Creating Your Client Experience
2 Day On-site Training Agenda
Day 1
9:00 to 9:30 – Introductions and setting the stage
9:30 to 10:00 – Review your KPIs (Key Point Indicators) and goals
10:00 to 10:15 – Break
10:15 to Noon – Creating Your Why
Noon to 1:00 – Lunch
1:00 to 1:30 – Training on understanding processes
1:30 to 2:30 – Mapping out your current processes
2:30 to 2:45 – Break
2:45 to 4:00 – Observing office staff
4:00 to 4:15 – Recap meeting with Managing Partner
Day 2
9:00 to 10:00 – Training on how to create new client experience
10:00 to 10:15 – Break
10:15 to Noon – Create your Client Experience
Noon to 1:00 – Lunch
1:00 to 3:30 – Finish creating client experience and start implementation
3:30 to 4:00 – Final meeting with Managing Partner
