CX Bootcamps
Build the Future of Client Experience
What You'll Walk Away With
This hands-on, one-day program equips you with the tools to lead CX transformation at your firm. You'll gain a draft CX Charter to align your team, a Voice of Client plan to capture actionable insights, and an ROI framework that proves CX's bottom-line impact. Plus, you'll build a peer network of CX leaders across the industry.
How It Works
Pre-Workshop Virtual Session (90 min)
Get primed with CX fundamentals tailored to your firm.
In-Person Bootcamp (6 hours)
Immersive workshops and hands-on collaboration—over 30% of your day is spent applying what you learn.
Post-Workshop Virtual CX Momentum Sessions (3, 45-min sessions)
Keep momentum going with accountability, coaching, and peer support for three key topics from the bootcamp:
- Taking the First Steps Since Bootcamp
- Establishing Your CX Foundation
- Activating Your CX Charter
CX Bootcamps
Why CX, Why Now?
It’s not just a buzzword, it’s a growth strategy. Firms that master CX build loyalty, win repeat business, and become the go-to partner in their markets. The challenge? Most firms don’t know how to define CX, measure it, or prove its ROI. That’s where CX Workshop comes in. This program is built for marketers, business developers, and other emerging CX leaders who want to be seen as strategic drivers of growth inside their firms.
What You’ll Get
A one-day, hands-on program designed for marketers and business developers ready to lead the CX charge inside their firms.
You’ll walk away with:
CX Workbook
112 page CX Workbook with everything needed for next steps
CX Charter
CX Charter draft to align leaders and teams
VoC Plan
Voice of Client plan to capture actionable insights
ROI Framework
ROI framework that proves CX’s bottom-line impact
Ready Tools
Ready-to-use tools you can implement immediately
Peer Network
Peer network of CX leaders across the AEC, Accounting, and Legal
WHY ATTEND
Because your clients expect more, and your leaders demand proof. After CX Immersion, you’ll have the language, tools, and confidence to:
Lead CX conversations with
authority
Show the ROI of experience-driven strategies
Position yourself as the CX expert inside your firm
This isn’t another lecture; it’s an action-oriented Bootcamp. Expect to benchmark your firm’s CX maturity, map client journeys and identify quick wins, build governance models that embed CX into culture, learn how to turn feedback into loyalty and revenue, and prove ROI with tools your leaders can’t ignore.
Upcoming Bootcamps
All CX Bootcamps will be listed below. More cities coming soon!
CX Immersion Bootcamp Washington, D.C.
April 30, 2026
9:00 AM - 4:00 PM ET
YHB CPAs & Consultants, 3110 Fairview Park Drive, Falls Church, VA 22042
CX Immersion by SMPS Inland Empire
May 14, 2026
9:00 AM - 4:00 PM PT
The Doubletree by Hilton Ontario 222 N. Vineyard Avenue Ontario, CA 91764
CX Immersion by SMPS SE Michigan
August 27, 2026
9:00 AM - 4:00 PM ET
Barton Malow Holdings 26500 American Drive Southfield, Michigan 48034
CX Immersion by SMPS Kansas City
September 24, 2026
9:00 AM - 4:00 PM CT
The American Institute of Architects 1801 McGee Suite 100 Kansas City, MO 64108
Heading
Send Your First Survey with ClearlyRated
Start turning client feedback into growth. Send your first survey and explore how actionable insights can increase revenue and improve client satisfaction.
