David Squibb

David Squibb is the Chief Sales and Marketing Officer of Xpertdoc Technologies Inc. He has extensive experience in sales, marketing, account management, and P&L operations. At Xpertdoc, David leads a team of top sales and marketing professionals, where they leverage a wealth of client data to efficiently communicate with customers and drive loyalty and profits. Previous to Xpertdoc, David was the Chief Sales Officer for Valen Analytics, Senior VP of Sales and Marketing at OneShield, and VP of Insurance Sales and Marketing at CGI, a leading IT and business process services provider.
Designing Effective Templates
January 2017
5 Tips for Designing Effective Templates for Customer Communications
BY David Squibb
Jan. 17 2018
Some documents seem to have a life of their own, making you wonder, “Who designed this?!” Even in today's information age, not everyone has the skillset of a designer. Even templates—pre-made...
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    Hybrid Test Data Strategies
    By Jennifer Raml
    Test data strategy belongs in boardroom discussions, not buried in technical specifications. But here's what actually happens: executives assume IT has it handled, middle managers inherit whatever st
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    Forms That Fuel Growth
    By Andrew Stevens
    Despite their pivotal role in customer journeys, forms are still viewed by many organizations as operational overhead. In a digital-first era, that outdated view is a hidden drain on revenue and a gro
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    The Agent Is the Interface: How Agentic AI Is Rewriting the Rules of CCM
    By OSG
    2026 isn’t a year of incremental improvements in customer communications. It’s the year AI stops assisting and starts acting, and for CCM practitioners
  • The Next Architectural Leap in Document AI
    By Andrew Bird
    The current state of AI document processing follows a recognizable pattern. An organization crafts a prompt — often quite sophisticated with detailed instructions and examples — passes it to a lar
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    The Essential Role of Welcome Kits in Member Enrollment and Retention
    By Jason Pothen
    Here are the top 7 ways a dynamic, custom welcome kit can help you maintain and grow your membership rates, improve engagement and keep your members satisfied