Workshops

Types of Workshops

Open-Enrollment Workshops where we’ve designed the program and deliver periodically for anyone to join. Examples of open-enrollment workshops include:

    • How to Design and Manage Your CX Program
    • How to Generate Real Insights
    • Client Experience Governance
    • Service Innovation Techniques
    • Metrics, Measurement, Performance-Monitoring
    • Cultural Adoption of CX

Closed-Enrollment Workshops and Customized Programs where we collaboratively design CX classes based specifically on our client’s needs. Contact us to set up a program that is right for your firm.

Executive/Leadership Training

We engage in training programs for CX leaders and firm executives who are accountable for the success of client experience. We work with leaders to help them learn how to develop, implement and manage modern client experience programs. Graduates from these training programs are more confident in every aspect of CX and make solid, effective leaders with the information, ideas, plans and methods to make their firms more competitive.

Speaking Engagements

Whether it’s an opening keynote at your staff retreat or a week-long program, our advisors and practitioners are experts at engaging with your firm and helping people and teams understand and appreciate the work of CX, why it matters, and why it’s an exciting transformation opportunity for modernizing firms.

Scheduled Workshops

Creating Customer Experience Business Cases (The Key to C-Suite Funding & Sponsorship)

To get executive sponsorship and funding for customer experience programs you need a compelling Proof of Value. This workshop is for those who need to learn the language of finance to build their best case.

Fri, August 31, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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Advanced Customer Journey Mapping (Outcome-Oriented)

This is an advanced customer journey mapping workshop focused on how to map for more effective outcomes. It is ideal for those tasked with understanding the relationship between customers and your organization’s multi-channel episodes and touch points.

Thu, Sept 6, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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How to Establish & Benefit from a CX Center of Excellence

This workshop goes through the steps in determining whether a CX Center of Excellence is the right approach, how to build a CX CoE proof of value, proof of concept and plan of attack.

Thu, Sept 20, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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CX Program Measurement: How to Create CX Cultures of Accountability

This workshop is ideal for people and teams who want to understand how to measure the entire performance of their CX Programs.

Thu, Sept. 27, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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Customer Experience Program Design: How to Design the Right CX Program

This workshop is ideal for customer experience leaders who need to understand how to design an executable CX Program specific to their organization.

Thu, October 4, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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