Client Savvy

Register today for our upcoming webinar on 5/25! Blake Godwin will explore 11 critical pitfalls that can derail your CX program and also equip you with actionable insights to avoid them altogether. #cx #customerexperience #aecindustry #legal #tech #accounting

While traditionally associated with retail, understanding share of wallet is also crucial for maximizing the profitability of professional services firms. Learn what share of wallet is and how to increase it! #aecindustry #legal #tech #accounting #cx

Designed specifically for professional services, our industry-leading CX platform empowers you to collect, analyze, respond to, and act on customer feedback in real time. Discover the power of feedback! #cx #feedback #aecindustry #legal #tech #accounting

Is your professional services firm struggling to achieve ongoing Client Experience success? Join us on 5/22 for a free webinar where Blake Godwin and Tim Asimos will explore 11 critical pitfalls that can derail your CX program and also equip you with actionable insights to avoid them altogether! #cx #customerexperience #aecindustry #legal #tech #accounting

Is your professional services firm struggling to achieve ongoing Client Experience success? Join us on 5/22 for a free webinar where Blake Godwin and Tim Asimos will explore 11 critical pitfalls that can derail your CX program and also equip you with actionable insights to avoid them altogether! #cx #customerexperience #aecindustry #legal #tech #accounting

In professional services, understanding how clients view your firm and the services you provide is essential. A baseline client perception study, also known as a client sentiment analysis, is one key to unlocking their valuable insights. Learn why in our latest blog article. #customerexperience #cx #aecindustry #legal #tech #accounting

In professional services, understanding how clients view your firm and the services you provide is essential. A baseline client perception study, also known as a client sentiment analysis, is one key to unlocking their valuable insights. Learn why in our latest blog article. #customerexperience #cx #aecindustry #legal #tech #accounting

We want to welcome Pamela Bowman to the Client Savvy team as our new Marketing Programs Specialist!   As the Marketing Programs Specialist for Client Savvy, Pamela will draw from her 20+ years of event management and marketing communications experience to plan and execute engaging conferences and create compelling content that resonates with clients and drives business growth.   Before joining Client Savvy, Pamela spent 18 years as a Marketing Manager in the home medical equipment (HME) industry. During this time, she had the opportunity to work in both B2B and B2C spaces and be an integral part of launching a company and bringing a unique product to market. Following her time in HME, she moved on to work as a Marketing Manager in the healthcare data analytics industry, where she learned the unique strategies for marketing software as a service (SaaS.)       Pamela is a skilled marketing professional known for her versatility and ability to handle multiple roles. She is adept at streamlining processes and practices to improve efficiency and effectiveness. Pamela is passionate about creating valuable content for clients and developing marketing strategies that deliver high-quality results for the business. Welcome to the team, Pamela!

Always exciting when our team is growing! Welcome, Reina - excited to see you bring your strengths to the Client Savvy team!

We want to welcome Reina Soto to the Client Savvy Team as our new Customer Success Manager!!! As a Customer Success Manager at Client Savvy, she leverages more than a decade of experience in consultative sales, client management, and business consulting to drive exceptional client experiences and foster sustainable growth. She is dedicated to partnering with our clients to understand their unique goals and challenges, ensuring they derive maximum value from our solutions while consistently meeting their expectations. Before joining Client Savvy, Reina honed her sales and client relations expertise across diverse industries, including SaaS, educational sales, and advertising. At Housecall Pro, she served as a Senior Associate Trainer and Team Lead, where she played a pivotal role in improving team performance and driving revenue growth through effective training and coaching initiatives. As a seasoned professional in consultative sales and client management, Reina is dedicated to continuous personal growth and development. Holding certifications in crucial conversations, DISC behavioral analysis, and consultative sales, she actively pursues opportunities to enhance her skills and expertise. Outside of her professional endeavors, Reina is deeply committed to community service and empowerment initiatives. Having previously volunteered as a coach and facilitator for women entrepreneurs, she is passionate about fostering economic empowerment and supporting individuals in achieving their business objectives. Additionally, Reina contributes her time and expertise to various volunteer activities within her local community, striving to positively impact and empower others to succeed. Welcome to the team, Reina!