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Blueprint for CX Success: How Leading Firms Win with Client Experience

Wednesday, February 25 at 9am PT | 12pm ET

Client Experience (CX) isn’t just a trend, it’s a competitive advantage that top AEC firms are using to win more work, deepen client loyalty, and fuel growth. But knowing what to do — and how to do it effectively — can feel overwhelming. That’s where this webinar comes in. Drawing on breakthrough research recently conducted by Client Savvy, a ClearlyRated Company in partnership with the SMPS Foundation, we reveal not just what leading firms are doing differently, but how you can apply those same winning strategies in your firm starting now.

Packed with practical guidance and actionable takeaways, this webinar goes beyond the numbers to deliver a step-by-step blueprint for advancing your CX journey, no matter where you’re starting. Learn how to embed a CX mindset across your organization, design impactful initiatives, secure leadership buy-in, and avoid the common mistakes that hold firms back. You’ll leave inspired, equipped, and ready to transform insights into measurable impact for your clients, your firm, and your bottom line.

Key Takeaways

  • Pinpoint and replicate the proven CX habits of high-performing AEC firms.
  • Map out clear, actionable first (or next) steps to elevate their firm’s CX maturity and impact.
  • Align leaders, resources, and culture to create momentum and sustain CX initiatives.
  • Recognize and sidestep the most common CX pitfalls that undermine success in the AEC space.
  • Confidently build the business case for CX by connecting actions to measurable results.

Can’t make it live? No problem — the webinar recording and slide deck will be shared with all registrants.

Register now to reserve your seat!

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‍Your Host:

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Ryan Suydam
CX Architect & Founder of Client Savvy, a ClearlyRated Company
Connect on LinkedIn

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Resources that elevate your efforts

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CX Immersion: Lead the Future of Client Experience

Client Experience
Client Satisfaction
CX
Firm Growth
Strategy

Presented by ClearlyRated

Date: March 4, 2026 | 9:00 AM – 4:00 PM (Networking happy hour to follow)

Location:‍

Hilton Kansas City Country Club Plaza
770 West 47th Street
Kansas City, MO, 64112

Materials, snacks, and lunch provided

‍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 emerging 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:

  • 112 page CX Workbook with all the resources, tools, and guidance needed to take the next step
  • A draft CX Charter to align leaders and teams
  • A Voice of Client plan to capture actionable insights
  • An ROI framework that proves CX’s bottom-line impact
  • Tools you can implement the very next day
  • A peer network of CX leaders across the A/E/C, Accounting, and Legal industries

How It Works

  • Pre-Workshop Virtual Session (60 min): Get primed with the fundamentals of CX and tailor the content to your firm.
  • In-Person Bootcamp (6 hrs): A mix of workshops, collaboration, and real-world application—30%+ of your day is hands-on.
  • Post-Workshop Virtual Debrief (90 min): Keep momentum going with accountability, coaching, and peer support.

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

We'll also be hosting a networking happy hour after the bootcamp from 4:30 pm - 6 pm at The Gallery restaurant inside the Hilton KC Country Club Plaza. We hope you'll join us!

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.

Seats are limited. Secure your spot and take the lead in building client-first firms that thrive.

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Meet Bootcamp Facilitator:

Ryan, Suydam
CX Architect, Founder of Client Savvy, a ClearlyRated Company
Connect on LinkedIn

Ryan serves as CX Architect at ClearlyRated. He is the founder of Client Savvy, which was acquired by ClearlyRated in 2025. He has coached over 650 organizations and over 30,000 professionals on the skills required to be “client savvy.” His clients are twice as likely to be recommended by their clients, three times as likely to realize above-average financial returns, and consistently attract and retain better employees. Ryan also founded and emcees the annual CX in Professional Services conference, bringing together hundreds of CX leaders across legal, accounting, AEC, and other professional services firms.

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CX in Action: How AEC Firms Are Seeing ROI Now

Research/Data
Client Experience
Client Satisfaction
CX
Firm Growth

Hear from leaders who launched their Client Experience programs—and are already reaping the rewards

In professional services, change often feels slow. Not this time. Three AEC firms—Parkhill, Hensel Phelps, and Marksmen General Contractors—recently launched Client Experience (CX) programs, starting with voice-of-client initiatives. In just months, they’ve turned feedback into action, skeptics into champions, and earned early ROI that’s reshaping how leadership views CX.

This isn’t theory. It’s real-world impact from leaders who rolled up their sleeves, championed CX internally, and proved that results don’t take years to materialize.

Listen this panel discussion, moderated by Ryan Suydam, CX Architect at ClearlyRated, to hear how they made it happen—what worked, what didn’t, and what you can take back to your own firm.

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Moderator:

Ryan, Suydam
CX Architect, Founder of Client Savvy, a ClearlyRated Company
Connect on LinkedIn

Speakers:

Chance Medlock
Business Development & Client Experience | Parkhill
Connect on LinkedIn

Brian Skipper
Corporate Director of Project Development | HENSEL PHELPS
Connect on LinkedIn

Garrett McCullough
Director of Marketing & Business Development| Marksmen General Contractors
Connect on LinkedIn

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Measure Twice, Market Once: Maximize Insights to Win More Work

Research/Data
Client Experience
Client Satisfaction
CX
Firm Growth

An encore presentation of the popular session from SMPS Amplify 2025.

Join our AEC CX Expert and Head of Growth, Tim Asimos, and Rohan Jawali, Founder of Joist AI, and learn how AEC marketers can harness data and client feedback to drive more strategic decisions and deliver standout experiences. You’ll learn how to move beyond basic metrics and transform past-pursuit analysis and project insights into smarter strategies that win work and build long-term relationships.

Speakers:

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Rohan Jawali
Founder | Joist AI
Connect on LinkedIn

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Tim Asimos
Head of Growth | Client Savvy, a ClearlyRated Company
Connect on LinkedIn

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Client Experience in the AEC Industry: Benchmarks, Insights and Trends

Research/Data
Client Experience
Client Satisfaction
CX
Firm Growth

Client Experience (CX) is no longer a buzzword—it's becoming a core business function reshaping how AEC firms grow, compete, and thrive. For example, firms that measure ROI of CX are 94% more likely to have above-average growth and 113% more likely to have above-average profitability.

Yet industry-wide benchmarks and best practices have been elusive - until now. This exclusive webinar will unveil findings from a landmark research study conducted by Client Savvy, a ClearlyRated company, in partnership with the SMPS Foundation. Drawing from responses across the AEC landscape, this first-of-its-kind research report explores how firms are structuring, funding, and operationalizing CX initiatives—and more importantly, what the most successful firms are doing differently to achieve measurable results.

Join our AEC CX Expert and Head of Growth, Tim Asimos, and Michele Raftery, (SMPS) Foundation President and Principal at 4240 Architecture, as they dive deep into the report and extract the most impactful trends and benchmarks from the research.

What You'll Learn:

  • Why CX is becoming a core business function in the AEC industry.
  • Key CX indicators and benchmarks from a survey of AEC firms.
  • How top firms are planning, executing, and measuring the results of CX initiatives to increase customer satisfaction and drive growth.
  • Best practices from across the industry to help guide your firm, no matter where you are in your CX journey.
  • Much more!

‍Speakers:

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Michele Raftery
President | SMPS Foundation
Principal | 4240 Architecture
Connect on LinkedIn

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Tim Asimos
Head of Growth | Client Savvy, a ClearlyRated Company
Connect on LinkedIn

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