“Kathi, Fantastic partner to work with. We were tasked with meeting client deliverables as well as building content for a new customer experience consulting practice, during our time together Kathi showed her immense knowledge and experience with digital transformation as well as customer experience principles. She was a true team player always looking for ways to provide more value to our clients as well as help educate the other members of the team. Kathi was well respected by every member of our team and clients. She proved that she not only can lead but also take a back seat when necessary to allow others to demonstrate their expertise. I enjoyed working with Kathi and hope to work with her again in the future.”
About
An exciting 25+ year career working with (and consulting to) contact center / customer…
Experience
Projects
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Sage Advice: Speaking, Events & Workshops
- Present
May 12 - Building the Business Case for CX Initiatives
In this webinar, I'll review 4 steps to developing a compelling business case that will help get
your CX initiatives on top of the budgeting list... I'll also walk through an example to illustrate key
CX impact drivers and the resulting cash flows and ROI for your business. This webinar is
sponsored by CXPA and Confirmit; My host will be Sarah Simon, Director Customer Success,
Confirmit.…May 12 - Building the Business Case for CX Initiatives
In this webinar, I'll review 4 steps to developing a compelling business case that will help get
your CX initiatives on top of the budgeting list... I'll also walk through an example to illustrate key
CX impact drivers and the resulting cash flows and ROI for your business. This webinar is
sponsored by CXPA and Confirmit; My host will be Sarah Simon, Director Customer Success,
Confirmit. https://attendee.gotowebinar.com/register/8119571587972478467
March 4 – Business Strategy: Launching Your Social Enterprise
Breakout Session at Nonprofit Day Conference, Hosted by Center for Nonprofit Excellence
The Antlers Hotel, 4 South Cascade Avenue, Colorado Springs
February 9 – Marketing Strategy & To-Do List for SMB Business Owners
Tri-Lakes Chamber of Commerce Educational Series, Monument CO
January 21 - Importance of 'Customer Experience' for Small Business Owners
Vistage International Group Meeting, Colorado Springs CO
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Go-to-Market Strategy for New Social Enterprise
I'm very excited to be a founding board member of Goal Zero | Recycling, a new (for-profit) social enterprise which is wholly owned by Care and Share Foodbank for Southern Colorado, and to be helping them (us!) with putting in place a sound go-to-market strategy and framework.
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Fast-Track Marketing Discovery
Performed marketing discovery for two new clients: an established medical practice and an IT services company; both are looking to grow their businesses and launch into new markets with expanded services. Outcomes included recommendations for core marketing infrastructure (e.g., GTM plans, persona development, messaging, and PR/social strategy) required to achieve the companies' goals.
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Go-to-Market for New Product Launch
Worked with a cyber security software company to develop the core infrastructure for their product launch, including: persona development, messaging, campaign/content/PR calendar, and customer experience strategy...
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Customer Experience & Contact Center Optimization for Milliman
Performed Customer Experience Workshop and Contact Center Discovery for this large employee benefits company - goal was to identify and quantify opportunities to grow the business, manage costs, and improve the customer (and agent) experience. Outcome was a detailed customer interaction strategy, and contact center process improvement and technology recommendations.
Recommendations received
25 people have recommended Kathi
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