Executive Engagement Strategy

For CEOs, CMOs, CCOs, and CROs.

You want to turn executive relationships into a profitable growth strategy.

I got you.

The Hard Truth

Your goal, “We need to be one of our customer’s top 5 strategic vendors.”
But right now? You’re just one of many.

And your executive customer engagement strategy?

You want it to:

Speak The Language Of The C-Suite:

Let’s shape the conversation in your customers' boardroom. You don’t need more practitioner-level content. You need content that commands respect in the sales cycle, your earnings or investor calls, and in your customers' boardroom. Strategic. Focused on business outcomes.

Your teams should walk into every executive interaction knowing exactly what to say, what customer insights to bring to the conversation, and how to connect your capabilities to the business outcomes that matter most. This is how you shift from selling to being a trusted business partner who advises.

Build A Bench That Moves Markets:

To accelerate pipeline and growth, you want executives across your company from Sales, Product, Marketing, and Customer Success who are equipped to show up with confidence and credibility in any C-level conversation. When your people own the room, they unlock new pipeline, accelerate deals, and deepen customer trust. This is about growing a company-wide bench of executive-ready leaders who influence sales outcomes.

Operate With One Strategic Growth Engine:

You're done with siloed events and fragmented executive touchpoints. You want one global strategy that aligns every executive interaction across the company. From Sales to your CEO, every move is intentional, insight-driven, and part of a long-term relationship arc. With consistent programs, real-time data, and scalable operations, your executive customer engagement strategy becomes a growth engine, not just a marketing line item. This growth engine is so powerful your board keeps asking about it!

Make Executive Trust Your Cultural Advantage:

This isn’t just about a program we’re talking about. It’s a mindset. You’re not looking for transactional wins anymore. You’re building a company culture where executive trust is treated as a long-term strategic asset. That means every function from Sales to Product to Marketing understands the power of consistent, high-integrity relationships with the C-suite.

This is the shift from “executive engagement as an event” to “executive intimacy as a core value.”

Because when you become the brand known for showing up and delivering value with no strings attached and doing this consistently, you don’t just earn deals, you earn loyalty.

And in today’s noisy, saturated markets? Trust is the ultimate differentiator.

Companies with this culture don’t chase logos. They shape markets by becoming the go-to strategic partner C-level leaders actually want in the room. Imagine if your customer kept calling you for advice versus you constantly chasing them?

This is about:

  • Creating a company-wide posture of service, value, and relevance

  • Valuing the slow burn of trust-building over the quick win of closing a deal.

  • Teaching every executive to listen with curiosity like a peer, and lead like a trusted business partner

Bottom line: The companies that shape and win in their markets?


Are the ones that win the hearts and minds inside their customers C-Suite and boardroom, one trusted relationship at a time.

WHAT WE BUILD TOGETHER

I work with CEOs, CMOs, CCOs, and CROs to transform executive customer engagement from a scattered effort into a measurable, intentional growth strategy.

We’ll focus on 4 key pillars:

A Unified Executive Growth Strategy:

What we build: One integrated operating model that aligns your CEO, Sales, Marketing, Product, and Customer teams around executive relationships that drive revenue.


How we do it:

  • Map your current programs, gaps, and silos

  • Define ownership, accountability, and governance

  • Design scalable experiences that span the entire customer journey. 

This isn’t a “CX initiative.” It’s a company-wide growth lever with structure and metrics.

A Culture That Earns Executive Trust:

What we build: A repeatable system that embeds trust-building into the fabric of your business. So executive relationships grow with intention, consistency, and accountability, not individual heroics.

How we do it:

  •  Leverage systems you already use like NPS, CSAT, QBR feedback, EBC data, exec sponsor activity, and strategic account plans (Salesforce, Gainsight, Totango)to surface where trust is strong, where it’s slipping, and what to do about it.

  • Codify trust-building patterns. From how value is delivered between meetings, to how execs stay meaningfully engaged, and how your teams show up with relevance and consistency. 

We want executive relationship health to be as visible and trackable as pipeline.

Executive Boardroom Program:

What we build: A program that arms your executives to shape the conversation in your customers’ boardrooms so you're not reacting to priorities, you’re helping set them.


Program Overview:

  • Stakeholders: CEO, CCO, CMO, CRO, Product Strategy, and Strategic Account Leads

  • How it works:

    • Curated briefings and insight memos are tailored to your top strategic customers

    • Internal alignment meetings to distill customer industry trends, C-level pain points, and whitespace

    • Matchmaking: Identify and prep your internal execs to lead high-value, insight-led, business outcome focused conversations

    • Executive plays linked to key customer objectives (e.g., growth, transformation, cost optimization)

  • Delivery: Monthly briefing kits, quarterly exec roundtables, and shared playbooks

  • Measurement:

    • Increase in multi-threaded executive relationships

    • Influence on renewal/expansion opportunities

    • Feedback from customer execs on strategic value delivered

    • Movement toward “Top 5 Strategic Vendor” status in customer feedback/NPS/QBRs

Moving Up the Value Chain:

To become a top 5 strategic business partner to your customers, we focus on:

  • Consistency: Trusted, visible executive presence throughout the year

  • Co-creation: Programs that solve real business problems with your customer that their board cares about

  • Relevance: Conversations rooted in their boardroom agenda, not your sales cycle

  • Trust: Replacing “checking in” with offering your unique point of view, industry intelligence, and resources to ensure their success with your technology, and in their market.

IMAGINE THIS

You’re one of the Top 5 Vendors for your Strategic Accounts. You’re on their boardroom agenda.

Your top customers say: “They get us. They deliver. They care. They bring me value. They’re funny.”

Your CCO can instantly pull up which execs are engaged, where, and what’s next.

Your CEO is on a first-name basis with 50 C-Suite executives in your Strategic Accounts, and gets texts before QBRs.

You’ve deepened the depth and breadth of executive contacts across your Strategic Accounts.

This program has created deep loyalty, revenue growth, and board-level confidence.

WHO THIS IS FOR

CEOs who want their company to be one of their customer’s Top 5 strategic business partners.

CMOs who want programs that build brand awareness and trust, and deliver pipeline.

CCOs who know that when customers are successful with their technology, renewals are a no brainer.

CROs who know influence at the top accelerates every single deal below.

If your goal is to be one of your customers’ Top 5 strategic partners, this is the answer.

Let’s build the growth engine that gets you there!