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SUMMARY:Unlocking Client Insights: Turning Feedback into Strategic Advantage [FULLY BOOKED]
DESCRIPTION:The aim of this workshop is to help MBD professionals understand the critical role client listening and research play in shaping marketing strategies, driving business development, and enhancing client experience. By exploring practical tools and systems, participants will learn how to gather, interpret, and act on client insights to strengthen relationships, improve retention, and uncover new opportunities for growth.\nBy the end of this workshop, participants will be able to:\n\n– Explain why client listening is essential for competitive advantage in professional services.\n– Identify different sources and types of client research and evaluate their strengths and limitations.\n– Understand how to integrate client feedback into marketing, business development, and client experience initiatives.\n– Assess their firm’s current client listening systems and identify areas for improvement.\n– Develop a roadmap for implementing or enhancing client research processes, including building a business case and managing pilots.\n– Apply best practices to overcome common obstacles and ensure compliance with confidentiality and regulatory requirements.\n\nContent Overview\nThe workshop is divided into three key parts:\n1. The Role of Client Listening in Growth and Experience\n\n– Why focusing on client needs matters\n– Overview of research methods: surveys, post-matter reviews, testimonials, online reviews, interviews\n– Different mechanisms to score performance. (e.g. NPS)\n– Understand qualitative vs. quantitative insights\n– How client feedback supports satisfaction, retention, and cross-selling\n\n \n2. Build or Enhance Client Listening Systems\n\n– Typical systems used in law, accountancy, and property firms, with case studies\n– Audit existing feedback processes and align them with firm and team needs\n– Create a compelling business case for investment and explain benefits to leadership\n– Select external advisors, structure pilots, and leverage data effectively.\n\n \n3. Practical Ideas and Q\n\n– Overcome common challenges and gain buy-in\n– Navigate confidentiality and regulatory issues\n– Best practice tips and tools, including AI solutions\nQ&A and summary\n\nPricing\nFirst attendee £270 +VAT\nSecond attendee £260 + VAT\nAll subsequent attendees £250 + VAT\nCancellations/Substitutions\nDue to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + VAT will be incurred per person). Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.\nEligibility\nThis training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.\n
URL:https://pmforum.co.uk/events/unlocking-client-insights-turning-feedback-into-strategic-advantage/
ORGANIZER;CN=PM Forum:MAILTO:
CATEGORIES:Half-day online workshop
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://pmforum.co.uk/wp-content/uploads/2025/11/Unlocking-Client-Insights_-Turning-Feedback-into-Strategic-Advantage.png
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