customer experience

Customer Experience Workshops

Developing a Client Pathing Model

This course is designed for sales, marketing, and the executive team. Client pathing is a great place for sales and marketing to get on the same page. From where your client enters the market to their optimal consumption of your offerings is your client path. We work with you to optimize opportunities for your client to choose your product, and develop stronger client relationships in the process. The 90 day follow up plan helps you to continue to build your model, and refine your approach.

Customer Experience Touchpoints and Guideposts

This workshop discusses the decision process from the customer side, from the triggering event that puts them in the market through ownership of the product. By recognizing these critical decision points, marketing teams can better target research and outreach, and sales teams can refine their approach. Teams learn to address each decision point separately, and optimize their side of the customer experience equation. Designed for sales, marketing, and the executive team.


For additional customer experience ideas, read “When the Client Sells Himself.”

Contact us for more information – 716-435-7096 

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