Experience Management Resources

Congratulations - you won! Now what?

Winning is only half the battle, now it's time to ensure that your stakeholders and future customers will know about it beyond the February winner announcements! Join ClearlyRated VP of Customer Success, Bridget Harper for a 30-minute webinar dedicated to helping you enhance the value of your win.

Topics include:

• Tips and tricks for showcasing your win 
• Data points you can use to humblebrag on the rarity of your win
• Inspiration from other winners and creative ways to prove your excellence
• An opportunity to have your questions answered 

Speaker:

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Bridget Harper

VP of Customer Success

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After a challenging past 2 years in staffing, most in the industry are forecasting renewed growth in 2025. However, savvy firms recognize that growth is predicated on their ability to successfully navigate economic uncertainty, changing demographics and emerging technologies including powerful AI models. 

Join ClearlyRated Founder and CX Strategist, Eric Gregg, in a conversation with Danny Ashraf, CareerBuilder + Monster’s longest tenured staffing industry expert, and Noah Yosif, Chief Economist for the American Staffing Association. Together they will share insights, trends, and predictions for the year ahead, as well as pragmatic advice for how your firm can stay ahead of the competition.

In this insightful webinar, you will:

• The latest economic data and trends likely to impact the industry in 2025
• How top firms are utilizing AI models to maximize the impact of their firm’s client and candidate data
• Keys to maximizing the client and candidate experience to unlock additional growth
• What to expect in 2025 and how to prepare your firm to take advantage of key trends to achieve your growth goals

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Speakers:

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Eric Gregg

Founder & CX Strategist, ClearlyRated

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Danny Ashraf

Director of Sales, CareerBuilder+Monster

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Noah Yosif

Chief Economist & Head of Research,

American Staffing Association

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Many thanks to our sponsors:

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Client expectations are evolving rapidly, and professional service firms must adapt to stay competitive. Join ClearlyRated Founder and CX Strategist, Eric Gregg, as he unveils the latest  CX trends shaping the future of client experience. Discover how to leverage these insights to drive growth, boost client retention, and position your firm for long-term success.

Key Takeaways:

• The top client experience trends impacting professional service firms
• How to measure and improve client satisfaction
• Strategies for building strong client relationships
• The role of technology in enhancing client experiences
• Actionable steps to implement a world-class client experience program

Presenter

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Make sense of the last 2 years of staffing economic headwinds and what it means for growth in 2025 and beyond. In this interactive, fast-paced session, noted industry speaker, Eric Gregg will help make sense of the industry data, and share insights into proven strategies for accelerating growth during uncertain economic times. This session will be a must attend for you and your leadership team as you solidify your 2025 business plan.

Key Takeaways:

• The industry trends most impacting the staffing industry and your firm.
• Key solutions to help your firm grow during uncertain economic times.
• Techniques to differentiate your firm and break through the noise.
• Insight into how buyers decide which staffing firms to utilize and why they buy.

Moderator

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

The perception often is the shelf life of company founders comes with an expiration date as it relates to leading and scaling from start-up to a large company. But many founders, across many industries, have bucked this trend. But what are the skills needed to transition from high-growth startup to sustainably growing enterprise? While hiring a new CEO might not be necessary, evolving to a CEO mindset is.

In this session, four staffing industry founders representing four different staffing industry segments share their stories evolving from founders to CEOs of large staffing companies. They’ll describe their experiences and lessons learned successfully leading alongside private equity partners, their mindset in making the decision to do so, and what it took to position their organizations to combined market valuations and multiple exits in excess of $2 billion.

Moderator

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join one of the industry’s leading voices on buyer behavior and client experience, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of accounting buyers and how firms can best position themselves for growth in 2025 and beyond.

The ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your accounting firm now and in the future.

What you'll learn:

• How buyers of accounting services make decisions about which firms to use, and how your firm can stand out
• How economic uncertainty impacts satisfaction and how best to create client loyalty
• What current clients wish their accounting firm contacts would do differently, and how top firms outperform
• How new and emerging technologies have altered the buying decisions of accounting clients

We'd like to thank our research sponsor:

Speaker

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join one of the industry’s leading voices on buyer behavior and client experience, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of legal buyers and how firms can best position themselves for growth in 2025 and beyond.

The ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your law firm now and in the future.

What you'll learn:

• How buyers of legal services make decisions about which firms to use, and how your firm can stand out
• How economic uncertainty impacts satisfaction and how best to create client loyalty
• What current clients wish their law firm contacts would do differently, and how top firms outperform
• How new and emerging technologies have altered the buying decisions of legal clients

Speaker

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

For the past 2 years, staffing firm growth has been mired by one of the longest industry recessions ever recorded. Join one of the industry’s leading voices on buyer behavior, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of the hiring manager and how staffing firms can best position their firms for growth in 2025 and beyond.

For the 15th straight year, the ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your staffing firm now and in the future.

What you'll learn:

• How the value proposition of staffing is changing, and how best to get new orders in today’s environment
• How hiring managers and HR leaders decide which staffing firm to utilize, and how your firm can stand out in the process
• How economic uncertainty impacts client satisfaction and how best to create loyalty
• How has new and emerging technology changed the talent acquisition process for organizations

Speaker

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join ClearlyRated founder and CX strategist, Eric Gregg for a fast-paced, 30-minute discussion of how Best of Accounting firms leverage the program to outpace the competition.

More than just a survey, learn how ClearlyRated is helping firms unlock growth through better service, stronger social proof, and improved reputation, with the industry's largest database to benchmark your performance.

What you'll learn:

• The role that CX has in accelerating accounting firm growth
• How the Best of Accounting designation is earned, and how the program impacts growth
• Simple tools for improving retention and increasing expansion
• How to turn client testimonials into new opportunities

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

With industry revenue on the decline the past two years in staffing, growth has been challenging for many firms. Join ClearlyRated founder and CX strategist, Eric Gregg for a fast-paced, 30-minute discussion of how Best of Staffing® firms leverage the program to outpace the competition.

More than just a survey, learn how ClearlyRated is helping firms unlock growth through better service, stronger social proof, and improved reputation, with the industry's largest database to benchmark your performance.

What you'll learn:

• The role that CX has in accelerating staffing firm growth
• How the Best of Staffing designation is earned, and how the program impacts growth
• Simple tools for improving retention and increasing expansion
• How to turn client and talent testimonials into new opportunities and new job orders

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

In today’s competitive legal landscape, the key differentiator isn’t just your firm’s legal prowess—it’s the quality of the client experience (CX) you provide. For law firm partners, CMOs, and business development leaders, the ability to measure and enhance CX is a powerful growth catalyst.

Join us for a compelling session featuring a panel of industry experts who have have firsthand experience with the intricacies of client experience initiatives and measurement.

Moderated by ClearlyRated Founder and CX Strategist, Eric Gregg, the discussion will include insights from Judy Bodenhamer, Managing Director at Client Experience Group, and Lisa M. Simon, Chief Marketing and Business Development Officer at Holland & Hart LLP. This interactive session will equip you with actionable insights and proven strategies.

What you'll gain: peer wisdom and proven strategies.

• Roadmap to Successful CX Initiatives: Discover the essential steps to effectively launch and manage a client experience initiative in your firm.
• Avoid Common Pitfalls: Learn from the missteps and challenges our panelists have faced, so you can navigate your own CX journey more smoothly.
• Actionable Client Feedback: Uncover the most effective techniques for collecting, analyzing, and acting on client feedback to drive tangible improvements.
• Calculating and Proving ROI: Gain insights into how to measure the return on investment for your CX efforts, convincing stakeholders of its critical value.
• Interactive Q&A: Engage directly with our panelists to ask questions and share your experiences, ensuring personalized learning and the fostering of industry connections.

Whether you’re spearheading a new CX initiative or looking to refine your existing strategy, this webinar offers invaluable insights from those who’ve successfully navigated the path to CX excellence.

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

In the ever-competitive world of accounting, standing out requires more than just exceptional technical expertise—it demands an unparalleled client experience (CX). For marketers, partners, and business development leaders at accounting firms, this challenge is an opportunity to innovate and drive growth. That’s why our upcoming webinar is the perfect chance to dive into best practices from those leading the charge in CX excellence.

Join us for an in-depth discussion featuring a panel of industry leaders from top-performing accounting firms who have successfully implemented CX initiatives and seen transformative results.

Our expert panelists, Sarah Cirelli, Chief Marketing Officer at Grassi Advisors & Accountants, and Suzanne Reed, Chief Marketing Officer at LBMC, are seasoned professionals from leading accounting firms who have been in the trenches of client experience initiatives. Moderated by ClearlyRated Founder and CX Strategist, Eric Gregg, this conversation will delve into the practices, strategies, and mindsets that have propelled their firms to the forefront of client experience excellence.

What you'll gain: peer wisdom and proven strategies.

• Roadmap to Successful CX Initiatives: Discover the essential steps to effectively launch and manage a client experience initiative in your firm.
• Avoid Common Pitfalls: Learn from the missteps and challenges our panelists have faced, so you can navigate your own CX journey more smoothly.
• Actionable Client Feedback: Uncover the most effective techniques for collecting, analyzing, and acting on client feedback to drive tangible improvements.
• Calculating and Proving ROI: Gain insights into how to measure the return on investment for your CX efforts, convincing stakeholders of its critical value.
• Interactive Q&A: Engage directly with our panelists to ask questions and share your experiences, ensuring personalized learning and the fostering of industry connections.

Whether you’re spearheading a new CX initiative or looking to refine your existing strategy, this webinar offers invaluable insights from those who’ve successfully navigated the path to CX excellence.

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Are your customers truly content with the service they’re receiving? When was the last time you asked them for feedback?

Join Cris Schulz, Director of Business Development at ClearlyRated, and delve into CX best practices and insights to elevate your customer experience game.

Drawing from proprietary data into satisfaction drivers for insurance firms and Net Promoter® Score (NPS) benchmarks, this session is a must-attend for insurance providers looking to unlock the full potential of their client relationships. Don’t miss this opportunity to learn CX best practices to drive exceptional customer experiences and business growth.

What you’ll learn:

• The latest insurance industry NPS® benchmarks
• Highlights from ClearlyRated’s proprietary research into what drives satisfaction for insurance buyers
• The connection between client and internal employee experience and business growth for insurance firms

Presenter

Cris Schulz, Director of Business Development

With 25 years’ experience in sales and marketing for B2B companies, Cris brings a pragmatic approach to ClearlyRated’s industry-leading research for insurance companies. As a former President of the American Marketing Association’s Oregon chapter, Cris is adept at translating research trends into sales and marketing techniques that help insurance companies outgrow their competitors. Backed by data from more than 7 million verified ratings and two decades of B2B industry research into what drives client satisfaction, Cris’ sessions are fact-based and high energy, with tangible steps to immediately impact the firms she works with.

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Join ClearlyRated’s CEO Eric Gregg for this quick-hit 30-minute webinar as he reveals brand new research, including the latest NPS® benchmarks for the staffing industry and highlights from our Industry Benchmark Study. Get a sneak preview of our upcoming report, and gain insight into the minds of staffing buyers and candidates.

What you'll learn:

• The latest research on NPS benchmarks for staffing and recruiting agencies
• Key factors influencing staffing buyer decisions
• The drivers of satisfaction for staffing buyers and candidates
• Strategies to elevate client experiences from satisfaction to loyalty
• The evolution of CX to always-on experience management

Empower your firm with actionable insights into client expectations and learn how to craft exceptional client experiences that not only prevent churn but also pave the way for organic growth within your existing accounts.

Presenter

Eric Gregg, Co-Founder & CX Strategist
Connect on LinkedIn

With two decades of research experience in B2B professional services, Eric Gregg and his team at ClearlyRated have analyzed more than 6.7 million surveys with the goal of determining what drives success for professional services firms. Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join ClearlyRated’s CEO Eric Gregg for this quick-hit 30-minute webinar as he reveals brand new research, including the latest NPS® benchmarks for the legal industry and highlights from our Industry Benchmark Study. Get a sneak preview of our upcoming report, and gain insight into the minds of legal buyers.

What you'll learn:

• The latest research on NPS benchmarks for law firms
• Key factors influencing legal buyer decisions
  
• The drivers of satisfaction for legal buyers
  
• Strategies to elevate client experiences from satisfaction to loyalty
  
• The evolution of CX to always-on experience management

Empower your firm with actionable insights into client expectations and learn how to craft exceptional client experiences that not only prevent churn but also pave the way for organic growth within your existing accounts.

Presenter

Eric Gregg, Co-Founder & CX Strategist
Connect on LinkedIn

With two decades of research experience in B2B professional services, Eric Gregg and his team at ClearlyRated have analyzed more than 6.7 million surveys with the goal of determining what drives success for professional services firms. Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join ClearlyRated co-founders Eric Gregg and Nathan Goff in a must-attend, free webinar designed to help your firm master CX measurement. 

Armed with our latest research data, Eric and Nathan will guide you through the evolution of CX best practices. Learn how to overcome the hurdles that stop many firms from moving forward with CX measurement, and see how a dynamic system of ongoing, real-time visibility into customer health can help your firm grow faster. 

Dive into solutions for major challenges like:

• Securing leadership buy-in: Learn how to demonstrate the value of CX measurement to gain executive support.
• Overcoming decentralized client data: How to get started with client surveying, even if your contact information is scattered across multiple systems.
• Shifting employee perceptions: Educate your team on the positive outcomes of CX surveys, and foster a culture that values feedback.
• Enhancing customer satisfaction and loyalty: Harness the power of real-time CX visibility and accountability to cater to your clients' evolving needs and exceed their expectations.
• Unlocking strategic customer health insights: Go beyond basic metrics to dive deep into comprehensive, actionable insights that inform your CX strategy and drive meaningful improvements.

Presenters

Eric Gregg, Co-Founder
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Nathan Goff, Co-Founder
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Join us for a panel discussion tailored specifically for accounting firms with a merger or acquisition in the near future. Hosted by Eric Gregg, CEO & Founder of ClearlyRated, this webinar will provide you with practical tools and rich insights, drawn from key communication techniques and survey data applications.

You'll benefit from the unique knowledge of three accomplished industry veterans - Katie Tolin of Growth Partners, Alyson Fieldman of Rockit Results, and Jade Reichling of EisnerAmper, each with a successful track record in skillfully handling and assisting with mergers and acquisitions.

What you'll learn:

• How to leverage the power of timely communication to keep your clients, staff, and stakeholders confident and informed during the transition.
• Insights on how to extract and apply imperative data from client surveys before, during, and after the deal.
• The impact of starting your surveys early in the M&A process and how this critical step can shape the success of the transaction.
• Real-life scenarios where client experience tipped the balance in M&A outcomes.

Presenter

Eric Gregg, Co-Founder
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Join ClearlyRated's co-founder, Eric Gregg and Leslie Vickrey, CEO of ClearEdge, for a deep dive into key findings from the new Inside the Staffing Mindset report.

What you'll learn:

• The correlation between customers' satisfaction and their feeling of being "heard."
• The sources that staffing clients and candidates trust most when choosing a staffing firm.
• The important roles that the overall firm reputation and those of recruiters/account managers play in shaping perceptions and influencing decisions of clients and candidates.

Empower your firm with actionable insights into client expectations and learn how to craft exceptional client experiences that not only prevent churn but also pave the way for organic growth within your existing accounts.

Presenters

Eric Gregg, Co-Founder
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Leslie Vickrey, Founder & CEO
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