ExperienceYes

It's that time again! This week, Keri Jaeger shares her thoughts on the importance of empowering your team to take ownership of challenges for a shared and more equitable approach to problem solving. We really enjoyed this conversation so we hope you do too!

Here we go again! This week's #Trailblazer? ?? Welcome Betsy Westhafer, CEO of The Congruity Group, to our latest Trailblazers Vodcast! Betsy brought invaluable insights on strategic customer engagement, aligning leadership, and the importance of adding a little lightness in today’s business landscape. Um, yes, AND! ? With her experience in building executive-level connections through Customer Advisory Boards, roundtables, and strategic dialogues, Betsy offers essential takeaways for leaders looking to strengthen client relationships and build a unified, resilient team. ? Here's a sneak peek of the topics and what we added as a leadership tip and a way to ???????? ???? ??????! ? 1?? ???????????????? ???????????????????? ??????????: How to spot blind spots early for a unified customer-facing team. ???????????????????? ??????: Hold regular alignment sessions and bridge gaps proactively. ???????? ???? ??????: Try “Alignment Olympics” by role-playing customer personas and awarding medals! ? 2?? ?????????????????? ???????????????????????? ???? ???????????????? ????????????????????: How to connect deeply by understanding what truly matters to your customers. ???????????????????? ??????: Use value-driven questions. Example: “What’s one challenge we can solve to make your work and life easier?” ???????? ???? ??????: Launch a “Customer Persona Game” for creative engagement strategies. ? 3?? ???????????? ?????? ???? ?????????????? ???????????????? “??????????????????”: How to add lightness can make teams more resilient and innovative. ???????????????????? ??????: Encourage “creativity breaks” to refresh and reconnect. ???????? ???? ??????: Start “Feel Good Fridays” with uplifting stories from the team. ? Check out the full episode below to dive into Betsy’s insights and see how we’re helping teams thrive!? Gail Montgomery Bruce Montgomery #cx #cs #customersuccess #clientsuccess #business #teams

Welcome to another edition of The Best Advice Chronicles. This week Christopher Elder shares his thoughts on the importance of trust in enabling truly powerful conversations amongst our teams.

Introducing The Best Advice Chronicles - our weekly newsletter where we share advice, thoughts and insights from some of the amazing guests we've interviewed on our podcast over the past 12 months. This week’s Best Advice comes from Kirk Mielenz, CEO RevGen Partners who reminds us that now, more than ever, relationships are everything in business.

#Trailblazer ALERT!!! Guess WHO? One of our fave past clients... It's a must-hear! We had the privilege of sitting down with Ryan Campion, VP of Strategy and Corporate Development at Nexxt Spine! Leaders in spinal technology, they are revolutionizing surgical outcomes with cutting-edge 3D printing. ?? #yesAND!! From rethinking work-life boundaries to making bold career moves, Ryan shared wisdom that’s as inspiring as it is actionable. One standout? ?????????????? ???????? ???????????? ???? ???? ??????????????????, ?????????????????? ???????? ?????????? ?????? ???????? ???? ???????? ???? ?????? ?????????????? ???? ????????????. ?? Ryan's insights remind us how essential it is to adapt, stay open, and keep our focus on what really matters - doing the ?????????? thing, ?????????? step of the way. A huge thank you to Ryan and Nexxt Spine for not only sharing their story but for the incredible advances they’re making in spinal surgery. ?? Tune in to hear more from Ryan and be ready to rethink how you approach change, leadership, and building a resilient team! #technology #success #business #medicine #balance Gail Montgomery Bruce Montgomery

#trailblazer Let's GOOOO! We had the absolute pleasure of sitting down with Zac Scott, President and CEO of Experitec Inc., on our Trailblazing for Success podcast! Experitec Inc. is a leader in industrial automation and reliability and they partner with Emerson to provide innovative solutions that help clients achieve long-term operational success. From large chemical plants to pharmaceutical companies, Zac and his team are making a real impact in industries where precision and safety are key. ???? One of the BIG takeaways from our conversation? ??(No surprise here...) ? ???????????????? ?????????????? = ???????????? ?????????????????? ???????? ???????????????????? ? #yesAND! It’s not just about fixing problems—it’s about truly understanding the customer’s needs. So, here's a fun way to help teams practice this with our Customer Service Escape Room! ??♂??? 1 - Divide your team into groups 2 - Set up 1-2 mock customer issues 3 - Challenge them to use communication and problem-solving skills to "escape" the situation by solving the customer's needs. 4 - The first team to resolve the issue wins a fun prize! We’re so grateful to have Experitec Inc. as a client and to learn from leaders like Zac, who continuously inspire us with their passion for people and service. Thanks, Zac! Want more leadership insights? Tune into the full episode (link in the comments), and get ready to take your customer service to the next level! ?? #leadership #success #customerservice #cx #sales #business Gail Montgomery Bruce Montgomery ExperienceYes

FUN and POWERFUL TIP for YOU!!! 60-???????????? ??????????-????: ???????? ??????-?????????????? ?????????????????????? is here!! BEFORE you walk into that next meeting or start chatting with a colleague or client, ???????? ???????????????? ?????? ???????? ???? ???????? 60 ??????????????. Why? Because a quick mental tune-up can be the difference between a killer convo and a 'meh' moment. Think of it like: 1) ??????-?????? ???????? ?????? ?????????????? ?? ????????: You wouldn’t head into an unknown part of town without your trusty GPS. Think of this 60 seconds as your mental map—plotting out where you’re going, who’s joining the ride, and the best route to hit all the must-see spots (aka, goals!). 2) ???????????????? ???????? ???????????????? ?????? ???? ????????????: You don’t just grab beans and pour hot water—there’s a method! Think of this like selecting the perfect roast: What vibe will your 'audience' appreciate? What flavor (questions) will really hit home? And what's your goal—a quick espresso shot (efficiency!) or a slow brew (deep dive)? 3)?????? ???????????????? ????????-???? ???????????? ?? ??????????????: You wouldn’t jump into a full sprint without a quick stretch, right? Same goes for your meeting prep—get the muscles (or in this case, your mind) ready for action. What do they need? What do you need? Boom. Now you're set to crush it. Take a 60-Second Power-Up before your next convo and watch the magic happen!

?? From Bagels to Big Changes! ?? We had the incredible pleasure of chatting with Clarence Neese, Co-Founder and VP of Orbis, Inc., on the Trailblazing for Success podcast, and wow…so many nuggets of wisdom were dropped! ?? ???????????????????????? – ????’?? ?????? ???????? ?? ????????????????, ????’?? ?? ???????????????? ??????????. Ahem... Clarence talks about how the ability to adapt is the magic power every leader (and team) needs to thrive in today’s constantly changing work environment. ?? ?????????????????????????? – “???? ?????? ?????????? ??????????????, ?????? ?? ???????? ???? ???????? ???????? ?????? ???????? ????????.” Yep, we’ve all been there! Clarence shared how miscommunication can derail a project, and the importance of making sure everyone is on the same page. We couldn't agree MORE! ?? ?????????? ????????’?? ?????????? – ???????????????? ?????????? ???? ???????? ????????????: “???? ????????’?? ??????????, ?????? ????????-??????????????, ?????? ?????? ???????? ???????? ????????????.” #yesAND - if you are about the client, really really really about the client...the work will follow! ?? Want more of Clarence’s gems? Listen to the full episode (link in comments) on how leadership has evolved from dropping in with bagels to navigating remote work chaos! Big thanks to Clarence Neese for sharing your insights and for being an incredible leader! #leadership #success #business Gail Montgomery Bruce Montgomery ExperienceYes

Want to know the one thing top sales pros and leaders do differently? Well, it's not just about closing deals, it’s about asking the right questions ?????? listening. We recently had the chance to chat with Anthony Siblall, Vice President of Strategic Development at Premier Tech, and it was packed with leadership gold! We love these insights! First off, Anthony shared how automation at Premier Tech isn’t about taking jobs—it’s about ???????????? ???????? ?????????? ?????? ???????? ??????????????????????. Machines can take on the heavy lifting (literally) so your people can focus on more valuable tasks. Then, he dropped a gem about ???????????????? ???? ?????????? ???????? ???? ?????????? ????????????????????. His advice? ??????'?? ???? ???????????? ???? ?????? ?????????????? ????????! Sometimes experts (like, ahem, us ??) can spot things that your team might miss. And no, it doesn’t mean you’re less capable, it’s about ?????????????? ?????????????? ?????? ????????????. And lastly, Anthony highlighted the power of listening. We’re all guilty of jumping to solutions too soon, right? ???????? ?????????????? ?????????? ???????? ???????????? ???????????? ?????????????????? ?????? ???????????????? ?????????????? ???????? ???????? ?????????????? ????????. Listening isn't just a skill—it’s the secret sauce for empathy and lasting relationships. Want to dig deeper? Check out the full blog on our website (link in comments), where we share actionable leadership tips you can implement ?????????? ??????—and we even threw in some fun ways to bring these ideas to life with your team! ?? Thanks, Anthony Siblall! We loved our chat. Let’s GO! #cs #cx #sales #leadership #success #business Gail Montgomery Bruce Montgomery

Let's GOOOOO! Join our CEO, Gail Montgomery and Jennifer Pinter of Kapta for this webinar covering how to manage the "cringe-worthy" moments we have with clients! #cx #cs #sales #accountmanager #success #conflict #communication