Hey, MassCPAs' Marketing Committee Members!!! Are your clients truly satisfied with your service? When was the last time you asked them for feedback? Join Eric Gregg, founder and CX strategist at ClearlyRated, for an insightful session on CX best practices. Learn how to enhance your client experience using proprietary data on satisfaction drivers for accounting firms and Net Promoter® Score (NPS) benchmarks. Discover how to unlock the potential of your client relationships to drive business growth. Key takeaways: ⭐ Current NPS® benchmarks and trends for the accounting industry ⭐ Findings from ClearlyRated’s research on what drives client satisfaction and loyalty in accounting ⭐ The link between client experience, internal employee experience and business growth for accounting firms Register here: https://lnkd.in/egGTtAjG Reach out to Logan Luongo or myself with any questions or topics that you would like to see covered in future committee meetings. #AccountingMarketing #ClientExperience #NPSScores #StrategicGrowth
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Curious how unbiased data can transform business outcomes? In our recent feature with IBISWorld, we share how leveraging their reliable industry insights has driven success for Endurium and our clients. From streamlining workflows to showing clients the impact of small adjustments, these insights have been pivotal in building trust and delivering measurable results. Check out the full story to see how data-driven strategies are making a difference: https://lnkd.in/dcdN6j48 #ClientSuccess #BusinessInsights #DataDriven
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☀️ Nurturing Environments for Transformative Growth 🌱 Individuals | Teams | Organizations | Communities #slingshotdesigns #learning & #development #thecardinalrule #self #leadership
I could work with most anyone, why do I choose Endurium as my home team? #Integrity …in their leadership …in their actions …in their approach …in their follow through …in their decision making …in their strategic partnerships Being a part of a team who believes so deeply in the #value we deliver to our clients and our social responsibility as #leaders feels incredible…and that’s great! Even better? Our impact. ⚡️ Check out the article and reach out to me, Matt Downs or Eric Gerdes to learn how we can help you grow your business. 🚀 ✨
Curious how unbiased data can transform business outcomes? In our recent feature with IBISWorld, we share how leveraging their reliable industry insights has driven success for Endurium and our clients. From streamlining workflows to showing clients the impact of small adjustments, these insights have been pivotal in building trust and delivering measurable results. Check out the full story to see how data-driven strategies are making a difference: https://lnkd.in/dcdN6j48 #ClientSuccess #BusinessInsights #DataDriven
Client Success Story: Endurium Leverages IBISWorld’s Insights To Build Stronger Client Relationships
enduriumllc.com
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Time tracking is critical for consulting firms to ensure that they are providing their clients with high quality services, keeping track of their projects, and showing transparency in billing. Check out our handy infographic to understand the three key benefits of time tracking, and six critical features to look for when shopping for the right solution: https://hubs.la/Q02hDFBF0
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Our ‘Evaluate & Act’ Maturity Map was validated and finessed in two useful sessions on Wednesday 16th. The sessions confirmed the usefulness of the detailed Maps for company secretaries, their teams and for application to their boards. The sessions emphasised the key drivers for evaluation processes as regulation, the perception of the Chair and Board regarding the usefulness of evaluations, the heavy facilitation required by the Company Secretary, and the issues being presented to the board at the time. Within these contextual influences, we discussed that the most appropriate approaches were being adopted by boards on a case-by-case basis. For example, a board may run a basic questionnaire-based programme until a significant issue arises which changes the approach to a more detailed evaluation process. Additionally, it was noted that some boards were doing interim reviews to assess the board’s role in key issues they have faced and had structured multi-year programmes. In those boards which perceived the evaluation to be a tick-box exercise little value was received. However, the perception was that evaluations were now more accepted (possibly due to regulation) with those boards which fully engage getting useful development points and interlinking with re-appointments and the other people processes. The interlinking of evaluation with other processes under the Nomination Committee was agreed to be useful in gaining a more strategic view of the future resources of the board. We were cognisant of the potential gaps between reporting and actions due to the transparency approach adopted by each board. We will continue to reflect on the points made at both sessions and further iterate the Evaluate and Act Maturity Map, ahead of publishing Guidance for formal consultation in the early new year. Please register for future workshops and to stay in touch with research developments here - https://lnkd.in/e5Uk66vE Ruth Sealy
Qualtrics Survey | Qualtrics Experience Management
exe.qualtrics.com
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🚀 Elevate Your Consulting Business with NPS Surveys Is your consulting business too small to run NPS surveys? The answer is a resounding NO! 📊 Net Promoter Score (NPS) surveys can empower even the smallest consulting firms to enhance client relationships, boost satisfaction, and drive business improvement. 📈 In our latest blog post, we explore the significance of NPS surveys for consulting businesses, regardless of their size. Learn how to start your NPS journey, initiate follow-up conversations, and leverage client feedback effectively. Discover how to make the most of NPS surveys and take your consulting business to new heights. TechTorch Ready to get started? 🚀 Read the full article here: [https://lnkd.in/d2DzF4yK] #NPSsurveys #ConsultingBusiness #ClientFeedback #BusinessImprovement #SmallBusinessSuccess #TechTorch
NPS Surveys for Small Consulting Business
https://www.techtorch.ai
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Happy Monday 🌞 If you're on your second cup of coffee (like me) and in need of a little inspiration to get your week started, check out our webinar featuring Ryan Smith & Jimmy Depré on practice efficiency and client happiness. After all, happy clients = happy firms! #EngagementPortal #ClientSatisfaction #Suralink
How a client engagement portal leads to practice efficiency and happier clients
bigmarker.com
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So excited to have Sarah Cirelli of Grassi and Suzanne R. of LBMC join me next week for a webinar, hosted by ClearlyRated on the best practices of driving growth through your CX program for #accountingfirms. Link is below and in the comments.
🌟 Supercharge Your Accounting Firm’s Growth with CX Excellence! 🌟 Join ClearlyRated founder Eric Gregg in conversation with Sarah Cirelli, CMO at Grassi and Suzanne Reed, CMO at LBMC for an insightful webinar where they’ll explore how exceptional Customer Experience (CX) can drive your accounting firm's growth. 📅 Date: August 21st, 2024 @ 1:00 PM ET / 10:00 AM PT In this session, you’ll learn: 🔍 Proven strategies to differentiate your firm through outstanding CX 📈 Data-driven tactics to boost client satisfaction and firm growth 💡 Expert insights to strengthen your CX approach Don’t miss this opportunity to elevate your firm's success and exceed client expectations! 🔗 Reserve your spot now! 👉 https://hubs.ly/Q02L9VHh0 #Accounting #CustomerExperience #CX #Webinar #AccountingGrowth #ClientSuccess
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🚨 NEW BLOG ALERT! Stellar CX can supercharge your accounting firm's bottom line. And for those of you who love numbers, we’ve got the stats to prove it. 📊 Firms using our NPS survey program to measure client satisfaction have seen incredible benefits: ✨ 18.9% Faster Growth 💡 82% Identified At-Risk Clients 🏆 92% Improved Differentiation 💸 98% Reported Positive ROI Curious to see real results? Learn about two firms that skyrocketed their success in our latest blog post ➡️ https://bit.ly/4azN3Eu #clientexperience #nps #accounting
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Read more on how Revenulytics works on efficient revenue cycle management. Blog Post: https://lnkd.in/gmFUz4YF #Revenulytics #RCM #BlogPostAlert
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Welcome to #UnesyncTutorial - Ep.01: Learn how to effortlessly add a client in just a few steps! Simplifying client management has never been easier. We guide you through the simple process of adding a client to your system. Manage your clients with ease and keep your business running smoothly! #financialtrends #businesstrends #futureoffinance #financialgrowth #Unesync #businessinnovation #explore #financialplanning
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Client Experience and Business Development Guide @ ClearlyRated | NPS Survey Engagement
2moLooking forward to it Michael Bennington!