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Quickly Align Your Team for Growth in the Age of AI

The easiest way to align your marketing, sales, and leadership teams for $9,995.

Schedule My Workshop

Do you know where team alignment blindspots are costing you loans and deposits?

84% of banks and credit unions have NEVER mapped out their digital customer journeys.

(Digital Growth Institute)
84% of banks and credit unions have NEVER mapped out their digital customer journeys.

83% of banks and credit unions DO NOT have a defined digital application abandonment process.

(Digital Growth Institute)
83% of banks and credit unions DO NOT have a defined digital application abandonment process.

86% of banks and credit unions have never secret-shopped their website.

(Digital Growth Institute)
86% of banks and credit unions have never secret-shopped their website.

Our Promise: No Risk, All Reward.

100% Risk-Free Customer Journey Assessment

Get a 100% refund if your Customer Journey Assessment does not identify at least $10,000 worth of opportunities you can create or capture.

Step 1

Step 1: Schedule Your Team Alignment Workshop

This 1/2 day (5 hours) workshop is hosted onsite to quickly align your marketing, sales, and leadership teams for digital growth.

Schedule your workshop now.

Schedule Secret Shopping Study
Step 1
Step 2

Step 2: Kickoff Call and Team Alignment Assessment

1. Attend the Kickoff Call: Share your biggest goals for growth along with most pressing challenges standing in your way right now.

2. Complete the Team Alignment Assessment: Key stakeholders complete a 10-minute assessment to measure seven core areas of alignment:

1) Future Growth Index
2) Digital Growth Defined
3) Brand Belief
4) The Strategic Role of Marketing
5) Ideal Future Account Holder
6) Digital Experience Perception
7) Digital Consumer Buying Journey

3. We Develop Your Action Plan: We score your assessment to develop your Team Alignment Action Plan. 

Team Alignment Assessment
Step 2
Step 3

Step 3: Get Your Team Alignment Action Plan

Your Team Alignment Workshop and Action Plan is framed around: 

1. The Future of Digital Growth: We kick things off by sharing perspectives on consumer buying behavior changes and patterns.  

2. Assessment Key Findings: We share where your biggest gaps and growth opportunities for future team alignment.

3. You Get Your Team Alignment Action Plan: We help you prioritize actions you can take within the next 30 days to accelerate your team alignment and digital growth.

Take Action and Get Quick Wins
Step 3

The Bottom Line:

How much is this?

The Team Alignment Workshop is $9,995 + Travel

How long will it take?

This 1/2 day (5 hours) workshop is hosted onsite

What do I get?

You get a Team Alignment Workshop and Action Plan

“The key insights on industry trends and feedback on how consumers feel about your brand is invaluable. My 8-year run as a digital marketer wouldn’t be what it is without the strategic coaching, guidance and feedback I had from the Digital Growth Institute.”
Jonathan Clay
Jonathan Clay
OnPath Credit Union
"This was an eye-opening, fun and informative experience. It 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
Yanna Coleman
Skyla Credit Union

Still have questions?

 

What is the Customer Journey Alignment Workshop?

The Customer Journey Alignment Workshop is a real-time 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.

What will I get from the workshop?

You will receive a Customer Journey Game Plan that shares 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.

How much does the workshop cost?

The cost is $2995, which includes the 1/2 remote workshop via Zoom, your Customer Journey Game Plan, and one month of follow-up accountability through weekly email check-ins.

What areas of the customer journey are reviewed?

During the workshop 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.

How do I prepare for the workshop?

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

What happens after the workshop?

After you receive your Customer Journey 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.

What if we already have a customer journey mapped out?

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

What makes this different from other consulting services?

Our approach is focused on inspiring action. We don’t just identify problems; we provide a game plan with specific, immediate actions that drive results in 30 days or less.

Who should attend the workshop?

As the goals of the workshop are alignment and action, we recommend key stakeholders from marketing, sales, and leadership teams responsible for the customer journey we will be reviewing.

Ready to get started?