Presented by ClearlyRated - No Cost to Attend

Attendance, lunch and snacks are completely free of charge.

Why CX, Why Now?

‍It’s not just a buzzword, it’s a growth strategy. Firms that master CX build loyalty, win repeat business, and become the go-to partner in their markets. The challenge? Most firms don’t know how to define CX, measure it, or prove its ROI. That’s where CX Workshop comes in.

This program is built for marketers, business developers, and other emerging CX leaders who want to be seen as strategic drivers of growth inside their firms.

What You’ll Get:

A one-day, hands-on program designed for marketers and business developers ready to lead the CX charge inside their firms. You’ll walk away with:‍

• 112 page CX Workbook with everything needed for next steps
• CX Charter draft to align leaders and teams
• Voice of Client plan to capture actionable insights
• ROI framework that proves CX’s bottom-line impact
• Ready-to-use tools you can implement immediately
• Peer network of CX leaders across the AEC, Accounting, and Legal

How It Works

• Pre-Workshop Virtual Session (60 min): Get primed with the fundamentals of CX and tailor the content to your firm.
• In-Person Bootcamp (6 hrs): A mix of workshops, collaboration, and real-world application—30%+ of your day is hands-on.
• Post-Workshop Virtual CX Momentum Sessions (3, 45-min sessions): Keep momentum going with accountability, coaching, and peer support for three key topics from the bootcamp:
  

• Reviewing your CX Business Case
• Refining your Voice of Client Plan
• Revising Your CX Charter

Why Attend

Because your clients expect more, and your leaders demand proof. After CX Immersion, you’ll have the language, tools, and confidence to:
✔️ Lead CX conversations with authority
✔️ Show the ROI of experience-driven strategies
✔️ Position yourself as the CX expert inside your firm

We'll also be hosting a networking happy hour after the bootcamp from 4:30 - 6pm at The Gallery restaurant inside the Hilton KC Country Club Plaza. We hope you'll join us!

This isn’t another lecture, it’s an action-oriented Bootcamp. Expect to benchmark your firm’s CX maturity, map client journeys and identify quick wins, build governance models that embed CX into culture, learn how to turn feedback into loyalty and revenue, and prove ROI with tools your leaders can’t ignore.

Seats are limited and attendance is free. Secure your spot and take the lead in building client-first firms that thrive.