Working Remote Ideas

March 19th, 2020|

  Working remotely doesn't have to be a scary thing. Moreover, it is super important that your employees feel comfortable, safe, and calm during this time. We KNOW home offices: laptops, journals, notebooks, ear buds, [...]

11 Client Experience Checklist

December 30th, 2019|

  Client Experience Expectations Ideas that can make your client relationship easier and will make it work better. Is your firm taking a proactive stance in communication with your clients? Is your firm investing and [...]

Evolve Your Journey Map

December 23rd, 2019|

Evolving Your Journey Map by Continually Assessment & Optimization Customer journey mapping is not something you do and then set aside. It’s an ever-changing, ever-evolving process. Build in automatic tripwires at key stages to generate [...]

You’ll Need a Map

December 16th, 2019|

Define your customer journey Once you understand your buyer persona and customer journey, it’s time to combine the two and see how you’re doing. First you’ll need to map out the stages in your firm’s [...]

Do you know them?

December 12th, 2019|

Build a client persona and they will come Getting to know your customer The best place to start working on creating a more positive customer experience is by developing a buyer persona. A buyer persona [...]

The New Competitive Advantage…

December 5th, 2019|

Customer Experience is the New Competitive Advantage Every firm knows it needs to innovate to stay competitive. The question is, innovate what? Technology? Training? Processes? These are all important areas. But in today’s market, the [...]