Executive briefing · Customer programs · Agentic AI

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

Executive briefing and customer programs leader across Cisco, Teradata, and NetApp. Nine-figure deal rooms, award-winning program rebuilds, and a working agentic briefing practice most operators haven't seen yet.

San Francisco Bay Area  ·  open to Director-level executive programs roles
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0CISCOCustomer Experience Centers led globally, with an 8-figure flagship rebuild
0TERADATAWorld-Class NPS held by the customer advocacy program I led
#1TERADATAMarketing-sourced pipeline company-wide, up from unranked
$100M+TERADATAEnterprise deal won after the briefing our CEO asked me to run
$1B+NETAPPCloud sales pipeline influenced by the one-to-many program I built
0NETAPPExecutive briefings a year, leading the Americas engagement function

Currently advising

A four-decade institution with a model most people have never looked at closely.

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 a recruiter can audit, not a black box.
  • Measured like revenue: briefings tracked to pipeline, cycle time, and close rates.

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.

Services

Four ways in, depending on where you are. One meeting, one program, or an ongoing hand on the wheel.

01

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 whole thing: the research on who is walking in, the agenda, the narrative, the prep for your executives, and the follow-up that keeps it alive. You walk in ready.

02

PROGRAM BUILD

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.

03

EXECUTIVE COACHING

Prepare your leadership team for the rooms that decide deals. Dossiers on who is walking in, the questions worth asking, and the coaching that moves an executive off the standard pitch and into a real conversation.

04

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.

Start a conversation.
Call or text. I answer everything myself.

The record

Customer Programs & AI AdvisoryFounder & Principal · 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.

TeradataDirector, Customer Advocacy

Led customer advocacy, executive briefings, and references. 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.

CiscoGlobal Head, Cisco Experience Centers

Nine Customer Experience Centers across three global regions, an 18-person team, and an 8-figure EBC flagship rebuild.

NetAppSr. Executive Briefing Program Manager

Built an invite-only Cloud Technology Board from a blank sheet with Fortune 500 technology leaders in the seats, and ran executive briefings through the company's pivot to cloud.

GACEP Award 2024
2× Teradata company awards
World-Class NPS 97
AWS Certified AI Practitioner