Joe Applegate

Go-getter
DISC Type : d

Founder & Principal at CX Pulse

Cincinnati, Ohio, United States

Overview

Joe Applegate is a customer experience executive with over 20 years of experience in regulated fintech environments. He leads AI and CX platform strategy at Rocket Loans and is the founder of CX Pulse. Colleagues describe him as a caring, respected, and trusted leader with deep technical expertise and business acumen.

Outside of his formal roles, Joe is a father who is deeply passionate about the real-world implications of artificial intelligence, often listening to AI-focused podcasts in his personal time. He has an interest in creating more authentic, less overthought content, including short personal videos.

He once spent six hours recording his own voice with a professional microphone setup for use in voice AI experiments.

Personality Overview

Challenger

Direct & Candid

Fast-Paced

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Voice AI Platforms
As the founder of CX Pulse, he personally designed and built a production Voice AI platform and leads Voice AI prototyping at Rocket Loans.
AI Adoption
He believes that successfully scaling AI is a "people problem, not a tech problem, " emphasizing the importance of focusing on adoption and workflow changes over pure technology.
CX Transformation
His career is focused on translating emerging AI capabilities into production platforms that directly improve the customer experience and reduce operational costs.

Media Appearances

Joe has no verified media appearances

Work History

5-2025
Founder & Principal at CX Pulse
10-2024
Director of Engineering – CX & AI Platforms at Rocket Loans
1-2024
Customer Advisory Board (CAB) Member at Five9
4-2024 - 10-2024
Senior Director - Business Strategy at Rocket Mortgage
4-2012 - 4-2024
Vice President - Technology Operations at Rocket Connections

Education

2000 - 2004
Finance from University of Cincinnati Carl H. Lindner College of Business

More Information

Social Presence :

Prographics :

Exp : 13 Location : Cincinnati, Ohio, United States Job Level : Leadership Designation : Founder & Principal at CX Pulse
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Joe

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Joe take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Joe

Personality Compatibility


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