Schedule Your Customer Journey Alignment Workshop

What you get:

The Customer Journey Alignment Workshop is the quick and easy way to eliminate your biggest customer journey blind spots.

Facilitated workshop
Customer Journey Game Plan
One month of email accountability

How much: $2,995

What to expect next:

1) Fill out the form to give us brief information about you and your biggest challenges.

2) Once you complete the form, you will receive a follow-up email and call to schedule your Customer Journey Alignment Workshop.

Clarity

Clarity on what you should focus on going forward to level up your future loan and deposit growth.

Courage

A fresh perspective on the beliefs, thoughts, and habits that may be costing you loans and deposits right now.

Commitment

Your Customer Journey Game Plan provides a clear path so you can commit to take action and move forward.

Confidence

You'll know exactly what you need to do next to confidently eliminate your biggest customer journey blind spots.

“DGI has been a wonderful resource for On Tap Credit Union. They exceeded expectations. I knew DGI would be a great resource to help guide on how to generate leads and mitigate digital roadblocks. What I didn't know is that they would help drive a full cultural philosophy, greater brand purpose, process management, and a robust network of solutions.”

Janelle Herrera

On Tap Credit Union

“What a great company! Their program helped me and my co-workers shatter mindsets that weren't supporting our business or our clients. I'm so grateful for James Robert and Audrey! Their level of knowledge is top notch and they are always leveling up for themselves and the betterment of us all!"

Tiffani Davis

Centier Bank

“James Robert and the team at DGI are the best of the best. They emphasize understanding the minds of the consumer and employee alike. I cannot recommend this team enough. If you want to grow yourself, your team, and your business… look no further than DGI. The key insights on industry trends and feedback on how consumers feel about your brand are invaluable..”

Jonathan Clay

OnPath Credit Union

“This was an eye-opening, fun, and informative experience. Starting this program, I did not think I would learn as much as I did. I know my team would say the same. James Robert and Audrey surely did not disappoint. This program gave us a new perspective on how to help and transform the lives of people that we help in the communities that we serve financially."

Yanna Coleman

Skyla Credit Union

“James Robert and DGI have really helped us better articulate and plan our goals and strategies for our future!"

Chrisanne Christ

Centier Bank

“Great experience attending the Digital Growth Institute. Very interactive with wonderful practical examples that can be easily applied."

Karen Murphy

Kindred Credit Union

“By far one of the best companies I have worked with. I've sat in on multiple strategy sessions with James Robert and the insights he provides are so valuable to our financial institution. His team is reliable and very knowledgeable in digital strategy.”

Lyndsey Delatte

OnPath Credit Union

Transform Confusion

Transform the confusion and conflict they --or others on their team-- feel around digital, marketing, and sales into clarity and confidence.

Gain Clarity

Quickly learn how many loans and deposits you're losing each month because of unseen customer journey blind spots.

Increase Commitment

Commit to ongoing learning and be open to being coached and held accountable as an individual and a team.

Level Up Confidence

Pprove the value of marketing once and for all by increasing alignment between marketing, sales, and leadership teams.

Still have questions?

The Customer Journey Blind Spot Assessment is a focused evaluation of one of your financial brand’s key customer journeys, designed to identify unseen areas where you might be losing loans or deposits. This includes reviewing the customer experience from awareness through advocacy to uncover and prioritize areas for immediate improvement.

You will receive a Quick Action Game Plan that identifies 1-3 immediate actions you can implement within 30 days to start closing the gaps in your customer journey. Additionally, you’ll get one month of email accountability to ensure progress.

The cost is $995, which includes the 60-minute Zoom assessment, your Quick Action Game Plan, and one month of follow-up accountability through weekly email check-ins.

We promise a 100% refund if your assessment doesn’t identify at least $10,000 worth of opportunities for growth. This ensures that the value of the assessment outweighs the cost.

The assessment takes place during a 60-minute Zoom call, followed by the delivery of your Quick Action Game Plan.

We assess five key stages of the customer journey: Awareness, Consideration, Purchase, Adoption, and Advocacy. This helps uncover blind spots at each stage, ensuring your customer experience is optimized for growth.

Once you schedule your Customer Journey Blind Spot Assessment, we will send you an email with a simple framework to help you prepare for the call.

After you receive your Quick Action Game Plan, you’ll begin implementing the recommended actions. We will check in via email to ensure you’re on track and offer support as needed over the next 30 days.

Even if you’ve mapped your customer journey, this assessment helps uncover hidden blind spots or new opportunities you may not have previously identified.

Our approach is fast, action-oriented, and risk-free. We don’t just identify problems; we provide a game plan with specific, immediate actions that drive results in 30 days or less.

Beyond the first month of email accountability, we often dive deeper to uncover additional unseen blind spots with a Website Secret Shopping Study.