Simplifying MarTech to Elevate Customer Experience

I help companies enhance the impact of their technology platforms by focusing on customer experience, using design thinking to streamline processes, and implementing strategic initiatives that drive measurable benefits for both customers and the business.

The Mid-Market AI Strategy Assessment

Are you ready to implement AI strategically—or about to waste $100K+ on experiments that never scale?


Most mid-sized businesses buy AI tools first, strategy second. The result? Expensive pilots that don't deliver.


Reveals:

  • Your AI readiness score vs. successful implementers
  • Biggest opportunities for 15-30% efficiency gains
  • The 3 expensive mistakes to avoid
  • Your prioritized 90-day roadmap


Plus: Complimentary consultation to discuss results and explore our 5-Day AI Strategy Workshop.


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Foundations for Customer Growth and Digital Innovation

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Customer-Centered Strategy

Place the customer at the heart of every strategic decision, ensuring all technologies, processes, and teams deliver an exceptional experience.

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Design Thinking Innovation

Apply a design thinking approach to ensure that every digital initiative is grounded in empathy, creativity, and iterative problem-solving.

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Strategic Digital Execution

Execute digital strategies that are not only ambitious but are also achievable, measurable, and adaptable to change.

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Download the Free MarTech Audit Checklist

Gain clarity on your current MarTech ecosystem with this actionable checklist. Identify gaps, streamline processes, and align your technology investments with business goals.

The Experience Lab: Innovating CX Through Design Thinking & MarTech

Person holding a smartphone with online shopping icons superimposed, near a laptop and small potted plant.
By William Flaiz November 18, 2025
Mid-market retailers leak millions through SKU proliferation, duplicate products, and orphaned variants. Here's the framework to fix product data that's killing your conversions.
Blue diagram illustrating
By William Flaiz November 10, 2025
Companies spend $2M on Salesforce migrations but see no improvement. The platform isn't the problem—dirty data that moved with it is. Here's how to diagnose it.
Person deleting files on phone using a stylus. A trash can icon and checkmark. Files with sad and neutral faces appear.
By William Flaiz October 29, 2025
Discover the systematic CT3 methodology for CRM data cleanup that increased closed deals by 7% in 6 months. Audit, Prioritize, Automate, Maintain framework with real implementation tactics.
A broom sweeping over binary code, symbolizing data cleaning or deletion.
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Manual data cleanup is killing your automation speed. Learn why clean data accelerates automation and discover 3 signs you're falling behind competitors.
Businessman looking through binoculars inside a sales funnel, searching for opportunities.
By William Flaiz October 7, 2025
Companies spend $500K+ on Salesforce, HubSpot, Marketo but see poor ROI. The real problem? Dirty data. Get our actionable audit framework to fix it.
Two men facing each other with a shadow between them. One man has a long nose. A question mark is above the shadow.
By William Flaiz October 1, 2025
A sales rep spent 3 days chasing a lead that didn't exist. Here's how bad CRM data sabotages revenue—and the 5-7% solution that fixes it.