12.8.22 | CX & Strategic Alignment

12.8.22 | CX & Strategic Alignment

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...
12.8.22 | CX & Strategic Alignment

11.15.2022 | Client Interviews

Valuable client feedback goes far beyond simply asking about the client’s satisfaction. The best client feedback conversations create future dialogue, generate actionable follow-up, and validate the firm’s strategy for positive client experiences and increased...
12.8.22 | CX & Strategic Alignment

10.20.2022 | CX Metrics & Management

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...
12.8.22 | CX & Strategic Alignment

9.22.22 | Accelerating Sales Through CX

The term “sales” can leave many of us bristling with discomfort when contemplated as pushy, manipulative, arm-twisting tactics in the name of self-interested revenue generation. But what if “sales” were less about self-interest and recast as an “act of service”...