Executive conversations · Customer programs · Agentic AI

I architect the experiences and conversations that build trust with customers, and the AI systems that run them.

I run the rooms where a company's most important customers decide whether to trust it. The discipline is called executive briefing, and I have led it at Cisco, Teradata, and NetApp. Nine-figure deal rooms, award-winning rebuilds, and a working agentic practice most operators haven't seen yet.

San Francisco Bay Area  ·  open to Director-level executive programs roles
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9CISCOCustomer Experience Centers led globally, with an 8-figure flagship rebuild
97TERADATAWorld-Class NPS held by the customer advocacy program I led
#1TERADATAMarketing-sourced pipeline company-wide, up from unranked
$150M+TERADATAEnterprise deal won after the briefing our CEO asked me to run
$1B+CISCO  ·  TERADATA  ·  NETAPPRevenue pipeline influenced across the three programs I have led
150–1,600CISCO  ·  TERADATA  ·  NETAPPExecutive briefings a year across the programs I have run

What I do

Three crafts, one thesis: the moment of trust between a company and its most important customers is designable, and it decides more revenue than any deck.

EXECUTIVE BRIEFING PROGRAMS

End-to-end briefing programs for C-suite visits: intake and research, executive prep away from the standard pitch, demo curation mapped to the customer's actual problem, and ROI tracked to the deal. Built and rebuilt at three companies.

ADVOCACY, REFERENCES & ADVISORY BOARDS

Customer reference programs and the stories that feed them, run inside an award-winning advocacy organization, plus invite-only advisory boards built from a blank sheet with Fortune 500 technology leaders in the seats. Communities that carry a company's story into rooms it can't reach itself.

AGENTIC AI SYSTEMS

Working agentic systems for the briefing craft: executive dossiers and prep material produced in hours instead of weeks, with a human certifying every page before it reaches an executive. AWS Certified AI Practitioner.

How I work now

Most briefing leaders bring experience. The practice I run adds a layer most haven't seen: agentic AI doing the preparation at production speed, with human judgment as the last step, always.

The agent is never the last step before the executive.
  • Bespoke prep at near-zero marginal cost: every visitor researched, every dossier custom.
  • High-fidelity iteration: the briefing stays live until the executive walks in.
  • Human-certified: quality gates you can audit, not a black box.
  • Measured like revenue: briefings tracked to pipeline, cycle time, and close rates.

The record

Customer Programs & AI AdvisoryFounder & Principal · Mar 2026 – present

Advisory practice building executive engagement programs and the agentic systems that run them, for technology companies bringing AI to their most important customers.

CiscoGlobal Head, Cisco Experience Centers · Sep 2025 – Mar 2026

Nine Customer Experience Centers across the Americas, Europe, and APJC, an 18-person team, and an 8-figure flagship rebuild. Kicked off the AI pilot work that became the spine of the practice I run now.

TeradataDirector, Customer Advocacy & Executive Briefing Centers · Jun 2022 – Sep 2025

Led executive briefings, customer advocacy, and the customer reference program behind them. World-Class NPS of 97, the company's number one source of marketing-sourced pipeline, and the briefing our CEO personally asked me to run when a nine-figure deal came down to a single visit.

NetAppSenior Manager, Executive Engagements, Americas · Sep 2019 – Jun 2022

Led the Americas engagement function through the company's pivot to cloud, and built an invite-only Cloud Technology Board from a blank sheet with Fortune 500 technology leaders in the seats.

Awards

Two awards from the industry body that sets the standard for this craft, in consecutive years, for the same rebuild: a customer advocacy program spanning executive briefings, customer stories, and the customer reference program behind them.

What GACEP is

The Global Association of Customer Engagement Professionals, founded in 1994 and known as ABPM until its 2024 rename, is the global professional body for executive briefing and customer engagement programs. Its membership runs to nearly 600 practitioners across more than 150 Fortune 500 companies, and it defines the standards of excellence the discipline is measured against. Its awards are peer-judged by that membership, which is to say by the people who run the briefing programs at the largest companies in the world.

Currently advising

Executive engagement is not a technology problem, it is a trust problem, and the craft travels. This is a four-decade institution with a model most people have never looked at closely.

Services

Three levels of commitment. Start with a day, a program, or a standing seat at the table.

Start here days, fixed scope
01

WORKSHOPS & TRAINING

A half day or a full day with your team. Briefing facilitation, executive prep that moves a leader off the standard pitch, designing a customer advisory board, or bringing agentic AI into customer programs. Your people leave able to run it.

02

FACILITATION, ONE SESSION

An outside facilitator for the room that matters. An advisory board, a customer summit, an executive offsite. I run the conversation so your leaders can be in it instead of managing it.

03

PROGRAM ASSESSMENT

Two weeks, a fixed fee, and an honest read on the program you already have. What it costs, what it returns, where it leaks, and the shortest path to it earning its budget. You get the roadmap whether or not you hire me to run it.

Build it weeks to months
04

ONE BRIEFING, END TO END

The meeting you cannot afford to get wrong. Your most important customer, the investor you need to convince, the account you are trying to win back. I run the research, the agenda, the narrative, the executive prep, and the follow-up that keeps it alive.

05

PROGRAM BUILD OR TURNAROUND

Stand up an executive briefing or customer advocacy program from zero, or turn around one that isn't earning its budget. The intake, the run of show, the measurement, and the case that keeps it funded.

06

CUSTOMER ADVISORY BOARDS

Design, recruit, and run an invite-only board your customers actually want a seat on. From the member profile and the charter through the first meeting and what happens in the eleven months after it.

Run it with you ongoing
07

EXECUTIVE PREP & COACHING

Standing support for the rooms that decide deals. Dossiers on who is walking in, the questions worth asking, and the coaching that gets an executive into a real conversation instead of a presentation.

08

AI ENABLEMENT

Bring agentic AI into customer programs without losing the human judgment that makes them work. Briefing prep, advocacy operations, and customer signal, built as systems your team can run and audit.

Also available for speaking, panels, and podcasts on executive engagement and what AI is actually doing to it. Get in touch.
Start with twenty minutes
A meeting you cannot get wrong, a program that isn't earning its keep, or a team that needs to get better at this. Tell me which one and I will tell you what I would do. That part is on me.