Our #1 objective is to help our clients grow
Leveraging the experience of seasoned industry experts, The Congruity Group helps organizations design and execute meaningful conversations that propel our clients toward accelerated growth and increased customer retention. Our In-person and Digital Customer Advisory Boards help ensure market alignment while providing valuable peer-to-peer engagement, all leading toward deeper more trusted customer relationships.
Role: CEO and Owner
Areas of Expertise: Customer Engagement, Entrepreneurship, Leadership
Career Highlights: Co-author of a #1 Best Seller, (and 7 days as #1 Amazon Hot New Release), “ProphetAbility, The Revealing Story of Why Companies Succeed, Fail, or Bounce Back.” Co-host of the podcast, “REALLY Know Your Customer.” Launched CongruityConnect – an AI-driven Digital Advisory Board platform.
Personal Interests: Family. Boating. Hiking. Being outside every chance I get. Oh, and family. (It truly deserves two mentions.)
What I love about business: I just love that business people have the power to grow world economies, create something from nothing, engage globally, and provide products and services that help people and companies thrive.
Why Congruity? My inspiration every morning is helping our clients grow. That is our mission here at Congruity, and it drives everything we do. As cliché as it may sound, our success is not only the success of our clients, but the success of our clients’ clients. As the leader of this organization, clients have my personal promise that we will always do everything we do with the goal of standing by their side to achieve their vision of outrageous success.
Areas of Expertise: Small business accounting & finance; small business start-ups; tax strategizing; business process improvements
Career Highlights: Identifying invoicing errors that resulted in a business client’s ability to reclaim $22,000 of lost revenue. Assisting another business client in reducing tax liability, penalties and interest of over $40,000. Helping yet another business client to streamline their accounting processes and saving them nearly one day’s worth of work a week.
Personal Interests: Playing with my grandchildren. Avid reader of everything. Hiking & walking.
What I love about business: I get so much fulfillment out of partnering with small businesses and helping them organize, set and achieve their business goals– whether financial, tax-related or management/efficiency oriented. Their successes are my successes!
Why Congruity? Congruity is focused on helping their clients provide the best products or services they can to their customers. Providing customer-centric goals are central to my own aspirations and one of the best ways to achieve solutions that help everyone involved gain something more positive.
Role: Vice President
Areas of Expertise: Marketing, Customer Engagement, Client Delivery
Career Highlights: My first published magazine article. Growing a marketing and design team from the ground-up for my former employer. Launching Customer Advisory Boards and seeing the outcomes.
Personal Interests: Spending time with my husband and two kids. Coffee. Organizing, design, reading, and seeing friends. Mindless reality TV shows.
What I love about business: Networking with new people and hearing their story. Everyone has a story!
Why Congruity? Betsy has created so much more than a solid business model at Congruity. As CEO, she emphasizes family first and work-life balance. The offices are beautiful. The team is smart. Just to name a few reasons!
Role: Operations Manager
Areas of Expertise: Process Improvement, Sales Support, Marketing Management
Career Highlights: Nominee for The J. Willard Marriott Award of Excellence, Associate of the Year at the Kingsgate Marriott Conference Center, being promoted twice while I was on my honeymoon (I like to call it my super promotion!).
Personal Interests: Gardening, puzzles, showing my kids how beautiful this world of ours is, my two cats, and going on dates with my husband
What I love about business? I have always enjoyed working with numbers and working in customer service. From scanning groceries as a teenager to working in the B2B sector, knowing my customers and clients succeed due in part to my efforts is truly rewarding work.
Why Congruity? B2B companies have special relationships in that they are working together to help their end users. When B2B companies work hand in hand they can see spectacular growth. Congruity is such a great partner in fostering these relationships and I love being part of that growth and success.
Role: Strategic Financial Advisor
Area of Expertise: Strategic planning, financial forecasting, business coaching, and serving as a change agent to survive the growth transition.
Career Highlights: Have served as CFO, President and COO to publicly traded and privately owned businesses in a variety of industries. Currently a member of B2B CFO Partners, LLC, a national strategic advisory firm serving privately held business owners.
Personal Interests: Family (including Golden Retrievers), reading/history, best friends, and pursuit of the perfect golf swing.
What I love about business: Small business owners are the foundation of our economy. They uniquely risk it all to capture a vision, and in doing so, change the lives of so many for the better. I salute their stamina and courage, and I am honored to have the opportunity to help them succeed. The Congruity Group is a perfect example.
Why Congruity? Companies, particularly those in the fast moving technology space, must maintain a good understanding of their customer’s requirements. Congruity’s services and expertise provide the conduit that enables companies to secure and maintain that alignment, which in turn maximizes client retention. Be aligned or be left behind!
Congruity Team members are diverse in thought and experience, yet all possess executive competencies, including but not limited to:
- Commercial Orientation
- Market Knowledge
- External Customer Focus
- Strategic Orientation
- Digital Transformation
- Collaboration & Influence
Role: Senior Consultant
Areas of Expertise: Business Transformation, Human Potential, Digital Business
Career Highlights: Co-Author of a #1 Best Seller (and International Best Seller) Brilliant Breakthroughs for the Small Business Owner Volume 3, CEO and Co-Founder of Get Digital Velocity, CEO of a FocalPoint Business Coaching Practice, 30+ years in Corporate America including several CIO roles.
Personal Interests: Family, Camping, Reading, and making jewelry components (someday these will be finished pieces).
What I love about business? I love working with companies to transition from their Legacy Pasts to their Digital Futures. It’s all about continuous transformation and igniting the human experience at work.
Why Congruity? We have exited the Industrial Age and entered The Next Age ™,and there is nothing more important than Extreme Customer Centricity. The Congruity Group is focused on their clients success in getting to know and service their customers to a very deep level which drives relevancy and growth.
Role: Senior Consultant
Areas of Expertise: Customer experience strategy in service industries, especially hospitality, financial services, consulting, and training companies
Career Highlights: Tony Bodoh is an international speaker, three time best-selling author, consultant & coach to Fortune 1000 executives. He combines his expertise in human experience & business analytics to help companies create 5-star customer experiences that disrupt their competitors and earn them prestigious awards and rankings from J.D. Power, Temkin Group, ACSI, and TripAdvisor. In 2018 Tony was named one of the Top 16 Customer Service Movers and Shakers to Follow by the Miller Heiman Group. Beyond the boardroom, Tony provides highly-acclaimed mental performance training to Olympians, professional athletes, & the U.S. military.
Personal Interests: Personal development; reading/watching history, biographies, and sciences; and, cooking with my family.
What I love about business: I love the continuous challenge to innovate, disrupt, and transform. One must continuously seek to be his or her best self to be a leader in business. This challenge keeps life vibrant.
Why Congruity? The most successful disruptions and transformations happen in companies where the CEO and the C-suite are deeply engaged in the process. Congruity’s approach is exactly what is needed. In addition, it is rare to find a community of experts gathered in one organization like we have here at Congruity.
Mark S A Smith
Role: Senior Consultant; Business Growth Strategist; Includes Business Systems Architect and Executive Meeting Facilitator. Mark delivers five level of services:
- Intervention: Troubleshoot and resolve a leadership situation or business problem for a highly resourceful outcome
- Initiative: Develop the strategy, sequence, and tactical deployment to achieve a specific, time bounded, desired outcome
- Invention: Develop new products, markets, and go-to-market strategies to embrace upheaval and profit from chaos
- Instruction: Educate principles of leadership and business acumen emphasizing practical application to the leader’s business
- Integration: Works with executives one-on-one to integrate mindset and skills through application to their situation
Areas of Expertise: Practical leadership skills, business acumen, product development, marketing, sales, systems development, troubleshooting and resolution
summarized in his forthcoming book – Wise Leadership Valor: How to Make More Million Dollar Deals, Kick Out the Pirates, and Completely Control Your Future
Career Highlights: Trained as an electrical engineer, Mark has highly developed systems thinking. Expert in developing international sales channels, including working three years in Europe. Working with companies for more than 30 years selling disruptive technology, he understands how to conduct business in chaos and upheaval. Helped HP bring new computer tech to market, going from 24% market share to 65% in three years, resulting in over $2B in annual sales. Helped Oracle consistently sell $1m+ deals through their partner channel. Mark co-authored three books in the Guerrilla Marketing series with Jay Conrad Levenson: Guerrilla Trade Show Selling, Guerrilla Teleselling, and Guerrilla Negotiating. He has authored 11 other books and marketing manuals, plus invented more than 100 assessment tools for executive sales and marketing
Personal Interests: Family, exploring, hiking, musician (guitar, bass, keys, drums, sing), gourmet cooking, thinking.
What I love about business: Business brings to reality the ideas and creation of the best thinkers on this planet. I love the transformation that occurs when customers get not only what they want, but what they need and I’m honored to help leaders master that transformation process.
Why Congruity? No organization understands how to engage customer executives like The Congruity Group. Using a holistic approach to the process, nothing is ignored or left out and most importantly, there is no unintended customer relationship damage, as can happen with other approaches. The Congruity team combines world-class expertise with heart-centered leadership to deliver what today’s customers want most: an engaged, meaningful, caring community.
“Congruity” means to be in alignment.
Without alignment – with the market and with key stakeholders – businesses simply cannot sustain and grow. The Congruity Group was formed to help organizations achieve this alignment through strategic conversations resulting in game-changing insights.