Hear from leaders who launched their Client Experience programs—and are already reaping the rewards
In professional services, change often feels slow. Not this time. Three AEC firms—Parkhill, Hensel Phelps, and Marksmen General Contractors—recently launched Client Experience (CX) programs, starting with voice-of-client initiatives. In just months, they’ve turned feedback into action, skeptics into champions, and earned early ROI that’s reshaping how leadership views CX.
This isn’t theory. It’s real-world impact from leaders who rolled up their sleeves, championed CX internally, and proved that results don’t take years to materialize.
Listen this panel discussion, moderated by Ryan Suydam, CX Architect at ClearlyRated, to hear how they made it happen—what worked, what didn’t, and what you can take back to your own firm.
Moderator:
Ryan, Suydam CX Architect, Founder of Client Savvy, a ClearlyRated Company Connect on LinkedIn
Speakers:
Chance Medlock Business Development & Client Experience | Parkhill Connect on LinkedIn
Brian Skipper Corporate Director of Project Development | HENSEL PHELPS Connect on LinkedIn
Garrett McCullough Director of Marketing & Business Development| Marksmen General Contractors Connect on LinkedIn
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Date: March 4, 2026 | 9:00 AM – 4:00 PM (Networking happy hour to follow)
Location:
Hilton Kansas City Country Club Plaza 770 West 47th Street Kansas City, MO, 64112
Materials, snacks, and lunch provided
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 emerging 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 all the resources, tools, and guidance needed to take the next step
A draft CX Charter to align leaders and teams
A Voice of Client plan to capture actionable insights
An ROI framework that proves CX’s bottom-line impact
Tools you can implement the very next day
A peer network of CX leaders across the A/E/C, Accounting, and Legal industries
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 Debrief (90 min): Keep momentum going with accountability, coaching, and peer support.
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 pm - 6 pm 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. Secure your spot and take the lead in building client-first firms that thrive.
Meet Bootcamp Facilitator:
Ryan, Suydam CX Architect, Founder of Client Savvy, a ClearlyRated Company Connect on LinkedIn
Ryan serves as CX Architect at ClearlyRated. He is the founder of Client Savvy, which was acquired by ClearlyRated in 2025. He has coached over 650 organizations and over 30,000 professionals on the skills required to be “client savvy.” His clients are twice as likely to be recommended by their clients, three times as likely to realize above-average financial returns, and consistently attract and retain better employees. Ryan also founded and emcees the annual CX in Professional Services conference, bringing together hundreds of CX leaders across legal, accounting, AEC, and other professional services firms.
An encore presentation of the popular session from SMPS Amplify 2025.
Join our AEC CX Expert and Head of Growth, Tim Asimos, and Rohan Jawali, Founder of Joist AI, and learn how AEC marketers can harness data and client feedback to drive more strategic decisions and deliver standout experiences. You’ll learn how to move beyond basic metrics and transform past-pursuit analysis and project insights into smarter strategies that win work and build long-term relationships.
Client Experience (CX) is no longer a buzzword—it's becoming a core business function reshaping how AEC firms grow, compete, and thrive. For example, firms that measure ROI of CX are 94% more likely to have above-average growth and 113% more likely to have above-average profitability.
Yet industry-wide benchmarks and best practices have been elusive - until now. This exclusive webinar will unveil findings from a landmark research study conducted by Client Savvy, a ClearlyRated company, in partnership with the SMPS Foundation. Drawing from responses across the AEC landscape, this first-of-its-kind research report explores how firms are structuring, funding, and operationalizing CX initiatives—and more importantly, what the most successful firms are doing differently to achieve measurable results.
Join our AEC CX Expert and Head of Growth, Tim Asimos, and Michele Raftery, (SMPS) Foundation President and Principal at 4240 Architecture, as they dive deep into the report and extract the most impactful trends and benchmarks from the research.
What You'll Learn:
Why CX is becoming a core business function in the AEC industry.
Key CX indicators and benchmarks from a survey of AEC firms.
How top firms are planning, executing, and measuring the results of CX initiatives to increase customer satisfaction and drive growth.
Best practices from across the industry to help guide your firm, no matter where you are in your CX journey.
Much more!
Speakers:
Michele Raftery President | SMPS Foundation Principal | 4240 Architecture Connect on LinkedIn
Tim Asimos Head of Growth | Client Savvy, a ClearlyRated Company Connect on LinkedIn