We all know that acquiring new clients costs 5X more than retaining a current client. Firms that invest in their clients typically see an outstanding 140% ROI. So why aren’t our strategic goals and initiatives more focused on improving client satisfaction and engagement? Day-to-day BD and marketing activities often take priority in our firms… when, in reality, our clients should. So, what’s the secret? During this interactive workshop, learn how to focus your efforts and resources on initiatives that impact client experience to ensure your firm achieves its goals in 2020 and beyond. Come prepared to share goals, initiatives, and conflicting priorities to learn how to prioritize them into six key areas that impact a firm’s CX plan. Leave with a workbook that will guide your firm to achieve 140% ROI and leave with a plan you can implement immediately that will generate results before the end of 2020.
Amanda D. Roehl, Pixels and Ink Studio
Creating a solid differentiator, like client experience, doesn’t happen overnight. Through significant work, Amanda generated buy-in within her former firm’s c-suite and worked with a team to create an award-winning CX program. By using marketing tools, such as client surveys, personas, client journey mapping, and client empathy maps, the team discovered ways to improve client experience (CX), resulting in 90% of the firm’s revenue from repeat clients. The firm found that CX wasn’t just a buzz word – it was a differentiator. Amanda started her own marketing consulting firm, Pixels & Ink Studio, where she offers a variety of marketing services.