Comprehensive Results at the Intersection of Business Insights and Customer Expectations

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Welcome to the age of “Customer-Centric Consumerism”! It’s an era where customer expectations in the B2B, professional services and healthcare markets are mirroring those of consumers in the retail space.

Why? Retail innovations are setting a high bar for speed and ease of doing business in their industry segments. These expectations are migrating to B2B, professional services and healthcare – results have shown that customer-experience leaders in these markets have on average significantly higher margins than their competitors.

Core Agenda helps leaders shape and execute pragmatic, adaptive customer-centric strategies to bring in new business – and establish lifelong relationships with their customers, clients and patients. We create engaging, positive customer experiences that produce tangible results.

Core Agenda specializes in three distinct market areas: B2B, professional services and healthcare. Customers in these markets and their buying patterns are extremely complex. Market reputation is critical. Referrals are key. Success requires specific strategies to differentiate through customer experience.


Professional Services



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What do you want to accomplish as a business or practice, and how can Core Agenda help you get there?

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What do your customers want in your fluid, hyper-competitive, and always-on market with many channels, touchpoints, and individual interactions?

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What is the optimal mix in a multichannel marketing program for your goals and customers – pragmatically balanced for your realities?

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Strategy provides a focal point to make sense of the challenges of customer-focused marketing – aligning marketing efforts and optimizing opportunities against available resources.

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Customer Experience Engagement

Core Agenda combines in-depth insights with practical expertise in marketing, operations, and economics to help you build a customer-focused—and growth-oriented—organization.

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Digital Marketing

Transformational digital marketing initiatives that provide competitive advantages for years to come – as well as dramatically improve digital marketing ROIs in the process.

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Enabling Technologies

Core Agenda helps clients evaluate, select, strategize, and implement the best customer engagement and marketing technology solutions for their needs by using our Technology Leadership Approach.

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Business Analytics

Actionable customer insights & segmentation capabilities – those that allow you to allocate scarce resources where they’ll deliver the highest payoffs.

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Creative Services

Exceptional customer experiences taken one step further. We create a buzz. We develop the memorable. We creatively differentiate you from your competitive pack.

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Artificial Intelligence

AI for your business? Opportunities but proceed cautiously

Artificial Intelligence technologies are still in their early stages of development. Despite the market hype, in many application areas, AI is complex and expensive to implement, with difficult to quantify ROI. There are areas, with caution, where AI-enabled solutions are worth the effort for businesses or practices to pursue today. In this article, we walk you through some of the options to consider.

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Helping Every Generation of Veteran-Led Small Businesses Thrive

Core Agenda is proud to sponsor Veteran’s Core Compass, a free business expert mentoring program for U.S. military-led small businesses. Veteran’s Core Compass Mentors are successful business leaders and senior professionals who are experienced in helping veteran, business venture leaders sort through their challenges and find successful paths forward.

To find out more about connecting with a mentor, or volunteering as a mentor, place click below.

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How can we help you?
Start building a better future for your business today.

Let’s talk.