Just Getting Started in CX

If You Are Just Getting Started in CX, Here is What You Should Do...

We hear it three times a week. "We're not really doing CX here at the firm yet, we don't know what to do."

Typically law firms, accounting firms, AEC firms, and organizations that have been around for decades hear about the importance of customer experience (CX) in their marketplace but don't fully understand what it is, why everyone is talking about it, and ultimately, what they need to do about it.

We have designed an instructive, four-hour program to get you fully up to speed on your best response to CX that is uniquely designed to your firm and marketplace.

At the conclusion of this four hour session, you will understand exactly what your best action plan is, how to approach it, and how to save time and money in the process.

In this session we will guide you through your best opportunities in CX, prioritize your first steps, set your unique CX road map, determine projected time and costs, and help you communicate it out to the powers that be.

This program will touch on: 

  • how to communicate value of CX to executives (gain initial buy in)
  • what CX is to your firm, why it matters
  • setting your initial CX strategy
  • determining your best client feedback approach
  • how to 'socialize' CX into your culture
  • determining what you can get from CX
  • leading practices in CX for firms like yours

This program can be done in person or via Zoom/Teams. The cost of the program is $4,888. We suggest you invite an executive sponsor, head of business development, head of marketing, head of HR, and someone from finance.

If You've Wondered What Your Best Move in CX Should Be, Join us!