Increasing awareness and gaining commitment are two critical steps in executing on any customer focus promise.  CIAgenda® can help create enthusiasm for a customer intelligence initiative within your organization.

Through the power of story-telling, Phil Winters, the Father of Customer Intelligence, uses his unique narrative style to breathe life into best practices and lessons learned from his work with over 300 organizations worldwide, infusing them with excitement and relevance.  His speeches are tailored precisely for your organization or event.

Created from a number of core modules that can be mixed, matched and recast to meet the unique requirements of the requesting organization, his presentations, seminars and lectures can be held standalone or as an integral part of a customized workshop. They are suitable for single organizations and for conference/ professional associations.

Core Module:  A History and Explanation of Customer Intelligence
A short overview and definition of customer intelligence illustrated by colorful true stories from around the world, not only from consumer-focused organizations such as banks, telcos and retailers, but also involving other unique “individuals” such as car dealers, fraudsters, pig farmers and parishioners.
Suitability:  General audience, cross-industry, mixed roles and seniority levels

Module:  I Support the CIA – that is, the Customer Intelligence Agenda^®
A module designed to leave a “next action” for attendees by using memorable anecdotes to establish and elucidate the four-perspective discipline of a successful Customer Intelligence Agenda® – Process, Passion, Platform and Passion.  (And yes, the acronym is debunked as relates to the “OTHER CIA”.)
Suitability: Cross-industry, Department Head to Board Member

Module:  From Good to Excellent:  Successful Lessons from Other Industries
This module is shaped for the target industry by using cogent allegories from other industries. One of the most requested and popular modules.
Suitability:  Industry-specific, Department Head to Board Member

Module: The CIA Sympathizers
How do you get the right people together to execute a Customer Intelligence Agenda®? Put a STRUCTURE around EMPATHY! Sounds improbable, even impossible?  Through stories and examples, a Customer Intelligence Competence Centre is built.
Suitability:  Cross-industry, executives responsible for CIAgenda® roll-out (traditionally marketing, sales or operations, but also customer support organizations such as call-centers, customer service, etc.)

Alternate Core or Sub Module: Instilling Passion: Binding the Human Touch Point
Of all types of direct contact with the customer, the most successful channel is the human touch point.  And it is exactly this “channel” that has been most successful at resisting integration into any given organization’s formal efforts to manage the relationship with the customer.  These accounts are from organizations that have truly broken through that barrier – and how.
Suitability:  Industries with high-volume human touch points (banks, telcos, retailers, service providers, government agencies, etc.).  Senior Executives, especially CEO, COO and Strategy

Alternate Core or Sub Module:  CRM Phoenix
CIAgenda® has transformed many organizations’ CRM investments from perceived failure into a measurably successful, highly-lauded customer strategy.  The best example references are used to illustrate this.
Suitability:  IT and Marketing, Department Head to CMO / CIO

Alternate Approach:  Moderated Panel Discussions
Phil Winters is known as THE moderator for marketing and IT topics.  His lively, kinetic technique of engaging not only the panelists but also drawing the audience into the conversation is extremely successful and will turn your moderated panel discussion into one of the highlights of your conference.
Suitability:  Organizations or Conference Organizers with moderated panel discussions

Alternate Approach:  Workshop Combo
All speech modules can be combined with relevant workshops to transform attendees into active participants. See Workshops for more details.
Suitability:  Organizations that are seriously investigating the various risk/benefit ratios of executing their own customer intelligence program vs. a CustomCIAgenda®.

Module:  Developing a Successful Value Proposition to Benefit your Customers
If your organization provides software, hardware, or products and services that support your customers’ customer intelligence programs, contact us for assistance in creating bespoke value propositions.
Suitability:  Vendor community