Elevate Summit

RO Innovation is thrilled to invite you to our inaugural Elevate Customer Summit on Wednesday, November 2nd at the Fairmont San Jose. This one-day event is designed to elevate your customer program through peer interaction and hands-on workshops across a variety of thought-provoking topics specific to your platform.

RO is hosting this complimentary event, offered exclusively to our customers, as a thank you for your investment and continued partnership. The RO Elevate Customer Summit is designed for you, by you. RO is infusing critical topics we hear directly from our customers and partnering with the founders of Next Level Customer Marketing, Kristen Hofstede and Marie Ross, to create an agenda you won’t want to miss.



  • Be prepared to work during interactive workshop sessions with actionable outcomes and best practices to implement into your customer program and platform
  • Examine what’s working and what’s not working with your customer program through a series of group exercises that will create a customized scorecard to use as a guide for success
  • Learn how to maximize the potential of your platform investment to transform your program from tactical to strategic
  • Expand your network and get inspired with thought-provoking discussions amongst industry-leading decision makers and take away ideas, thoughts and specific actions that impact your customer program and platform


Jamie Clarke

Renowned Everest Adverturer, Successful Entrepreneur + Bestselling Author

Hear Keynote Speaker Jamie Clarke share his passion for taking risks and facing fear to overcome life’s biggest challenges. Over the last 20 years, Jamie Clarke has climbed the Seven Summits—including two treks up Mt. Everest—ridden camels across The Empty Quarter of Arabia and created two successful outdoor retail companies, firmly establishing himself as an authority in the business of adventure. With high energy, humor and palpable passion, Clarke inspires and informs audiences with lessons from his adventures and endeavors, challenging individuals to consider their own Everest and offering actionable strategies for successfully reaching one’s summit—whether in business or perhaps the most dynamic environment of all—life.




Attend this discussion to hear RO Chief Technology Officer, Tony DeLollis, share product roadmap details.


Are you constantly in reactive mode when managing your customer program despite efforts around proactive planning? Examine what’s working and what’s not working with your customer program through a series of group exercises that will create a customized scorecard to use as a guide for success. You will evaluate and score your program across critical disciplines including Operating Model & Resource Alignment, Executive Buy-In and User Adoption. Evaluations will be followed by group discussions centered around best practices and improvement strategies.


Attendees will select topics of interest which will determine the final interactive workshop sessions offered during Elevate Customer Summit.


There will never be enough resources to meet the demands of your business partners. In this workshop, you will learn different strategies for structuring your program and aligning your resources to maximize results.



You’ve invested in your reference platform and now it’s time to increase user adoption. In this workshop, you will define who your users are, who you want your users to be, and establish a plan to expand your user base and embrace your platform as the defacto tool for reference and content needs.



You need a steady pipeline of reference leads in order to maintain and grow your customer program. In this workshop you will learn recruiting strategies for new and established programs.



A critical component to elevating the visibility and effectiveness of your customer program is executive support. In this workshop, you will learn tools and tactics to gain buy-in and ongoing support from your executive sponsor and stakeholders.


Metrics, Data and KPI’s

You must measure success to prove your program value and impact for continued growth and resources. In this workshop, you will learn a methodology to help you define the critical measures that align with your company priorities.



Building strong customer relationships are often overlooked when managing a reference program. To establish bi-directional value, there must be a coordinated effort to partner with your key customers. In this workshop you will learn relationship building techniques and recognition best practices.


» HOTEL ACCOMMODATION  |  Fairmont San Jose, CA «

If you are traveling to attend Elevate Customer Summit, Fairmont San Jose is accepting hotel reservations.

www.fairmont.com/san-jose | 1.866.540.4493

*Though Elevate Customer Summit is a complimentary event travel and expenses are the responsibility of each attendee.

Secure your spot for an adventure at the RO Elevate Summit


next-level-logoRO is partnering with Next Level Customer Marketing to create an interactive experience at the  Elevate Customer Summit. Next Level Customer Marketing uses simple and strategic solutions to customize each client engagement and address the specific needs of your program. With 30+ combined years of experience, our proven approach can take your customer program to the next level.