SPEAKER

Valerie leads Elevate-X Consulting, helping organizations embed customer intelligence into strategy and execution. With a legacy of innovation, she co-created SuiteCX, a pioneering experience mapping tool, and led multiple consultancies before its sale. Now back in consulting and mentoring, she blends data-driven insights with hands-on technology implementation. Her approach emphasizes customer success to boost retention, acquisition, and loyalty. Valerie empowers companies—B2B and B2C alike—to elevate competitiveness through Applied Customer Intelligence. Her work ensures clients understand their customer experience maturity and make impactful improvements grounded in strategy, data, and innovation.

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DESCRIPTION

This roundtable focuses on aspiring consultants looking to establish a successful coaching/consulting business. It covers discussing the foundational elements such as business planning, financial management, service offerings, and marketing strategies, providing actionable steps for building a solid and scalable operational framework.

The discussion set also delves into potential challenges, including client dynamics, financial surprises, and personal impacts, offering tips to navigate these effectively.

By the end, participants will start to understand and know if they are equipped with the knowledge to confidently decide if they wish to, and then launch and grow their consultancy.

Key takeaways include:

• Are you ready to start your consultancy?
• A checklist of the pieces that need to be in place, from strategy through execution.
• A plan to address the challenges you might face.
• What will you do next to further your objectives?

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