– WEBINAR OnDemand –

Activating Client Feedback, the Data Lifecycle, and CRM for Accounting Firm Growth

Presented by Kat Kocurek, VP of Marketing for ClearlyRated,
and Michael Warren, VP of the CRM Practice for Wilson Allen

Why Watch this webinar?

Accounting firm leaders know that the client experience is a leading indicator of revenue health; and gathering feedback from clients is the fastest way to measure and improve that client experience. 

What many accounting firm leaders, marketers, and BDs don't realize is that the power of client feedback can scale dramatically based on the methodologies, frameworks, and systems that place feedback into the larger context of the data lifecycle.  

In this webinar, ClearlyRated's VP of Marketing, Kat Kocurek, is joined by Michael Warren, VP of the CRM Practice at Wilson Allen to discuss opportunities for accounting firm leaders to think systematically and strategically about how client feedback, the data lifecycle, and CRM implementation will inform firm growth.

Key Takeaways:

  • Explore the client feedback loop; including why your firm should elevate its importance in the client engagement life cycle.
  • Learn best practices for a Net Promoter Score client feedback program.
  • Understand client needs at a level that informs corporate strategy; and commit to acting on that information.
  • Use data-driven insight to better meet clients expectations for value.
  • Incorporate real-time client feedback into business analytics to inform strategies for growth. 

Presented in partnership with:

Wilson Allen_H_400

About the Presenters

Kat-1-737241-editedKat Kocurek is the Vice President of Marketing at ClearlyRated, a leading provider of client satisfaction surveys and service quality research for professional service providers. Kat leads ClearlyRated’s growth strategy and market research team, and conducts ClearlyRated’s annual Accounting Industry Benchmark Study to uncover the most pressing issues and opportunities faced by accounting firm leaders and marketers. The data her team uncovers details modern buyer behavior and client preferences, along with opportunities for accounting firms to differentiate and credibly boost firm reputation on service quality and the remarkable client experience.

Michael Warren headshot

Michael Warren, VP of Wilson Allen’s CRM practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them.