FREE CX RESOURCES FROM CLIENT SAVVY

CX Strategy eBooks & Guides

Discover a wealth of knowledge with these free guides from Client Savvy, covering a wide range of topics. Whether you’re looking to kickstart a new client experience initiative or enhance your current strategies, these resources offer valuable insights to guide your professional services firm every step of the way.

Getting Started with Electronic Feedback for Professional Services
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Get practical guidance on implementing electronic feedback to enhance client relationships and elevate service delivery in professional services.

24 Business Problems CX Solves
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Consider these common business challenges almost all professional services firms face, and how a CX strategy and client listening bring about relief in every case.

Creating a CX Program Charter for a Professional Services Firm
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Outlines how to create a CX and Client Listening charter that drives cultural transformation by aligning executive support, business goals, and behaviors.

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Offers insights on crafting effective feedback surveys by asking the right questions, optimizing length, and ensuring actionable responses for valuable client insights.

7 Reasons to Conduct a Baseline Client Perception Study - Client Savvy Guide
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Learn why a Client Perception Study is essential for firms, providing a foundation to measure client sentiment, identify improvement areas, and set benchmarks for future CX goals.

Getting Started with Client Empathy Mapping
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A step-by-step guide to better understanding client needs and emotions, helping firms create more personalized and impactful client experiences.

Create an Accountable Feedback Process
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Provides a clear framework for building a consistent, actionable client feedback system by ensuring follow-ups, and maintaining firm-wide accountability.

Activating a Net Promoter
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Learn how to turn positive client feedback into referrals by guiding clients on how and whom to recommend, while deepening relationships through research, engagement, and follow-up.

Hacking CX in Five Minutes a Week
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Offers a simple approach to improve client experience through brief discussions in team meetings, driving small changes for happier clients and stronger relationships.

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Presents brief examples of how professional services firms have integrated client feedback into their CX strategies to make more informed, data-driven decisions.

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Provides a template for firms to build a CX/EX business case by identifying challenges, outlining root causes, and offering solutions with a focus on business impact.

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Explores how firms can meet rising client expectations by positioning new team members as A-players and developing top talent in a competitive market.

Socio-Linguistic Analysis
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Explores how sociolinguistics can help firms analyze client communications, uncover patterns, and gain insights to improve relationships and outcomes.