User Group Agenda

We’ve heard your feedback and are excited to introduce the first-ever Client Feedback Tool (CFT) User Group, a special pre-conference event included with your CXps 2025 registration!

The agenda is packed with tailored sessions designed to maximize your CFT experience, whether you’re a seasoned expert or just starting out. You’ll gain valuable insights and practical takeaways that you can apply immediately to enhance your client feedback strategy.

For those new to CFT, this is a unique opportunity to see how it can transform your firm’s client listening and feedback approach, driving meaningful improvements and fostering stronger client relationships.

Join us as we dive into fresh insights, share best practices, and unlock the full potential of CFT together!

Caribbean Ballroom Salon 3

The Future of Client Feedback & CFT

Hear from our founder and CXO, Ryan Suydam, about Client Savvy’s vision for the future of Client Feeback in professional services. Ryan will cover our focus on curating and acting on insights, the role of AI and analytics, and driving adoption to foster a listening culture across your organization.

Our Product Manager, UX Manager, and others from the Client Savvy team will demonstrate our latest capabilities, preview our product roadmap, and introduce the bold new ideas we’re working on.

Curating Insights from Feedback: Identify and Act

Have you ever been somewhere – a restaurant, hotel, event – that felt like
it was designed just for you? Everything about it was tailor-made; it was
delightful, and you left thinking, “I want to do that again!” The best brands
carefully design customer experiences just for you to create that lasting
memory. This emotional impact drives repeat business, referrals, growth –
and all the other desirable business outcomes top brands achieve.

During this session, we will explore how brands build great experiences
on the foundation of collecting, curating, and acting on client insights
because they know they can’t design for you if they don’t understand you.

Lunch

Advanced Reporting & Use Cases

Firms create tremendous value by listening to clients and responding to
individual client feedback. However, the most successful firms go beyond
asking and acting on individual feedback responses; CX leaders analyze
trends, spot opportunities, and use feedback to inform business strategy.
During this session, the Client Savvy team will demonstrate several best
practices for digging deep into client feedback data. You’ll learn how to
explore data so you can ask questions about it. We’ll also demonstrate
several common value-creators, such as identifying which clients are
most likely to accept fee increases, how to identify growth markets, using
feedback for go/no-go decisions, and more.

Break

Tips, Tricks & Hacks | Stump Ryanne & Ryan

This open-ended session brings a collection of tips, tricks, and hacks to
make managing client feedback easier. Ryan and Ryanne will share our
personal “Top 10” tips list, and we invite each of you to bring your own
hacks and tips to share with your peers.

We’ll also have ample time for Q&A—bring your toughest questions and
see if you can stump the experts. Our product leadership team will be
present to hear your ideas and questions and incorporate your best ideas
into the product roadmap.

Review & Wrap-Up

We’ll conclude the day by reconvening as a group to consolidate our insights. We’ll reflect on key takeaways, discuss what has inspired and excited you the most, and identify any of your questions that remain unanswered. We want to ensure you leave feeling that your time attending our first-ever CFT User Group was a day well invested.

Post-Event Meet the Experts

We are diligently working to provide compelling, easy-to-use insights and reports within the Client Feedback Tool. But we’ve also heard demand for liberating CFT data and making it accessible in PowerBI, Excel, data warehouses, etc. During this session, we’ll share best practices for accessing and working with CFT data outside the Client Feedback Tool.