Imagine you could: • Drastically reduce the number of client relationships each project manager must handle, • Skyrocket individual project profitability and overall revenue growth, • Offer clients a superior experience working with your firm, and • Drastically decrease the risk of key talent burnout (or worse) – all without doing a large-scale hiring of […]

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 […]

I heard a speaker say recently, “There is no reason for any firm to apologize for its need to make a profit.  ”He was right. Profitability is essential to the health of any business. Furthermore, it’s necessary to enable a business to continue to grow and provide jobs for its employees as well as service […]

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 […]

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 […]

A great presetnation by SMPS I recently attended an SMPS Research Triangle event and listened to Danielle Gray share tips and tricks for extracting data from technical professionals. There was plenty of laughter as Danielle described personas for the technical professionals she’s worked with. Including Timmy Too Busy, Kara Don’t Cara, Sampson the Champion, and Neil […]