Definition
Clienteling
One-on-one relationship selling where associates use customer data to drive personalized outreach and repeat purchases.
From the episode “35x More Profitable Than Marketing | JP Grace from Endear”Hear it on the podcast1 episode
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CaptureThe business development process of pursuing a specific government opportunity from identification through proposal submission.CarouselA multi-slide social post that walks through an idea slide by slide.ChurnThe rate at which customers cancel.Client Avatar MismatchThe churn cause that occurs when a customer signs up with incorrect expectations about what the product delivers. At Stone Systems: contractors who believe $297 buys direct lead generation (spend → get leads) rather than a software platform that builds online presence and operational efficiency. Mismatched expectations are set before the sale and corrected only through better marketing copy, cleaner positioning, and sales qualification — not through product changes.Co-hosting / Collaborative EventsThe practice of partnering with other brands or individuals to share guest lists, split costs, and reduce hosting anxiety. The list share is often the primary value.Cohort retentionWhat percentage of users who joined in a given period are still active later. The QR code app held 20% at year five, which is exceptional.Collaborative Results Index (CRI)Geoff Gibbins' framework for measuring the quality of human-AI collaboration across three dimensions: (1) results — the actual impact of the collaboration, not just activity or usage; (2) relationship quality — how well humans engage with AI as a collaborator, including critical thinking, good question formation, and not passively accepting first outputs; (3) resilience — whether the human is developing domain expertise through the collaboration or outsourcing judgment and atrophying. Most enterprise AI measurement stops at usage metrics; the CRI measures whether collaboration is making people genuinely better.CollectionA curated subset of files indexed for AI interrogation.