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

Client Journey Mapping for Professional Service Firms

Client Journey Mapping (often times called ’empathy mapping’) for Professional services is different than run-of-the-mill Customer Journey Mapping. This workshop is designed for law firms, AEC (architecture / engineering / construction) firms, private wealth advisory firms, CPA/Accounting firms, IT integration firms, Marketing agencies, etc.  It is ideal for those tasked with understanding how to  deliver best-in-class experiences across the board. If you need to understand how to journey map for more actionable outcomes, this workshop will help you. It is designed to empower any CX practitioner to achieve confidence, agility and efficiency in their CX mapping and design activities.

Thursday December 13, 2018

9:00 AM – 4:00 PM EDT

Raleigh, NC

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

This workshop is ideal for client experience leaders in Professional Services firms who need to understand how to design an executable CX Program specific to their organization. This workshop is perfect for those who want to know how to either build a CX program from the ground up or accelerate the results from an existing program.

Thursday January 31, 2019

9:00 AM – 4:00 PM EDT

Raleigh, NC

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