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Our Commitment

Client Savvy works with professional services organizations whose success depends on strong client relationships. Our commitment to our clients is to help them align their client experience (CX) strategy, implementation, and measurement initiatives with their top strategic priorities. Rather than “one more thing,” this integrated approach organically drives employee adoption and results in increased customer loyalty, client acquisition (and referrals), and sustainable growth. .

Our Team

You deserve a team with the expertise to guide you through the process of designing a Client Experience (CX) strategy that make sense for your firm. Our team has worked with clients of varying size, industry, and CX maturity levels. Together, we’ll create a plan you can integrate with your existing delivery system.

Our Services

We recognize that your team is busy balancing multiple priorities. Too many initiatives fail because they become ‘one more thing’ for your team to manage. What if your CX initiative could be integrated into your existing service delivery processes? Let us help you put together a plan of success for your firm.

Feedback Tool

Securing repeat work from your best clients is essential for your firm’s success. Has your firm every over-delivered in an effort to keep clients happy? What if you could know when you are giving more than your clients expect? See how our client feedback tool can give your team this valuable information.

Our Partners

Client Savvy partners with experts in the field of Client Experience (CX) to bring you holistic solutions to creating the CX strategy that works for you. These individuals and firms have demonstrated their ability to work in collaboration with Client Savvy and each other to provide the best outcomes for you.

Case Studies

Your firm is unique. Your strategic priorities, growth and revenue goals, and service delivery processes have built your firm’s culture. Still, there is a curiosity. How have others handled the challenges we face? Read Case Studies from our clients as they work to enhance the CX culture in their firms.

CXps Event

CXps is a community of individuals who recognize the importance to their firms of delivering a B2C-type experience to their clients. This group comes together to share their successes and struggles, to learn from the experts (and each other) and to come away with ideas to build the next step in their CX initiative.

Client Experience Blog Updates 


Turn your superstar DOERS into confident DOER-SELLERS! You want (and need) your highly successful project managers to generate sales opportunities for your firm. Your clients love them and the work they do. There is one problem though: many of these individuals are...


Increase referrals using Net Promoter Score

Has this ever happened to you? One of your clients says, “I’ll be happy to refer you to my colleague. You and your team have done a terrific job for us.” And then, NOTHING happens. Did they change their mind? Did they forget? It feels awkward to ask them why they...


Upcoming Speaking Events

(631) 209-7397

866 433 7322  |  6601 Six Forks Rd. Suite 130  |  Raleigh, NC 27615