Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service

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.

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

Major Topics
  • 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

Advanced Preparations


Who Should Attend

Professionals in a leadership, supervisory or managerial position

Fields of Study
Communications and Marketing


Prior experience working with customers to achieve a higher level of customer satisfaction

Business Learning Institute

CPE Credits


This course is available for your group as:


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