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Client Campaigns

Results that Speak for Themselves

Customer Advisory Boards

Offer Fit logo
  • Approach:
    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)
  • Impact:
    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
  • Tactics:
    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
  • Best For:
    Companies looking to build deep, strategic relationships with senior customer stakeholders

User
Groups 

Narmi logo
  • Approach:
    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)
  • Impact:
    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
  • Tactics:
    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
  • Best For:
    Companies looking to build deep, strategic relationships with senior customer stakeholders

Onboarding Programs for New Customers

  • Approach:
    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)
  • Impact:
    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
  • Tactics:
    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
  • Best For:
    Companies looking to build deep, strategic relationships with senior customer stakeholders

Reachdesk Onboarding and Gifting Strategy

  • Approach:
    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)
  • Impact:
    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
  • Tactics:
    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
  • Best For:
    Companies looking to build deep, strategic relationships with senior customer stakeholders

1:Few ABM Campaign

Rapid Works logo
  • Approach:
    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)
  • Impact:
    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
  • Tactics:
    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
  • Best For:
    Companies looking to build deep, strategic relationships with senior customer stakeholders
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