Client Savvy

Client Savvy Since 2004, Client Savvy has empowered hundreds of professional services firms to truly understand their clients. and likelihood to recommend.

Our customer feedback software turns feedback
into actionable insights, enabling data-driven
decisions that elevate the client experience. Client Savvy helps professional services companies create and implement data-driven client experience and employee experience programs. We provide unconventional wisdom to drive revenue, referrals, and repeat business. Our proprietary Client Feedback Tool ena

bles clients to share how a firm is performing relative to expectations on the most relevant dimensions. We’ve helped nearly 500 companies, in 20 time zones, gather feedback from millions of clients and employees. Our data and experience enable clients to positively differentiate their brand and solve challenging business problems that help them achieve long-term, profitable relationships with clients and employees. The most successful companies are practicing client experience and employee experience as core business functions. Client Savvy helps firms create their CX/EX strategy, develop and implement CX and EX programs to accelerate their adoption, and measure/prove return on investment. Our team of client experience consultants gather and share knowledge that provides companies a fresh perspective into their clients and employees.

Is your firm at risk of losing clients without ever knowing why? Discover how to listen better and protect your business...
07/02/2025

Is your firm at risk of losing clients without ever knowing why? Discover how to listen better and protect your business today: https://hubs.li/Q03vGSHC0

Your clients are already telling you how to grow your business—are you listening?In the AEC industry, reputation and rel...
06/25/2025

Your clients are already telling you how to grow your business—are you listening?
In the AEC industry, reputation and relationships drive success. But relying solely on gut instinct and informal conversations can leave valuable insights untapped.

We just published a new article:
🆕 “9 Ways to Leverage Client Feedback in AEC Marketing & Business Development”

From refining brand messaging and strengthening proposals to driving referrals and smarter Go/No-Go decisions—this guide shows how structured client feedback can transform your firm’s growth strategy.

📈 Real data
🎯 Practical applications
🤝 Proven results

Check out the full article and start turning feedback into a competitive advantage:
👉 https://hubs.li/Q03tDs7f0

Learn how AEC firms can turn client feedback into a competitive edge in marketing and business development.

The true innovation challenge in professional services isn't coming up with new ideas—it's breaking free from the gravit...
06/05/2025

The true innovation challenge in professional services isn't coming up with new ideas—it's breaking free from the gravitational pull of "how we've always done it."

When firms cultivate environments where questioning assumptions is encouraged, they discover opportunities for client delight hiding in plain sight.

The most transformative client experiences often come from looking at familiar challenges through entirely new lenses.

This requires more than brainstorming sessions—it demands developing a systematic approach to creative thinking that permeates your entire organization.

💡 Consider how Intuit revolutionized tax preparation by applying design thinking principles typically used in consumer products. They didn't just digitize tax forms—they reimagined the entire experience from the perspective of customer emotion and journey.

By focusing on reducing anxiety rather than just streamlining processes, they transformed a dreaded annual chore into something remarkably different.

The firms that will lead tomorrow are those building innovation capabilities across every client touchpoint today.

🚨 CXps 2025 is just around the corner — and there's still time to register!

This year’s keynote speaker, Carla Johnson, will deliver a powerful message for firms ready to move beyond the status quo. She’ll unveil a proven framework that transforms creative thinking into your firm's sustainable competitive advantage.

If you're ready to unlock true innovation—not just new ideas, but a new way of thinking—CXps 2025 is where it starts.

📅 Date: June 12-13, 2025
*Bonus Client Feedback Tool (CFT) User Group June 11
📍 Location: Wyndham Grand Rio Mar Resort | Rio Grande, Puerto Rico
🔗 Secure Your Spot Now: https://hubs.li/Q03qVY6W0
💥 Need a Discount Code? Email [email protected] to get exclusive savings

The most successful firms in any industry don't just solve problems, they imagine new possibilities. They understand tha...
05/30/2025

The most successful firms in any industry don't just solve problems, they imagine new possibilities. They understand that innovating the client experience isn't just about what you do, but how you think about what you do.

This means you have to develop a mindset that constantly looks for opportunities to make things better. Every. Little. Detail.

By fostering a culture that values both analytical and creative thinking, these firms create experiences that don't just meet what clients need, they go above and beyond in ways their clients never could have imagined.

💡 Consider Reaktor's approach to digital consulting. This Finnish firm reimagined the traditional consulting model by embedding teams in client organizations and fostering creative problem-solving at every level. Working shoulder to should led to everyone developing more innovative and sustainable solutions.

At CXps 2025, keynote speaker Carla Johnson will reveal how to RE:Think Innovation to craft experiences that consistently wow and enchant your clients.

There is still time to register - make sure you've locked in your spot today!

📅 Date: June 12-13, 2025
*Bonus Client Feedback Tool (CFT) User Group June 11
📍 Location: Wyndham Grand Rio Mar Resort | Rio Grande, Puerto Rico
🔗 Secure Your Spot Now: https://hubs.ly/Q03pZVyX0
💥 Need a Discount Code? Email [email protected] to get exclusive savings!

🚨 There’s still time to register! 🚨Join us tomorrow for a powerful, forward-looking conversation you won’t want to miss....
05/28/2025

🚨 There’s still time to register! 🚨
Join us tomorrow for a powerful, forward-looking conversation you won’t want to miss.

🔥 Curating Insights: A Fireside Chat on the Future of Client Experience in Professional Services
In a rapidly evolving market, client expectations are higher than ever. How can firms adapt, elevate, and lead through exceptional client experience?

This exclusive webinar brings together CX experts and professional services leaders to explore:
✅ Emerging trends reshaping the client journey
✅ Real-world strategies that drive client loyalty and retention
✅ The role of data, feedback, and innovation in crafting standout experiences
✅ What the next generation of client experience looks like—and how to prepare

🎙️ Whether you’re a CX champion, firm leader, or simply curious about where the industry is headed, you’ll walk away with practical insights and bold ideas you can put into action.

🗓️ Date: Thursday June 29, 2025 @ 9am PT | 12pm ET
🔗 Reserve your seat now: https://hubs.li/Q03pj_S00
🎥 Can't make it live? No worries - we'll be sending a recording of the conversation to everyone who registers.

🚨 Your clients are already having an experience with your firm—every day. The question is: Are you shaping it on purpose...
05/23/2025

🚨 Your clients are already having an experience with your firm—every day. The question is: Are you shaping it on purpose?

You believe in the power of Client Experience (CX). Now it’s time to help your team see it, own it, and deliver it—every project, every interaction, every time.

In our latest blog post, we break down:

✅ Why CX starts with mindset
✅ How to make CX part of everyday team conversations
✅ Real-world strategies from firms creating CX culture that sticks
✅ The role of structured client feedback in advancing the CX mindset

If you’re ready to move from firefighting to forward-thinking, this is for you.

👉 Read the full article: https://hubs.li/Q03n-g9P0

Make Client Experience (CX) a team-wide mindset with practical strategies that build consistency, empathy, and client-focused habits.

Innovation isn't a separate department in successful firms. It's actually a mindset that's nurtured and woven into every...
05/22/2025

Innovation isn't a separate department in successful firms. It's actually a mindset that's nurtured and woven into every level of client interaction. Creativity gives us the power to reshape what people expect and redefine what's possible.

For the experiences we create for customers, this means developing an environment where every team member feels they have the skills and freedom to think creatively about how they can always up-level the client experience.

When we combine what we know about our industry with our natural imagination, we create a powerful foundation for experiences that surprise and delight people.

The most innovative firms understand that their greatest asset isn't just what they know—it's their ability to use what they know in new and unique ways.

💡 For example, take a look at how the service design firm Livework Studio approaches how they solve problems...

Beginning as a small London consultancy, they pioneered ways to design how they delivered their services. In fact, they did such an amazing job that many have now become industry standards. That's a sweet example of how creative thinking can turn into entirely new professional service categories.

Learn more about how your firm can create exceptional customer experiences from our keynote speaker, Carla Johnson, at CXps 2025!

📅 Date: June 12-13, 2025
*Bonus Client Feedback Tool (CFT) User Group June 11
📍 Location: Wyndham Grand Rio Mar Resort | Rio Grande, Puerto Rico
🔗 Secure Your Spot Now: https://hubs.li/Q03nR3hr0
💥 Need a Discount Code? Email [email protected] to get exclusive savings

🚨 There’s Still Time to Register! 🚨Client experience (CX) is no longer optional—it’s the competitive edge professional s...
05/22/2025

🚨 There’s Still Time to Register! 🚨

Client experience (CX) is no longer optional—it’s the competitive edge professional services firms need to thrive in a rapidly shifting landscape.

Join Eric Gregg (Founder & CX Strategist at ClearlyRated) and Ryan Suydam (Founder of Client Savvy & CX Architect at ClearlyRated) for a candid fireside chat on the state of CX in professional services.

🎙️ They’ll unpack:
✅ The CX revolution in industries like A/E/C, staffing, legal, accounting, and consulting
✅ Emerging trends shaping client expectations
✅ What it takes to become irreplaceable to your clients

👉 Don’t miss this conversation! Register now to attend live or get the recording and slides afterward.
🔗 https://hubs.li/Q03nPhXG0

🚨 Still time to register for CXps 2025! Client expectations are evolving—fast. If you're in professional services and st...
05/20/2025

🚨 Still time to register for CXps 2025! Client expectations are evolving—fast. If you're in professional services and still treating Client Experience (CX) as a "nice-to-have," you're already behind. CXps 2025 is where growth-focused leaders come to turn CX into a strategic advantage.

💡 Learn what’s actually working—from firms doing the work
🛠️ Join hands-on workshops that turn insight into action
📈 Walk away with strategies that drive measurable results
📜 Earn CPSM CEUs
👥 Build connections with the industry’s most forward-thinking professionals

Whether you're a CEO, HR leader, or CX champion, this is your chance to lead real transformation in your firm. Let’s reshape how professional services deliver value—together. See you in Puerto Rico!

📍 June 12–13, 2025 | Wyndham Grand Rio Mar Resort, Puerto Rico
🎉 Plus: Exclusive Client Feedback Tool (CFT) User Group on June 11
🔗 Secure your spot today: https://hubs.li/Q03np26m0
🎁 Want a discount? Email [email protected]

We’re grateful to the team at RLF for the opportunity to have our very own Tim Asimos speak on The Power of Client Liste...
05/15/2025

We’re grateful to the team at RLF for the opportunity to have our very own Tim Asimos speak on The Power of Client Listening this week! 🎙️

Tim shared actionable insights on how refining our ability to listen can elevate every aspect of the client experience—a message that resonated deeply with RLF’s ongoing commitment to client-centric excellence.

It was inspiring to see how RLF is putting this into practice through their Client Experience Journey Initiative, using client feedback to uncover pain points, improve communication, and transform challenges into long-term trust.

Thank you, RLF, for your thoughtful engagement and hospitality. We’re proud to support firms like yours who lead with intention and listen with purpose.

In B2B relationships, the difference between a good connection and an exceptional one usually come from us being able to...
05/15/2025

In B2B relationships, the difference between a good connection and an exceptional one usually come from us being able to jump on things that others miss.

When teams embrace creative thinking, they're able to transform interactions with customers from ones that feel rote and routine into absolutely delightful ones that build emotional relationships that last for years.

This isn't about grand gestures—it's about consistently applying your imagination to every aspect of the journey your client is on.

💡 Consider how Happy Ltd, a UK-based IT training company, transformed their corporate learning experience. They saw well beyond traditional training and jumped into creating a joy-centered learning approach, which challenges the conventional (and boring) approach to corporate education.

Their success comes from reimagining what workplace learning could be, and making it something that people actually enjoyed and looked forward to.

The most successful firms understand that innovative thinking is both an art and a science. And it needs both analytical rigor and creative vision to find and seize opportunities to differentiate your firm in a way that has meaning for both you and your clients.

Our keynote speaker for this year's CXps Conference, Carla Johnson will teach you how to come up with experiences that continually surprise and delight your clients!

📅 Dates: June 12-13, 2025
📍 Location: Wyndham Grand Rio Mar Resort | Rio Grande, Puerto Rico
🔗 Secure your spot now - Register here: https://hubs.li/Q03mPK9F0
💰 SAVE BIG! Email [email protected] for your registration discount code!

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500 Westover Drive #19970, Sanford, NC, 27330
Raleigh, NC
27615

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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