Resources for Customer Reference Professionals

Customer Reference Forum® is a community of customer reference professionals and customer reference managers from many of the leading corporations in the world.

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About Bill Lee

Bill Lee helps clients reinvent customer relationships and achieve dramatic growth through the creation of engaged, passionate customer communities. He has pioneered the concept that customer relationships constitute the most important off balance sheet assets in companies large and small, public and private.

For the last six years, Bill has himself built vibrant communities of customer engagement professionals. His community efforts include industry leading conferences on customer engagement, such as the Summit on Customer Engagement, Customer Reference Forum, Summit on Customer Communities, and CAB Exchange Summit. These conferences attract many of the world’s leading global firms, such as Microsoft, Apple, Oracle, Dell, EMC, SAP, Red Hat, Wells Fargo, salesforce.com, SAS Institute, AmericourceBergen ($70b health services), AT&T, Alcatel-Lucent, IBM,and many others.

In addition to its widely respected conferences, Customer Strategy Group provides workshops, consulting, research and other educational and community building services to clients.

Bill is the author of the forthcoming book, The Hidden Wealth of Customers(Harvard Business School Press).He is also author of Mavericks in the Workplace: Harnessing the Genius of American Workers(Oxford University Press), of which Training Magazine said, “Just when you think that management books have grown hopelessly stale and repetitious, along comes a guy like Bill Lee to restore your faith.” 

A former teaching fellow at Stanford University, Bill was a law clerk for a Federal judge in Washington, DC, worked with a team that formulated presidential campaign positions on sensitive legal and policy issues, and as an official in the Department of Defense, gained insight into what it takes to move the largest, most complex organization in the world. He has also served as a vice president of a prominent Dallas-based construction firm and controller at a major recreational boat manufacturer. Bill has written for a number of publications, including The Wall Street Journal, Management Review, Organizational Dynamics, Executive Excellence and others.

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