From Las Vegas to D.C. — Where to Hear PLC in 2025
Founder Samantha Paxson is taking the PLC playbook on the road — joining industry leaders to share how fintechs and credit unions can design for growth, trust, and real execution.
Our process and methodology.
We start by listening and digging into each and every part of your business and how it relates to your customer’s needs. Then we assess, connect, fill, recommend…and do.
You’ll receive a comprehensive, multi-layered analysis of where your business is and the barriers to progress (Current State), what the opportunities are for growth (Target State), how to address those opportunities, (Operationalization Plan) and who the best resources are to activate (Activation Services).
WHERE TO FIND US IN 2025
National CU Management Association 2025 – Maui, HI – 11/11
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TARGET STATE DESIGN
OPERATIONALIZATION
PLAN
ACTIVATION SERVICES
Once your strategies and plan are in place, we'll recommend the right talent to help you put it into action with our deep bench of highly-experienced, vetted experts.
This full implementation approach includes timelines, strategy prioritization, and recommended Activation Partners to execute. You’ll also receive a high-level business case to support funding and growth aspirations.
Our comprehensive recommendations align a proposed strategic direction with your overall goals and includes buyer and client outcomes, engagement strategy, content refinement, and client-focused service and sales design.
CURRENT STATE ANALYSIS
We'll provide a clear understanding of your existing growth approach by examining revenue, sales, and the full-funnel experience (messaging strategy + tools) aligned with actual buyer and user journeys.
CURRENT STATE ANALYSIS
We'll provide a clear understanding of your existing growth approach by examining revenue, sales, and the full-funnel experience (messaging strategy + tools) aligned with actual buyer and user journeys.
TARGET STATE DESIGN
Our proposed strategic direction will include comprehensive recommendations including buyer and client outcomes, engagement strategies, content refinement, and client-focused service and sales design—all in alignment with your overall goals.
OPERATIONALIZATION PLAN
This full implementation approach includes strategy prioritization, timelines, and recommended Activation Partners to help you execute. You’ll also receive a high-level business case to support funding and growth aspirations.
ACTIVATION SERVICES
Once your strategies and plan are in place, we'll recommend the right talent to help you put it into action with our deep bench of vetted experts.
ACTIVATION SERVICES
Once your strategies and plan are in place, we'll recommend the right talent to help you put it into action with our deep bench of highly-experienced, vetted experts.
OPERATIONAL PLAN
This full implementation approach includes timelines, strategy prioritization, and recommended Activation Partners to execute. You’ll also receive a high-level business case to support funding and growth aspirations.
TARGET STATE DESIGN
Our comprehensive recommendations align a proposed strategic direction with your overall goals and includes buyer and client outcomes, engagement strategy, content refinement, and client-focused service and sales design.
CURRENT STATE ANALYSIS
We'll provide a clear understanding of your existing growth approach by examining revenue, sales, and the full-funnel experience (messaging strategy + tools) aligned with actual buyer and user journeys.
