Standing Up CX Governance: A Practical Guide for First-Timers

This is a comprehensive, how-to playbook for weaving client feedback into every stage of pursuit so selection committees experience your responsiveness before award. It draws from conversations with industry leaders, our CX workshops, and prior research and whitepapers.

When implemented well, these practices have proven to increase proposal win rate by 50% or more.

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Organizations that put the customer at the center of everything grow faster, reporting 41% higher revenue growth , 49% stronger profit growth, and 51% better customer retention than their less customer-focused peers. And it doesn’t stop there. A strong CX program turns satisfied clients into repeat business, steady referrals, and new cross-sell opportunities.

In this guide, we’ll see how an effective accounting firm's CX strategy can help your firm exceed expectations, build trust, and improve client experience at scale.

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If you run an accounting firm, managing your online reputation can sometimes feel challenging. But you don’t need to do everything at once to stay on top of it. With the right tools and a clear process, you can reply fast, track what people say, and protect your firm’s image before minor issues turn into bigger ones.
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In this guide, we’ll break down everything about an accounting firm's online reputation management, including what it actually involves, why it matters, and what steps help you keep your reputation strong.

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Client Experience (CX) is best taught not through PowerPoints or lectures, but by living it. A CX excursion takes employees out of the office and immerses them in someone else’s designed experience—good, bad, or somewhere in between. The goal? To train, inspire, and equip teams to understand, diagnose, and improve the experiences they deliver to clients. Think of it as “fieldwork for empathy.”

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Learn how to choose the right software for collecting and acting on client feedback at your firm.

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A strategic imperative for AEC firms to drive growth, retention, and competitive advantage - and elevate the client experience.

In the AEC industry, client experience (CX) isn't just about delivering high-quality work - it's about how that work is delivered, communicated, and supported. Today's market rewards firms that listen, learn, and adapt in real-time. And at the center of that evolution is project-based client feedback.

This guide presents a compelling business case for structured, ongoing client feedback in AEC. We explore how leading firms are using real-time feedback not just to improve relationships - but to drive growth, retention, differentiation, and operational efficiency.

If you are an executive or a decision-maker looking for ways to future-proof your firm, this strategy can no longer be considered optional.

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Who is this guide for?

• Have you heard about the Net Promoter® Score and want to learn more?
• Perhaps you have a different survey program in place and are considering a switch to NPS...
• Or maybe you're already using NPS and want to learn how to best leverage it...

What's inside?

ClearlyRated's NPS Guide for Accounting Firms can help you better understand the Net Promoter Score and its unique value in the accounting industry. This document offers a guide for deploying your NPS survey initiative, as well as how to understand your results and leverage feedback in a way that maximizes long-term ROI, client satisfaction, and revenue. Inside you'll find:

• An overview of the Net Promoter Score - what it is and how it's calculated.
• A look at NPS trends in the accounting industry - how clients have ranked their accounting firms year-over-year.
• The multi-faceted benefits that accounting firms and other professional service providers gain from utilizing NPS.
• Common mistakes to avoid when utilizing NPS at your firm.
• Field-tested practices for maximizing the value of your NPS initiative.

Download your free copy now by completing the form to your right!

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This guide explores practical and strategic ways AEC firms can harness client feedback to elevate brand positioning, win more work, improve planning, and drive sustainable growth.

Download your copy now

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Who is this guide for?

• Have you heard about the Net Promoter® Score and want to learn more?
• Perhaps you have a different survey program in place and are considering a switch to NPS...
• Or maybe you're already using NPS and want to learn how to best leverage it...

What's inside?

ClearlyRated's NPS Guide for PEO firms can help you better understand the Net Promoter Score and its unique value in the PEO industry. This document offers a guide for deploying your NPS survey initiative, as well as how to understand your results and leverage feedback in a way that maximizes long-term ROI, client satisfaction, and revenue. Inside you'll find:

• An overview of the Net Promoter Score - what it is and how it's calculated.
• A look at NPS trends in the PEO industry - how clients have ranked their PEO firms year-over-year.
• The multi-faceted benefits that PEO firms and other professional service providers gain from utilizing NPS.
• Common mistakes to avoid when utilizing NPS at your firm.
• Field-tested practices for maximizing the value of your NPS initiative.

Download your free copy now by completing the form to your right!

Your firm's online reputation significantly impacts its growth, influencing its ability to attract new clients and even enhance its internal employee staffing efforts by attracting highly skilled professionals.

Looking to ensure your firm has the stellar online reputation it needs for success? This comprehensive playbook provides a step-by-step guide to help you achieve just that.

Here's what you'll discover inside:

• How to effectively manage your brand's online presence by leveraging rating sites.
• How to establish a streamlined process for promptly responding to all reviews.
• How to request online reviews from your clients.  
• Why invest time and effort into enhancing your client experience?

Get your hands on this essential resource today and take control of your firm's online presence!