Sonoma, CA, Dec 01, 2025 — Valley Oak Advisors today announced a strategic partnership with CustomerGauge, the leading provider of AI-based B2B Account Experience Solutions. The collaboration combines Valley Oak’s proprietary CXM360™ methodology with CustomerGauge’s AI-first Account Experience technology platform to help organizations build stronger, more profitable B2B customer relationships.
Through this partnership, Valley Oak Advisors will leverage CustomerGauge’s B2B experience management capabilities to deliver data-driven insights, improve customer retention, and align customer experience efforts directly with business growth. The joint offering will enable clients to transform B2B customer feedback into measurable actions that drive sustainable revenue growth.
“We created CXM360™ to help our clients turn customer experience into a growth strategy, not just a score,” said Dan Swanson, Co-Founder of Valley Oak Advisors. “Partnering with CustomerGauge allows us to bring that vision to life through proven technology and a shared passion for helping businesses strengthen their customer relationships.”
“CustomerGauge is excited to collaborate with Valley Oak Advisors,” said Adam Clay, Chief Revenue Officer. “Their experience-led approach perfectly complements our Account Experience platform’s ability to uncover opportunities and accelerate customer-led growth.”