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DTSTART;TZID=Europe/London:20261022T093000
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CREATED:20260304
LAST-MODIFIED:20260304
PRIORITY:5
SEQUENCE:21
TRANSP:OPAQUE
SUMMARY:Unlocking Client Insights: Turning Feedback into Strategic Advantage
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.\nBook your place:\n\n				#wpforms-11071 {\n				--wpforms-field-size-input-height: 43px;\n--wpforms-field-size-input-spacing: 15px;\n--wpforms-field-size-font-size: 16px;\n--wpforms-field-size-line-height: 19px;\n--wpforms-field-size-padding-h: 14px;\n--wpforms-field-size-checkbox-size: 16px;\n--wpforms-field-size-sublabel-spacing: 5px;\n--wpforms-field-size-icon-size: 1;\n--wpforms-label-size-font-size: 16px;\n--wpforms-label-size-line-height: 19px;\n--wpforms-label-size-sublabel-font-size: 14px;\n--wpforms-label-size-sublabel-line-height: 17px;\n--wpforms-button-size-font-size: 17px;\n--wpforms-button-size-height: 41px;\n--wpforms-button-size-padding-h: 15px;\n--wpforms-button-size-margin-top: 10px;\n--wpforms-container-shadow-size-box-shadow: none;\n			}\n			Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Attendee details *FirstLastJob Title *Company Name *Company Email *Is your firm based outside  the UK? (for VAT purposes )YesSelect number of attendees1 attendee £2702 attendees £530.003 attendees £780.00Prices per attendees outside the UK: 1st attendee £270  2nd attendee £260  3rd attendee £250Select number of attendees1 attendee £270 plus VAT2 attendees £530.00 plus VAT3 attendees £780.00 plus VATPrices per attendees: 1st attendee £270 + VAT 2nd attendee £260 + VAT 3rd attendee £250 + VATAttendee details2nd Attendee Full Name, Job Title and Company EmailAttendee details3rd Attendee Full Name, Job Title and Company EmailHow do you want to pay? *By cardBy invoiceStripe Credit Card *Company Name *Issue invoice to this companyCompany Address *Address Line 1Address Line 2CityState / Province / RegionPostal Code--- Select country ---AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia (Plurinational State of)Bonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo (Democratic Republic of the)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Kingdom of)EthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIran (Islamic Republic of)IraqIreland (Republic of)Isle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic of)Korea (Republic of)KosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia (Federated States of)Moldova (Republic of)MonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth Macedonia (Republic of)Northern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan, Republic of ChinaTajikistanTanzania (United Republic of)ThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom of Great Britain and Northern IrelandUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVatican City StateVenezuela (Bolivarian Republic of)VietnamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCountryTotal£0.00Submit  \n
URL:https://pmforum.co.uk/events/unlocking-client-insights-turning-feedback-into-strategic-advantage-738/
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CATEGORIES:Half-day online workshop
LOCATION:Online
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