The way your professionals serve clients – from administrative staff through partners – is the core of your firm’s brand. It’s what differentiates you. Harness the power of client service using our unique and proven process to understand what is most important to your key clients, what your people believe about themselves, and what your competitors are saying to determine the attributes of client service that differentiate your firm.
Every firm should regularly measure client loyalty. If you lack the time or expertise internally to gather client feedback AND interpret what they are telling you, it may end up being one of those projects that everyone agrees on but never gets done. Our client survey process provides the structure and experience you need to gather this critical data from your key clients to ensure they are satisfied with the work you perform and are loyal to your relationship. Our professional interviewers ensure you receive high quality feedback from exactly the right individuals to provide actionable intelligence to improve your clients’ experience (CX) with your firm.
To ensure your clients are satisfied.
On the areas your clients care about.
From the right individuals.
Client Experience (CX)
We develop customized training for all levels of professionals in your firm based on the behaviors associated with outstanding client service and providing a carefully crafted client experience (CX). Our curriculum developers blend the behaviors that support your firm’s brand promise, your internal engagement processes and our proven tools and methodology to create a program for your firm. The result is not only a better experience for your clients, but better experiences for your people – which fosters quality top-line growth.
“I’ve been very pleased with The Whetstone Group.
They have helped my firm with essential customer outreach and are handling it with utmost professionalism and flexibility to meet our unique wants/needs/concerns.”
— Michelle Golden River – K-Coe Isom