Discover

Determine how clients perceive you to develop and lead your firm's Client Experience strategy.

Activate

Activate and engage your people in the delivery of Client Excellence with essential skills and capabilities.

Coach

Design the clients’ experience and embed the new service culture in your firm to leverage its competitive advantage.

Improve your firm's performance

Discover

Activate

Coach

Lead

LeadCX

FREE

LeadCX is for firms that want to understand their firm's current position in CX.


 

Deliverables
  • Free CX Consult
    (eventually CX Scorecard)
Benefits
  • Actionable insights of your clients' experience with your firm

 

Insight

Gain client insight

$950


Deliverables
  • 3 x Mystery Client Experience (MCX)

OR

  • 1 x Client Interview

OR

Both for $1500

Benefits
  • Actionable insights of your clients' experience with your firm

 

Learn

Engage your leaders

$1950

Team engagement, awareness and learning, find your CX champions


Deliverables
  • 90min Zoom session
  • Activity package inc. Dialogue Guides?
Benefits
  • Actionable insights of your clients' experience with your firm

 

Innovate

InnovateCX


Starting at/from

$3K/month

Customisable program tailored to your firm with lots of special things.


Deliverables
  • The whole program
  • How it works – keep desc. simple here
  • Special item list
  • Special item list
  • Special item list
Benefits
  • What’s achieved

Packages Fine Print

Why? What are the benefits?

Increase in Client Instruction
%
Increase in Fees Billed
%
Increase in Profits
%
Increase in Retained Clients
%
Increase in Client Referrals
%