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Board Member
Nov 2023
We’re on a mission to build better experiences.
Were a CX community creating and designing people first, services and experiences. Whether that’s customer experience, user experience, service design or design thinking, here’s your place to find tips, tricks, how-to guides, and tools to develop your CX strategy and team.
Founding Member & Investor
Feb 2023
Equity for the CS Community. Invest in what you know, help more teams, and get more exposure by becoming a CS Angel.
Board Member
May 2020
CSM Practice is a Customer Success consulting firm offering services to increase your net retention, improve your customer satisfaction, and grow your advocacy base. We do so by providing research, advisory, and strategy services for technology and services companies that wish to achieve effective and scalable results. We offer a unique customer-centric methodology encompassing the entire customer life-cycle including onboarding, adoption, customer training, expansion, and renewals. Furthermore, we’ll help you build and execute a winning Customer Success strategy, optimize your operations, and improve your productivity with automated playbooks.
Experience · 5 entries
All (5)
Investments (4)
Founder (1)
Board (3)
2023
Board Member
Nov 2023
We’re on a mission to build better experiences.
Were a CX community creating and designing people first, services and experiences. Whether that’s customer experience, user experience, service design or design thinking, here’s your place to find tips, tricks, how-to guides, and tools to develop your CX strategy and team.
Co-Founder, President and Chief Experience Officer
Jul 2023
HRIZONS EX, a division of HRIZONS, is an innovative consulting firm that is focused on aligning your people strategy with your business strategy to increase productivity and improve business performance.
Our approach combines deep expertise from our talented consultants, proven methodologies and strategic partnerships with leading technology providers. Whether you’re new to crafting employee programs or have a mature people strategy, HRIZONS EX can assist you on your Employee Experience journey. HRIZONS EX delivers the confidence and clarity that global HR leaders need to succeed in today’s dynamic business environment.
Since our inception, we have been focused on innovating Employee Experience and delivering real change to global industry leaders. Through our strategic partnerships with leading employee listening, skill development, and rewards and recognition providers, HRIZONS EX helps companies across the world to achieve enhanced employee engagement leading to stronger business results.
We are proudly partnered with:
- Microsoft Viva, including Glint, Insights, Pulse and Copilot
- Qualtrics XM
- Perceptyx
- Workday
- Growthspace
- Semos Cloud
Founding Member & Investor
Feb 2023
Equity for the CS Community. Invest in what you know, help more teams, and get more exposure by becoming a CS Angel.
2020
Board Member
May 2020
CSM Practice is a Customer Success consulting firm offering services to increase your net retention, improve your customer satisfaction, and grow your advocacy base. We do so by providing research, advisory, and strategy services for technology and services companies that wish to achieve effective and scalable results. We offer a unique customer-centric methodology encompassing the entire customer life-cycle including onboarding, adoption, customer training, expansion, and renewals. Furthermore, we’ll help you build and execute a winning Customer Success strategy, optimize your operations, and improve your productivity with automated playbooks.
2019
Board Member, ClearAction Value Exchange
Aug 2019
How to rapidly get companywide engagement, reduce silos, prove indisputable ROI, and become indispensable to corporate strategy.
> Save customers time, money, and worry as the path to greater revenue growth
> Influence every growth and efficiency effort in your firm
EXPERIENCE LEADERSHIP MASTERY is the perfect way to start XM, or gently course-correct, or pivot. (XM: Customer + Partner + Employee Experience) It allows everyone to get in-sync, from interns to experts and execs. is super-rare advice. Its super affordable as self-paced and remotely facilitated e-consulting.
SENIOR LEADERS:
♦ C-Suite Guide to XM Growth (2-hr pivotal session)
♦ XM Council Strategic Impact
♦ CX Maturity Roadmap & Playbook
♦ Customer-Centric Culture Assessment
ADVANCED:
♦ Experience Value Exchange (influence internal engagement)
♦ CCO Masterminds (quarterly: Experience Leadership templates)
♦ Strategy Masterminds (90-minute action templates)
♦ Experience Leadership for Experts & Execs (90 minute sessions x 5 topics)
♦ Coaching (CX, CS, EX, PX, Marketing Ops)
INTERMEDIATE:
♦ Experience Value Exchange
♦ Strategy Masterminds
♦ Experience Management Maturity (90 minutes x 5 topics)
♦ 100% CCXP Ready (intermediate)
♦ Journey Map ROI Facilitator Skills (6 As of XM success)
♦ Coaching
FOUNDATIONS:
♦ Experience Value Exchange
♦ Automatic Experience Excellence (for CX, EX, PX managers)
♦ Internal Collaboration (for anyone)
♦ Coaching
Experience Value Exchange builds CS, CX, EX, PX & Marketing influence of automatic experience excellence. (Automatic: prevent issues. Excellence: meet or exceed expectations.) Earn badges as you master 6 competencies:
1) Growth inspired by CX+EX+PX insights
2) 1-to-1 ratio in value delivered vs expected
3) Lifetime value mindset
4) Aligned motivations
5) Respect of interdependencies
6) Follow-through on intentions
Join today at ClearAction.com/team-sport
Success@ClearAction.com
text/tel +1 408.687.9700
Investment activity
2019–2023 · 4 investments
Recent (last 2 years)Earlier
