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What’s the difference between client experience and customer experience? Similar to the difference between a client and a customer. You typically strive to have long-term relationships with clients while your relationships with customers tend to be more short-term and transactional. Professional services firms have relationships. Retail firms have transactions.

Hailstorm, roof damage, great CX Yes, you read that right! Believe it or not, by providing an exceptional client or customer experience (CX), your firm can turn an ordinary or undesirable situation into a moment of delight. Revenue growth, referrals, and cross-selling opportunities become low-hanging fruit when it comes to CX focused initiatives. Living in […]

When a firm considers how to create client strategy through permissive feedback programs, but without a real purpose or a solid plan, other than “finding problems”, it’s lackluster. The result – increased workload for your team, and a minimal chance of anything beneficial being done with the data collected. This leaves both your team and […]

Want to increase your organization’s profits? Did you know that the average annual growth rate of experience-driven businesses is 15% higher than companies that do not intentionally create a positive experience for their clients? The keyword here is intentionally. Your clients are already having an experience working with your firm. The only question is, what […]

In October’s blog, CX & EX: Vicious or Virtuous Cycle, I discussed the importance of being intentional about your firm’s client experience (CX) and employee experience (EX) efforts. Are you an engineering, architecture, construction, legal, accounting (fill in the blank here) firm? Does your company try to provide a positive CX OR are you a […]

“What do you mean it can create a negative outcome? If I at least try to improve my employees’ experience, will it not at least benefit them and the firm a little bit?” This was the comment from a COO of a 400-person firm I shared in last month’s blog, CX & EX: Vicious or […]

You’re a believer. In this competitive marketplace, you see the positive ROI numbers firms that have implemented Employee Experience (EX) and Client Experience (CX) as an operational discipline are achieving. And you want the same success trajectory for your firm. So, you do your homework, and your firm embarks on a new CX initiative with […]

“You guys are great. The slowdowns are all on my end.” “You provided us exactly what we needed.” “Mary is great to work with and always responds promptly.” It’s a funny thing about feedback. So many of us associate feedback with hearing what we’ve done wrong or how we missed the mark. When the reality […]

My colleague recently took a trip to the mountains of North Carolina for a long weekend with his fiancée. He reserved a cute little cabin in the woods on Airbnb and looked forward to some quiet down-time. After a four-hour drive, they arrived – it was beautiful! The instructions in the Airbnb app said the […]

You want (and need) your highly successful project managers to generate sales opportunities for your firm. Your clients love them and the work they do, but there’s one problem. Your strongest DOERS aren’t seller-doers. Nothing against them, they work hard. Nevertheless, many of these PM’s are uncomfortable engaging with clients about upcoming pursuits. When asked […]