Amplify! Season 2 Episode 2
Focus on Creating a Client Experience

Aamplify - Season 2 Episode 2

with Katie Tolin

The Intersection of Marketing and HR for Accounting Firms

Focus on Creating a Client Experience -w- Katie Tolin

● Why does CX matter?
● How does this differ from client service?
● Where in the client lifecycle should firms be looking at the client experience?
● The voice of the client is important in the CX. What does that mean?
● Give me an example of someplace where we should be getting the voice of the client? [succession]
● What would a client experience look like around succession?