I didn’t start in community. I began in consumer behavior.

At a regional bank, I spent months buried in outdated survey data between the 1980s-2000s, wrestling with fragmented data to predict customer needs. Useless.

So over six-months, I designed my own.

Result: The board invested in digital experiences (validated strategy) and ATMs (surfacing an unmet need). 

Lesson: The answers were already there. They simply had to be revealed. 

But my trial by fire came at an multi-national trade association, we had sixty days before closure as our retention was so low revenue was not keeping up with operations. I decided to speak to every member in our database to know what we were missing (desperation strips things down to essentials): Fortune 500 executives, government officials and diplomats—none of which have patience for fluff.

Conversations revealed what our digital surveys never could.

We redesigned everything: onboarding, programming, deliverables. 

Members finally felt Heard.

Result: Retention jumped from 58% to 95%. We uncovered new streams of revenue. The organization survived.

Lesson: Voice surfaces what writing hides.

Member intelligence has always been critical, but never scalable.

With AI, it finally is.

Waitlist

*Priority Access is a white-glove services for a $350 (one-time fee). Very limited.