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Webinars
5 min read

The Future of DEI in Staffing: Addressing Today's Challenges, Building Tomorrow's Success

Diversity
Staffing
Research/Data
DEI
Churn
Staffing

Wednesday, April 16 @ 10am PT | 1pm ET

In today's dynamic environment, staffing firms are facing unique challenges in fostering diverse and inclusive teams. While DEI policies are under increased scrutiny, the fundamental business case for equity and inclusion remains critical for productivity and growth.

Join ClearlyRated founder, Eric Gregg, alongside industry experts, Myra T. Briggs (Founder, MTB Leadership Labs), Haley Jones (Director of Member Engagement, ASA), and DeLibra Wesley (Founder, Women of Color in Staffing) for a timely discussion on the current state of DEI and the future of inclusive practices within the staffing industry.

This webinar provides actionable insights and expert perspectives to help you navigate the evolving DEI landscape and drive meaningful change within your organization.

Attendees will gain insight into:

  • The Current State of DEI in Staffing: Explore a data-driven profile of the industry's workforce, including detailed analyses of gender identity, race/ethnicity, LGBTQIA+ representation, and other key demographic factors.
  • The Impact of the Current Political Environment on DEI Policies: Understand the evolving policy landscape and learn how leading staffing firms are adapting their strategies to maintain a commitment to DEI.
  • Building and Engaging High-Performing Diverse Teams: Discover practical strategies for fostering inclusive cultures and maximizing the engagement and productivity of diverse teams, particularly during challenging economic times.
  • Driving Personal Impact on DEI Strategies: Learn actionable steps to influence DEI policies and cultivate a culture of equity and inclusion within your firm.

Don't miss this opportunity to learn from industry leaders and gather actionable insights to empower your workforce. Let's work together to create a more equitable and thriving staffing industry.

Can't make it live? No worries! We'll be sending a recording of the converstaion and a copy of the slides to everyone who registers.

Panelists:

Myra T. Briggs
Founder, MTB Leadership Labs

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Haley Jones
Dir. Member Engagement, ASA

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DeLibra Wesley
Founder, Women of Color in Staffing

Connect on LinkedIn

Thank you to our sponsors:

April 1, 2025
Webinars
5 min read

Women in Staffing: Attracting, Retaining and Engaging Top Performers at Your Firm

Diversity
Staffing
Research/Data
DEI
Churn
Staffing

Join MeeDerby CEO & Founder, Robin Mee, ClearEdge CEO & Founder, Leslie Vickrey, and YUPRO Placement CEO, Michelle Sims, for an insightful panel discussion hosted by ClearlyRated's VP of Customer Success, Bridget Harper. Our panel will share and discuss their experiences in the staffing industry, as well as dive into the latest research from ClearlyRated about women in staffing. A startling statistic from our data: Two-thirds of staffing and recruiting firm employees are women, yet they only represent about half of director-level and above positions in the industry. This disparity highlights the need for targeted strategies to attract, retain, and engage top female talent.

Key Discussion Points:

  • Bridging the Leadership Gap: Explore effective strategies for increasing female representation in leadership roles within the staffing industry.
  • Creating an Inclusive Culture: Learn how to foster an environment where female staff feel valued, supported, and motivated to excel.
  • Attracting Top Talent: Discover innovative recruitment techniques to attract high-performing women to your firm.
  • Retention Best Practices: Understand the programs and policies that successfully retain female talent, addressing challenges unique to women in the workplace.
  • Engaging Female Employees: Gain insights into effectively engaging female employees to bolster satisfaction, productivity, and loyalty.

Don't miss this opportunity to learn from industry leaders and gather actionable insights to empower women in your workforce. Let's work together to create a more equitable and thriving staffing industry.

Panelists:

Robin Mee
CEO & Founder, MeeDerby

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Leslie Vickrey
CEO & Founder, ClearEdge

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Michelle Sims
CEO, YUPRO Placement

Connect on LinkedIn

Thank you to our sponsors:

March 5, 2025
Webinars
5 min read

The Job Candidate Experience: The Moments That Matter Most in Their Journey

Diversity
Firm Growth
Talent Experience
Talent Satisfaction
TX
Staffing

Is your firm falling behind in the competition for talent?

In an ever-evolving job market, staffing firms can't rely on outdated strategies. Join ClearlyRated founder, Eric Gregg, and Director of Analytics and Research, Darreon Day, for an engaging overview of the latest ClearlyRated research into key job candidate trends and strategies impacting today’s job seekers. 

In this insightful webinar, you’ll learn how to:

  • Navigate the impact of AI on job seekers: Explore how AI is revolutionizing the job search process and learn best practices to stay ahead in the fast-paced technological landscape.  
  • Strengthen recruiter-candidate relationships: Discover strategies to enhance interactions and trust with candidates, fostering a stronger recruitment process.  
  • Increase assignment success rate: Go beyond compensation to understand what matters most to job candidates when deciding on an opportunity.  
  • Understand the candidate's perspective: Gain insights into candidates’ view of macro economic trends, discover key moments that shape the candidate journey,  and learn how to optimize each step to create a remarkable experience.
  • Drive candidate loyalty and advocacy: Uncover strategies to exceed expectations, transforming satisfied candidates into advocates for your firm.

Can't make it live? No worries - we'll be sending a copy of the webinar recording and slides to everyone who registers.

Speakers:

Eric Gregg

Founder & CX Strategist

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Darreon Day

Director of Analytics & Research

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Thank you to our sponsors:

February 25, 2025
Webinars
5 min read

Inside the Mind of the Staffing Buyer

Net Promoter® Score
Research/Data
Industry Benchmarks
Staffing
Staffing

Predicting Needs and Exceeding Expectations

Is your staffing firm ready to thrive in 2025 and beyond? With growth hard to find in the staffing industry over the past 2 years, a deep understanding of customer needs has become even more imperative for growth-oriented firms. 

Join ClearlyRated founder, Eric Gregg, and Director of Analytics and Research, Darreon Day, for an exclusive deep dive into the annual ClearlyRated buyer study, featuring insights from over 500 hiring managers and staffing buyers.

In this insightful webinar, you will:

  • Uncover the latest trends shaping buyer behavior: Discover how hiring managers are approaching staffing solutions in the year ahead and adapt your strategies to win more business.
  • Gain a competitive edge: Learn how to overcome objections related to price and flexibility, and position your firm as the ideal partner.
  • Master the art of differentiation: Understand the crucial role specialization plays in the buyer's decision-making process and how to showcase your unique value proposition.
  • Navigate emerging challenges: Explore the impact of nontraditional threats like offshoring and automation, and develop effective counter-strategies.
  • Unlock the secrets to exceeding expectations: Go beyond basic service delivery and create truly remarkable client experiences that drive loyalty and referrals.

Speakers:

Eric Gregg

Eric Gregg

Founder & CX Strategist, ClearlyRated

Connect on LinkedIn

Darreon Day

Darreon Day

Director of Analytics & Research, ClearlyRated

Connect on LinkedIn

Many thanks to our sponsors:

February 6, 2025
Webinars
5 min read

497 Clients Tell You What They Really Want From Accounting Firms

Net Promoter® Score
Research/Data
Industry Benchmarks
Accounting
Staffing

Tired of guessing what your clients want?

In today's competitive landscape, accounting firms can't afford to rely on assumptions. Join ClearlyRated founder, Eric Gregg, and Director of Analytics and Research, Darreon Day, for a data-packed webinar revealing exclusive insights from nearly 500 accounting clients and buyers. 

In this insightful webinar, you’ll:

  • Uncover the latest trends shaping buyer behavior: Discover how buyers of accounting services are approaching solutions in the year ahead and adapt your strategies to win more business.
  • Gain a competitive edge: Learn how to tap into the buyer mindset, including ways to de-risk their decision to use your firm.
  • Master the art of differentiation: Understand the crucial role specialization plays in the buyer's decision-making process and how to showcase your unique value proposition.
  • Avoid service failures: Learn about the most common (and costly) service failures in the eyes of accounting clients.
  • Unlock the secrets to exceeding expectations: Go beyond basic service delivery and create truly remarkable client experiences that drive loyalty and referrals.

Speakers:

Eric Gregg

Founder & CX Strategist, ClearlyRated

Connect on LinkedIn

Darreon Day

Director of Analytics & Research, ClearlyRated

Connect on LinkedIn

Many thanks to our sponsor:

February 4, 2025
Webinars
5 min read

Maximizing the Value of Your 'Best of' Win

Best of Awards
Staffing

Congratulations - you won! Now what?

Winning is only half the battle, now it's time to ensure that your stakeholders and future customers will know about it beyond the February winner announcements! Join ClearlyRated VP of Customer Success, Bridget Harper for a 30-minute webinar dedicated to helping you enhance the value of your win.

Topics include:

  • Tips and tricks for showcasing your win 
  • Data points you can use to humblebrag on the rarity of your win
  • Inspiration from other winners and creative ways to prove your excellence
  • An opportunity to have your questions answered 

Speaker:

Bridget Harper

VP of Customer Success

Connect on LinkedIn

January 23, 2025
Webinars
5 min read

The Year Ahead in Staffing: From AI to Z

Staffing
Firm Growth
Staffing

After a challenging past 2 years in staffing, most in the industry are forecasting renewed growth in 2025. However, savvy firms recognize that growth is predicated on their ability to successfully navigate economic uncertainty, changing demographics and emerging technologies including powerful AI models. 

Join ClearlyRated Founder and CX Strategist, Eric Gregg, in a conversation with Danny Ashraf, CareerBuilder + Monster’s longest tenured staffing industry expert, and Noah Yosif, Chief Economist for the American Staffing Association. Together they will share insights, trends, and predictions for the year ahead, as well as pragmatic advice for how your firm can stay ahead of the competition.

In this insightful webinar, you will:

  • The latest economic data and trends likely to impact the industry in 2025
  • How top firms are utilizing AI models to maximize the impact of their firm’s client and candidate data
  • Keys to maximizing the client and candidate experience to unlock additional growth
  • What to expect in 2025 and how to prepare your firm to take advantage of key trends to achieve your growth goals

Speakers:

Eric Gregg

Founder & CX Strategist, ClearlyRated

Connect on LinkedIn

Danny Ashraf

Director of Sales, CareerBuilder+Monster

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Noah Yosif

Chief Economist & Head of Research,

American Staffing Association

Connect on LinkedIn

Many thanks to our sponsors:

January 17, 2025
Webinars
5 min read

Buyer Be Aware - CX Trends Impacting B2B Service Firms in 2025 and Beyond

Client Experience
Net Promoter® Score
Research/Data
Service Insights from ClearlyRated
B2B

Client expectations are evolving rapidly, and professional service firms must adapt to stay competitive. Join ClearlyRated Founder and CX Strategist, Eric Gregg, as he unveils the latest  CX trends shaping the future of client experience. Discover how to leverage these insights to drive growth, boost client retention, and position your firm for long-term success.

Key Takeaways:

  • The top client experience trends impacting professional service firms
  • How to measure and improve client satisfaction
  • Strategies for building strong client relationships
  • The role of technology in enhancing client experiences
  • Actionable steps to implement a world-class client experience program

Presenter

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

November 19, 2024
Webinars
5 min read

State of Staffing: Unlocking 2025 Growth in an Uncertain Economy

Client Experience
Net Promoter® Score
NPS
Research/Data
Service Insights from ClearlyRated
Staffing

Make sense of the last 2 years of staffing economic headwinds and what it means for growth in 2025 and beyond. In this interactive, fast-paced session, noted industry speaker, Eric Gregg will help make sense of the industry data, and share insights into proven strategies for accelerating growth during uncertain economic times. This session will be a must attend for you and your leadership team as you solidify your 2025 business plan.

Key Takeaways:

  • The industry trends most impacting the staffing industry and your firm.
  • Key solutions to help your firm grow during uncertain economic times.
  • Techniques to differentiate your firm and break through the noise.
  • Insight into how buyers decide which staffing firms to utilize and why they buy.

Moderator

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

November 12, 2024
Webinars
5 min read

Staffing World Encore: Evolving the Mindset From Founder to CEO

No items found.
Staffing

The perception often is the shelf life of company founders comes with an expiration date as it relates to leading and scaling from start-up to a large company. But many founders, across many industries, have bucked this trend. But what are the skills needed to transition from high-growth startup to sustainably growing enterprise? While hiring a new CEO might not be necessary, evolving to a CEO mindset is.

In this session, four staffing industry founders representing four different staffing industry segments share their stories evolving from founders to CEOs of large staffing companies. They’ll describe their experiences and lessons learned successfully leading alongside private equity partners, their mindset in making the decision to do so, and what it took to position their organizations to combined market valuations and multiple exits in excess of $2 billion.

Moderator

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

November 5, 2024
Webinars
5 min read

2024 Accounting Client Satisfaction Benchmark Report Sneak Peek

Client Experience
Industry Benchmarks
Net Promoter® Score
Research/Data
Accounting

Join one of the industry’s leading voices on buyer behavior and client experience, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of accounting buyers and how firms can best position themselves for growth in 2025 and beyond.

The ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your accounting firm now and in the future.

What you'll learn:

  • How buyers of accounting services make decisions about which firms to use, and how your firm can stand out
  • How economic uncertainty impacts satisfaction and how best to create client loyalty
  • What current clients wish their accounting firm contacts would do differently, and how top firms outperform
  • How new and emerging technologies have altered the buying decisions of accounting clients

We'd like to thank our research sponsor:

Speaker

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

October 30, 2024
Webinars
5 min read

2024 Legal Client Satisfaction Benchmark Report Sneak Peek

Net Promoter® Score
Client Experience
Research/Data
Legal
Legal

Join one of the industry’s leading voices on buyer behavior and client experience, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of legal buyers and how firms can best position themselves for growth in 2025 and beyond.

The ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your law firm now and in the future.

What you'll learn:

  • How buyers of legal services make decisions about which firms to use, and how your firm can stand out
  • How economic uncertainty impacts satisfaction and how best to create client loyalty
  • What current clients wish their law firm contacts would do differently, and how top firms outperform
  • How new and emerging technologies have altered the buying decisions of legal clients

Speaker

Eric Gregg, Co-Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

October 29, 2024
Webinars
5 min read

Inside the Mind of the Hiring Manager - 2024 Staffing Buyer Survey Sneak Peek

Client Experience
Industry Benchmarks
Net Promoter® Score
NPS

For the past 2 years, staffing firm growth has been mired by one of the longest industry recessions ever recorded. Join one of the industry’s leading voices on buyer behavior, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of the hiring manager and how staffing firms can best position their firms for growth in 2025 and beyond.

For the 15th straight year, the ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your staffing firm now and in the future.

What you'll learn:

  • How the value proposition of staffing is changing, and how best to get new orders in today’s environment
  • How hiring managers and HR leaders decide which staffing firm to utilize, and how your firm can stand out in the process
  • How economic uncertainty impacts client satisfaction and how best to create loyalty
  • How has new and emerging technology changed the talent acquisition process for organizations

Speaker

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

October 14, 2024
Webinars
5 min read

CX for Accounting - How Best of Accounting™ Firms Outpace the Industry

Best of Accounting
Client Experience
Industry Benchmarks
NPS
Net Promoter® Score
Accounting

Join ClearlyRated founder and CX strategist, Eric Gregg for a fast-paced, 30-minute discussion of how Best of Accounting firms leverage the program to outpace the competition.

More than just a survey, learn how ClearlyRated is helping firms unlock growth through better service, stronger social proof, and improved reputation, with the industry's largest database to benchmark your performance.

What you'll learn:

  • The role that CX has in accelerating accounting firm growth
  • How the Best of Accounting designation is earned, and how the program impacts growth
  • Simple tools for improving retention and increasing expansion
  • How to turn client testimonials into new opportunities

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

September 19, 2024
Webinars
5 min read

CX for Staffing - How Best of Staffing® Firms Outpace the Industry

Best of Staffing
Client Experience
Industry Benchmarks
NPS
Net Promoter® Score
Staffing

With industry revenue on the decline the past two years in staffing, growth has been challenging for many firms. Join ClearlyRated founder and CX strategist, Eric Gregg for a fast-paced, 30-minute discussion of how Best of Staffing® firms leverage the program to outpace the competition.

More than just a survey, learn how ClearlyRated is helping firms unlock growth through better service, stronger social proof, and improved reputation, with the industry's largest database to benchmark your performance.

What you'll learn:

  • The role that CX has in accelerating staffing firm growth
  • How the Best of Staffing designation is earned, and how the program impacts growth
  • Simple tools for improving retention and increasing expansion
  • How to turn client and talent testimonials into new opportunities and new job orders

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

September 12, 2024
Webinars
5 min read

Peer Insights: Achieving Law Firm Growth Through CX Best Practices

Client Experience
Employee Experience
Industry Benchmarks
Net Promoter® Score
NPS
Legal

In today’s competitive legal landscape, the key differentiator isn’t just your firm’s legal prowess—it’s the quality of the client experience (CX) you provide. For law firm partners, CMOs, and business development leaders, the ability to measure and enhance CX is a powerful growth catalyst.

Join us for a compelling session featuring a panel of industry experts who have have firsthand experience with the intricacies of client experience initiatives and measurement.

Moderated by ClearlyRated Founder and CX Strategist, Eric Gregg, the discussion will include insights from Judy Bodenhamer, Managing Director at Client Experience Group, and Lisa M. Simon, Chief Marketing and Business Development Officer at Holland & Hart LLP. This interactive session will equip you with actionable insights and proven strategies.

What you'll gain: peer wisdom and proven strategies.

  • Roadmap to Successful CX Initiatives: Discover the essential steps to effectively launch and manage a client experience initiative in your firm.
  • Avoid Common Pitfalls: Learn from the missteps and challenges our panelists have faced, so you can navigate your own CX journey more smoothly.
  • Actionable Client Feedback: Uncover the most effective techniques for collecting, analyzing, and acting on client feedback to drive tangible improvements.
  • Calculating and Proving ROI: Gain insights into how to measure the return on investment for your CX efforts, convincing stakeholders of its critical value.
  • Interactive Q&A: Engage directly with our panelists to ask questions and share your experiences, ensuring personalized learning and the fostering of industry connections.

Whether you’re spearheading a new CX initiative or looking to refine your existing strategy, this webinar offers invaluable insights from those who’ve successfully navigated the path to CX excellence.

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

August 22, 2024
Webinars
5 min read

Peer Insights: Driving Accounting Firm Growth Through CX Excellence

Client Experience
Employee Experience
Industry Benchmarks
NPS
Net Promoter® Score
Accounting

In the ever-competitive world of accounting, standing out requires more than just exceptional technical expertise—it demands an unparalleled client experience (CX). For marketers, partners, and business development leaders at accounting firms, this challenge is an opportunity to innovate and drive growth. That’s why our upcoming webinar is the perfect chance to dive into best practices from those leading the charge in CX excellence.

Join us for an in-depth discussion featuring a panel of industry leaders from top-performing accounting firms who have successfully implemented CX initiatives and seen transformative results.

Our expert panelists, Sarah Cirelli, Chief Marketing Officer at Grassi Advisors & Accountants, and Suzanne Reed, Chief Marketing Officer at LBMC, are seasoned professionals from leading accounting firms who have been in the trenches of client experience initiatives. Moderated by ClearlyRated Founder and CX Strategist, Eric Gregg, this conversation will delve into the practices, strategies, and mindsets that have propelled their firms to the forefront of client experience excellence.

What you'll gain: peer wisdom and proven strategies.

  • Roadmap to Successful CX Initiatives: Discover the essential steps to effectively launch and manage a client experience initiative in your firm.
  • Avoid Common Pitfalls: Learn from the missteps and challenges our panelists have faced, so you can navigate your own CX journey more smoothly.
  • Actionable Client Feedback: Uncover the most effective techniques for collecting, analyzing, and acting on client feedback to drive tangible improvements.
  • Calculating and Proving ROI: Gain insights into how to measure the return on investment for your CX efforts, convincing stakeholders of its critical value.
  • Interactive Q&A: Engage directly with our panelists to ask questions and share your experiences, ensuring personalized learning and the fostering of industry connections.

Whether you’re spearheading a new CX initiative or looking to refine your existing strategy, this webinar offers invaluable insights from those who’ve successfully navigated the path to CX excellence.

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

August 21, 2024
Webinars
5 min read

Mastering CX: Best Practices for the Insurance Industry

Client Experience
Industry Benchmarks
Net Promoter® Score
NPS
Insurance

Are your customers truly content with the service they’re receiving? When was the last time you asked them for feedback?

Join Cris Schulz, Director of Business Development at ClearlyRated, and delve into CX best practices and insights to elevate your customer experience game.

Drawing from proprietary data into satisfaction drivers for insurance firms and Net Promoter® Score (NPS) benchmarks, this session is a must-attend for insurance providers looking to unlock the full potential of their client relationships. Don’t miss this opportunity to learn CX best practices to drive exceptional customer experiences and business growth.

What you’ll learn:

  • The latest insurance industry NPS® benchmarks
  • Highlights from ClearlyRated’s proprietary research into what drives satisfaction for insurance buyers
  • The connection between client and internal employee experience and business growth for insurance firms

Presenter

Cris Schulz, Director of Business Development

With 25 years’ experience in sales and marketing for B2B companies, Cris brings a pragmatic approach to ClearlyRated’s industry-leading research for insurance companies. As a former President of the American Marketing Association’s Oregon chapter, Cris is adept at translating research trends into sales and marketing techniques that help insurance companies outgrow their competitors. Backed by data from more than 7 million verified ratings and two decades of B2B industry research into what drives client satisfaction, Cris’ sessions are fact-based and high energy, with tangible steps to immediately impact the firms she works with.

August 1, 2024
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