Your firm invests hours brainstorming and planning ways to improve internal processes and service delivery to clients. Do you know whether your initiatives set you up for sustainable success or disheartening disappointment? For initiatives to succeed, a stable structure is crucial, and this starts with understanding your team of employees and your clients. To create a […]

Although cross-selling can be an easy way to increase revenue, lower marketing costs, and extend your firm’s relationships with your clients, getting buy-in from your team members is often challenging. Do any of these statements sound familiar? “We’re leaving revenue on the table.” “Do your clients even know we offer other services?” “The more services […]

Have you or a staff member ever received challenging or critical customer feedback and immediately felt anxious or reacted defensively? It can be difficult to avoid these natural human reactions and take the time to view the feedback more openly and constructively. Framing feedback is key to responding to challenging customer feedback effectively. As easy […]

In this digital age where technology enhancements and AI implementation are on the rise, customer feedback, now more than ever, is an invaluable resource for businesses aiming to improve their products, services, and overall customer experience. However, the overuse of surveys can lead to a phenomenon known as “survey fatigue,” where respondents become tired of […]

You’ve determined your send list, carefully crafted your questions, launched your survey, and received your customers’ feedback – but now what? While Customer feedback can do many things, understanding the core basics of what to do with the feedback you receive is the first step on the path to CX success.    Actively Listen & […]

You may have read my last blog, “11 Reasons CX programs are doomed to fail”, but if not, I highlighted the number of reasons why CX programs are failing across the professional services industry. I decided it may be a clever idea to follow up with this blog as a good place to start next… […]

While traditionally associated with retail, understanding share of wallet is also crucial for maximizing the profitability of professional services firms. Clients have preferences, and your firm should ideally be their go-to choice. However, repeat business and client satisfaction alone don’t tell the whole story. If clients are turning to competitors for a significant (or any) […]

We’ve all seen it on countless competitor websites: “We strive to exceed our clients’ expectations!” It’s a seemingly innocuous statement, a badge of honor in many industries. But what if there’s a better approach? What if exceeding expectations, while well-intentioned, actually undermines your value proposition? This article challenges the traditional “exceeding expectations” mantra used throughout […]

In the world of customer feedback surveys, there exists a prevalent misconception that merely soliciting input from customers is enough to drive business growth, enhance customer experience, and align with expectations. While customer feedback is undeniably valuable, this belief oversimplifies the process and ignores the nuanced strategies required to effectively gather and utilize feedback. To […]