Professional Services for AEC Firms
Take advantage of Client Perception Studies and Seller-Doer Training to gain client insights, drive meaningful change and sell more.
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What is a Client Perception Study?
Architecture
Engineering
Construction
Legal
Accounting
Technology
Consulting
And More
A Client Perception Study is a strategic, electronic survey-based research process that gathers and analyzes client feedback and sentiment about their experience with your professional services firm. It goes beyond basic satisfaction metrics, offering deep insights into client expectations. Through this process, you can identify potential risks, uncover opportunities for cross-selling and referrals, and gain a clear snapshot of how your firm is perceived.
The study’s analysis of client sentiment serves as the foundation for building stronger relationships and is an essential part of a broader Voice of the Client (VoC) program, which collects ongoing feedback throughout the client journey to drive continuous improvement.
Unlock Powerful Insights for Growth with our Baseline Client Perception Study
Understanding how clients perceive your firm is essential to sustaining long-term success in today's competitive landscape. A Client Perception Study, also known as a Client Sentiment Analysis, provides your firm with actionable insights, helping you uncover valuable feedback, strengthen client relationships, and position yourself for future growth. This comprehensive study is not just about gathering data—it’s about driving meaningful change and fostering a truly client-centric culture.
24%
of clients have a complaint that they have not yet brought to your attention
Collecting client feedback is crucial for uncovering hidden complaints, enabling firms to address underlying issues and enhance the client experience.
7%
of clients are actively looking to find a new service provider
Client feedback helps you understand client sentiment and identify at-risk clients, so you can take proactive steps to strengthen relationships and improve retention.
80%
of professional services CEOs believe they are delivering an above-average CX
Many firms assume they already know what their clients think, dismissing the value of feedback to truly understand actual client perceptions.
8%
of clients believe their professional services partner is delivering an above-average CX
A significant gap exists in meeting client expectations, and client feedback is essential to uncover where disconnects exist and how to address them.
what to expect
Our Client Perception Study Deliverables
Client Savvy delivers a comprehensive set of insights and tools to help you maximize the value of your client feedback.
Kick-Off Consultation
We start with a collaborative session to confirm goals and objectives, define roles, and identify key data sources.
Customized Survey Design
We work with your team to tailor survey questions that resonate with your client base and ensure maximum engagement.
Data Collection & Execution
We manage the entire process, including data management and administering the survey, all branded with your firm’s identity.
Real-Time Alerts & Reporting
Throughout the process, we can notify your team of key responses, allowing for immediate action where necessary.
In-Depth Analysis
Our experts aggregate the data and provide a detailed analysis, including benchmarks against best-in-class industry peers.
Consulting Sessions
You’ll receive up to three virtual sessions to help interpret the data, identify trends, and create actionable strategies to improve.
CX Strategy
What is Seller-Doer Training?
Seller-doer training is professional development that equips your employees with the expertise they need to provide excellent client experience. In addition to making it easier to sell to a client that has had a positive experience, it can help your team members learn how to manage difficult conversations, navigate client objections, and close more sales.
The average participant in seller-doer training captured $1.8 million in new sales in the first 90 days.
seller-doer
Seller-Doer Training: A Process That Doesn't Feel Like Selling
Studies show that great client experience leads to higher customer retention rates, increased word-of-mouth marketing, and more loyal customers.
With our seller-doer training process, we teach doers how to have the appropriate conversations to drive growth. We train your team how to react to feedback once it's received, further nurturing clients that are already happy with your services.
Once a loyal customer, they may say they're likely to recommend you, but will they? And how do you encourage them without a hard sales pitch?
We help you identify and understand the clients that love you through feedback tools and promoter identification. If your sales team goes in front of clients who are already happy, the chances of rejection are far less.
We create a process to sell to these happy clients that doesn't feel like selling. It's an authentic offer to help further and ask for a referral without coming across as a sale.
We add accountability, so the amount of revenue obtained is tracked and can be analyzed to determine a success rate.
Ready to Strengthen Your Client Experience?
Join leading AEC firms using the Client Savvy Platform to drive excellent CX, differentiate, and create growth.
