We hope you can join our December 10 meeting where guest speaker - Katie Tolin with CPA Growth Guide - will dive into:
CX: Creating a Lasting First Impression
Your client experience is a competitive differentiator. Yet, most firms don’t have a formal client experience program. This session will dive into why your CX needs to be unique, what a CX project looks like, and how you can create something that is uniquely you. We’ll walk through a CX process you can implement yourself using client onboarding as a sample.
From using a cross-functional team to including the voice of the internal and external client to mapping out a process, we’ll explore what this looks like from the onboarding lens – all to help you design an impactful experience for your clients.
You will learn:
- A process for running a CX program
- Items to include in an onboarding process
- Why continuous improvement is better than perfection
- Ways to measure success
This promises to be an insightful meeting! Register today!
