Virtual Campfire: CX: Client Feedback

Ready to turn client feedback into your secret weapon? Join our lively roundtable where we’ll uncover the art of gathering, analyzing, and acting on client insights. Learn how to transform feedback into actionable strategies that drive client satisfaction and business growth. This session promises to be dynamic and interactive, perfect for marketing pros eager to elevate their client relationships. Don’t miss out on this chance to spice up your approach and share your experiences with fellow CX innovators!

SMEs

Jennifer Carro – Director of Client Experience & Insight Strategy, CBIZ

As the Director of Client Experience & Insight Strategy at CBIZ, Jennifer heads the organization’s client experience program and market intelligence efforts. She has successfully launched sustainable CX initiatives for professional services firms by capturing actionable client insights, applying innovative service approaches and fueling client-centric transformation. For more than a decade, Jen has worked in collaboration with, and served as a resource to, business leaders in the development and execution of client retention activities and growth strategies. She has a passion for developing high quality service delivery that enables revenue growth and fuels strong client relationships.

Eric Greg – Founder, ClearlyRated

Eric Gregg is the founder of ClearlyRated and a nationally recognized strategist on client and employee experience in professional services. With more than 20 years of research expertise, Eric and his team have analyzed over 7 million surveys to uncover what drives engagement and loyalty across leading accounting, legal, recruiting, and insurance firms.

Through ClearlyRated, Eric created the Best of Accounting® program, which transforms client and employee feedback into verified ratings and testimonials—setting the industry benchmark for service excellence and helping top firms in North America stand out. He holds an MBA from the University of Virginia’s Darden School of Business and a B.S. in Marketing with a Statistics minor from Montana State University.

Outside of work, Eric is passionate about family, the outdoors, and adventure—spending his free time hiking, camping, and cycling with his two spirited children.

Facilitators

• Alyson Fieldman, Stambaugh Ness
• Kelsey Brewer, McGuire Sponsel