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.
Get practical guidance on implementing electronic feedback to enhance client relationships and elevate service delivery in professional services.
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.
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.
Uncovers and debunks widespread myths about client feedback that often discourage firms from implementing ongoing client listening.
Provides actionable strategies for leveraging client feedback to create meaningful value, from enhancing proposal quality and reducing employee burnout to shaping marketing messages.
Outlines how to create a CX and Client Listening charter that drives cultural transformation by aligning executive support, business goals, and behaviors.
Offers insights on crafting effective feedback surveys by asking the right questions, optimizing length, and ensuring actionable responses for valuable client insights.
A step-by-step guide to better understanding client needs and emotions, helping firms create more personalized and impactful client experiences.
Provides a clear framework for building a consistent, actionable client feedback system by ensuring follow-ups, and maintaining firm-wide accountability.
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.
Offers strategies to handle difficult client interactions with empathy, professionalism, and a focus on collaboration.
Explains how to pinpoint pivotal client interactions, use feedback to improve them, and strengthen relationships through journey mapping and proactive engagement.
Highlights how proactively addressing client needs, managing risks, and reducing client effort fosters stronger partnerships, trust, and satisfaction.
Offers a simple approach to improve client experience through brief discussions in team meetings, driving small changes for happier clients and stronger relationships.
Presents brief examples of how professional services firms have integrated client feedback into their CX strategies to make more informed, data-driven decisions.
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.
Explores how firms can meet rising client expectations by positioning new team members as A-players and developing top talent in a competitive market.
Explores how sociolinguistics can help firms analyze client communications, uncover patterns, and gain insights to improve relationships and outcomes.