
• Led 1.5 days of facilitated discussion with executive participation
• Delivered branded, personalized materials: agendas, name cards, and room-drop gifts
Companies looking to build deep, strategic relationships with senior customer stakeholders
User
Groups
• Launched a recurring series of virtual user groups to bring together Narmi’s customer community
• Designed each session to foster two-way feedback between customers and the product team
• Focused on strategic discussion, upcoming product enhancements, and open peer-to-peer sharing
• Captured valuable product feedback directly from customers
• Identified expansion opportunities
• Strengthened relationships across the customer base by creating a space for shared learning
• Facilitated virtual sessions with structured agendas
• Incorporated live polls, Q&A, open discussion to drive engagement
• Partnered closely with product and CS teams to turn feedback into follow-up
Teams looking to build ongoing customer engagement loops that blend product feedback with community connection
Onboarding Programs for New Customers
• Laser-focus on churn prevention from the moment a new contract is signed by designing new customer programs measured by Time to First Value (https://martech.org/time-to-first-value-the-cx-metric-you-cant-afford-to-ignore/)(TTFV)
• Support Customer Success teams in delivering value-based experiences and information to ensure customers are receiving product value quickly
• Strengthened cross-functional relationships with Customer Success teams
• Engaged customers from day 1, cultivating future champions
• Reduction in churn
• New customer email nurture providing value-based communications to supplement the onboarding comms the Customer Success team shares regularly
• Welcome gift - swag with purpose. Get your customers excited to be your partner by treating them to useful “top of desk” swag so you remain “top of mind”
• Virtual roundtables exclusively for new customers provide a community-like opportunity to network with fellow new customers and learn super tactical strategies to increase time to first value.
Teams looking to relieve some of the stress the Customer Success team typically is responsible for when ramping a new customer. This program also offers a measured approach to churn reduction.
Tech Onboarding and Gifting Strategy
• Built and delivered training for marketing and outbound sales teams on how to leverage gifting as a strategic way to engage prospects
• Positioned gifting as a creative tool to open doors, build relationships, and stand out in outreach
• Integrated Reachdesk into outbound strategy, with campaign templates and suggested use cases for each gift type
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• Boosted outbound engagement across priority accounts
• Empowered sales with autonomy to send gifts, eliminating marketing bottlenecks
• Aligned teams around a shared, strategic approach to gifting
• Technical setup of Reachdesk gift campaigns
• Built a scalable catalog of eGifts, marketplace gifts, and branded landing pages for seamless redemption
• Created campaign playbooks with gift recommendations based scenario, including relevant gifting ‘holidays’
Companies looking to connect marketing and sales through a strategic, scalable gifting engine, and bring more creativity to outbound efforts.
1:Few ABM Campaign
• Executed a targeted 1:Few ABM campaign focused on cold accounts within RapidWorks' crane vertical
• Partnered weekly with the BDR team to review progress, share insights, and align on next steps
• Built coordinated marketing and sales outreach to warm up key accounts and drive engagement
• Created strong alignment between marketing and outbound teams around shared target accounts
• Elevated top-engaging accounts based on consistent content interaction and gifting engagement
• Enabled a more focused, high-signal follow-up approach to cold outreach
• Orchestrated marketing email sequence paired with personalized BDR outreach
• Integrated a gift offer to create standout moments in the buyer journey
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