CX consulting for professional service firm leaders

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The all-in-one CX Program allowing you to pivot, right now.

We’re a CX consulting firm that helps Professional Services firms rapidly shift to create and manage every aspect of their Experience Management Program.


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  • Learn more about our customer experience program and assessments to retain clients and boost sales Customer Experience (CX) Improve relationships with clients Establish client journeys to boost sales Train employees with CX skills User Experience (UX) Engage users with research-backed design Improve usability of your website, apps, and products Apply......

  • CX is not UX and is broader than most realize—encompassing many fields. ...

  • There are many factors to consider in driving any company toward deeper customer obsession. Following are the 15 dimensions we use to manage CX management programs....

Building Customer Experience Solutions

Building customer experience solutions is a process that requires keen insight, several levels of expertise and the ability to see things through the eyes of those who will be spending money with your organization. Whether you refer to those who patronize your business as customers or clients, the bottom line – literally – is that you need to make sure that your relationships with your market members are maximized in every conceivable and relevant manner.


CX Pilots is a team of CX consultants that helps Professional Services firms build and manage custom client experience solutions. We put together programs that are truly designed from the perspective of the people you want to attract to your organization. Getting them to your door is one thing, but keeping them there and motivating them to come back is what it’s all about from that point. A failure to do so means that you’ll constantly be looking to attract new customers or clients, thereby increasing your opportunity costs on an ongoing basis.


We offer customer experience solutions that will have you standing out from your competition. We help you build relationships and a strong base of repeat business that exists largely because of how people feel when they work with you.

Finally, a mailing list to empower and support CX leaders. Gain access to dozens of tools and resources by signing up today.
Why Do Firms Engage CX Pilots?

Top Ten Reasons


DIFFERENTIATION: ensure systematically better client interactions to increase experience-based competitiveness


REVENUE: improve their bottom line by improving their client relationships


SERVICE REDESIGN: identify and manage service delivery innovation opportunities along client journeys


CLIENT JOURNEY MAPPING: map client interactions and journeys for key client segments


IMPROVE CX SKILLS: improve skill sets, learn about emerging trends, train leadership and teams about CX


EMPATHY TRAINING: learn how to harmonize partnerships and to increase affinity


ACCOUNTABILITY DESIGN: modernize roles, responsibilities and accountability around experience delivery


MEASUREMENT: redefine measurement and metrics to reflect firm’s new experience-led approach


NPS: move from basic NPS ranking to systematic, loop-closing feedback-based methodologies to enhance outcomes like NPS


CULTURE: determine how to best embed CX into purposeful cultures, create momentum and increase accountability

What Our Clients Are Saying

“We partnered with CX Pilots to deliver our company’s first robust set of personas and journey maps in order to gain deeper customer insights, drive a customer-centric culture and spur innovation leading to a differentiated customer experience. They listened to our goals and challenges and worked tirelessly to help us deliver a finished product that helps us to attain our goals. I would absolutely work with CX Pilots in the future and feel confident referring them to others. They have a deep knowledge of the B2B space, insurance experience, a drive to make their customer happy and are great, smart people to be around!”

-Tim Schroeder, President, Neumann Monson Architects

With the development of a robust Client Experience program as our top strategic priority, we sought out the best possible partner to help us reach our goals. We found in CX Pilots a team that aligned with our values and had the resolve to maintain an aggressive pace. CX Pilots challenged us and evolved our wisdom, empathy and CX capabilities. They enabled us to build a customized toolbox we could take forward and put into action with immediate results.

-Erika Martin, Director, Customer Experience at Genworth Mortgage Insurance

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