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Anticipate Client Needs: Beyond Best Practices in Client and Customer Service

  • 07/19/2021
  • 11:00 AM - 12:00 PM



Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street. Clients are demanding more value, and wanting a shift from reactive reporting to real time services. In the future, the customer experience will be measured by value, contribution, impact and sustainability.

Topics Discussed:

  • Methods for defining the client and what their needs are 
  • Setting business strategy to build loyalty 
  • The difference between Customer Service and Customer Experience 
  • Tactics for building a deeper relationship with clients, including personal branding

Designed For: Professionals in a leadership, supervisory or managerial position.

Learning Objectives: 

  • Differentiate between customer service and customer experience 
  • Recall the three levels of customer relationships 
  • Recognize core organizational and cultural decisions that build a sustainable culture of good customer experience 
  • Recall key points of the Herzberg’s Motivational Theory 
  • List techniques for delivering great customer experiences

Level: Intermediate

Instructor: Karl Ahlrichs

Developer: AICPA

CPE Credits: 1

Area of Study: Communications and Marketing

Prerequisite: None

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