by Jamie Pollenz | Apr 10, 2023
Most firm leaders believe their primary source of revenue comes from word-of-mouth marketing. And often, this is true! Our happy clients can be our best sales agents. What most firms fail to do is capitalize on the vast potential of referral marketing. In this...
by Jamie Pollenz | Mar 21, 2023
This workshop will focus on how to build and execute modern client experience programs. We will zero in on how executives need to think about the impacts of a firm-wide CX program and what sponsorship of a CX program really means. You’ll learn how successful CX...
by Jamie Pollenz | Jan 15, 2023
During this workshop, you will begin to build a plan to align Client Experience (CX) with your strategic objectives and maximize the ROI of your CX investment. Through the lens of your specific Mission, Vision, Core Values, and Strategic Goals, we’ll determine how CX...
by Jamie Pollenz | Nov 27, 2022
Client Experience (CX) is subjective and understanding the feedback data you get from your clients can help your firm gain insight into how they feel about your firm and the service they receive. By viewing this data as it relates to objective firm and project...
by Jamie Pollenz | Nov 27, 2022
Do you ever look at a client and wonder “why in the world do we do business with them?” Do you ever watch your pursuit teams chase every opportunity rather than target with laser precision? Do you ever wonder why you’re having to price work as a commodity rather than...
