Client Savvy, A ClearlyRated Company

One of the most practical uses of AI may not be replacing expertise, but helping firms scale it more efficiently. In the first episode of AI Advantage, Lucas Hayden from Unanet shares how AI is helping design teams create and iterate on multiple concepts faster, giving clients more options and improving the overall project experience without replacing the expertise behind the work itself. The conversation explores a more grounded view of AI adoption across AEC: using technology to support creativity, improve efficiency, and help teams focus more of their time on high-value work. Because in professional services, better technology becomes most valuable when it helps firms deliver a better client experience. 🎙️ The first episode of AI Advantage launches soon. #AIAdvantage #AI #ArtificialIntelligence #AEC #Architecture #Construction #Innovation

Most firms invest in improving client experience. Few can clearly connect those efforts to revenue, retention, or growth. According to Deloitte, companies that lead in customer experience are 60% more profitable than those that don’t. Turning that kind of performance into something repeatable requires more than good intentions. It requires structure, alignment, and a clear way to act on client feedback. The CX Immersion Bootcamp Chicago is designed for marketers, business developers, and emerging CX leaders ready to move from ideas to execution. This one-day, hands-on program focuses on building a client experience strategy that is structured, measurable, and aligned with business outcomes. Participants work through how to define CX within their firm, identify where experience is breaking down, and create a clear path to improve it while connecting those efforts to retention, loyalty, and revenue. Led by Ryan Suydam, CX Architect, ClearlyRated, the session is built around practical application, giving teams the tools to move CX forward with clarity and confidence. 📅 June 4, 2026 🕘 9:00 AM – 4:00 PM ET 📍 SGH, 135 South LaSalle Street, Suite 3800, Chicago, IL Seats are limited to keep the session focused and interactive. Save your spot: https://hubs.ly/Q04j0cdG0 #ClientExperience #CXStrategy #ProfessionalServices #Leadership #ClearlyRated

What are firms actually expecting from AI right now? According to insights shared by Lucas Hayden from Unanet in the first episode of AI Advantage, the biggest priorities aren’t workforce reduction. They’re improving employee efficiency, increasing effectiveness, and helping teams focus more on the work they do best. The conversation explores how many AEC firms are approaching AI as a way to strengthen operations, improve productivity, and support existing teams in a labor-driven industry where efficiency and profitability are closely connected. One of the most interesting takeaways: reducing headcount ranked at the bottom of the list. 🎙️ The first episode of AI Advantage is coming soon. #AIAdvantage #AI #ArtificialIntelligence #AEC #Innovation #FutureOfWork

The first episode of The CX Catalyst is now live. Stephen Banbury sits down with Stacie DeJesus, Director of Client Success at RKL LLP, to explore how one intentional conversation helped turn a detractor into a promoter and what it reveals about client experience in professional services. The conversation dives into client feedback, accountability, responsiveness, and why the strongest client relationships are often built in the moments between the actual deliverables. It’s a practical look at how firms can turn feedback into action, strengthen retention, and create a more intentional client experience strategy. 🎙️ Watch the full episode here: https://hubs.ly/Q04hp7CZ0 #CxCatalyst #ClearlyRated #ClientExperience #CX #ProfessionalServices

What actually makes clients stay with a firm long term? Not just good service. Not just deliverables. The firms building stronger client relationships today are thinking much more intentionally about communication, responsiveness, accountability, and the full client experience across every interaction. That’s the focus behind The CX Catalyst, a new podcast from ClearlyRated hosted by Stephen Banbury Through conversations with leaders across accounting, AEC, staffing, legal, and other professional services firms, the podcast explores what’s actually working in client experience today, from client feedback and retention to leadership, growth, and operational strategy. Each episode is designed to share practical insights firms can apply in the real world. 🎙️ The first episode of The CX Catalyst premieres tomorrow. Explore the conversation here: https://hubs.ly/Q04hnw6V0 #CxCatalyst #ClearlyRated #ClientExperience #CX #ProfessionalServices

As AI and automation become more common across professional services, the human side of client experience matters even more. Stephen Banbury and Stacie DeJesus from RKL LLP explore why responsiveness, accountability, follow-through, and genuine conversations are still some of the most important parts of building strong client relationships in the first episode of The CX Catalyst Podcast. Technology can help firms move faster and operate more efficiently, but meaningful client experience still depends on making clients feel heard, supported, and understood. The firms creating the best client experiences today aren’t removing the human element. They’re becoming more intentional about it. 🎙️ More conversations like this coming soon on The CX Catalyst Podcast. #CxCatalyst #ClearlyRated #ClientExperience #CX #ProfessionalServices

The future of AI in project-based businesses isn’t about replacing people. It’s about helping teams make better decisions with the information they already have. In the first episode of AI Advantage, Lucas Hayden from Unanet shares why the real opportunity with AI starts by connecting the data firms already use every day across projects, operations, finance, and strategic planning. The conversation explores what it takes to move from disconnected systems and scattered information to more intelligent workflows that help teams act faster, work more efficiently, and manage projects with greater clarity. Because AI becomes much more impactful when it’s built around the real challenges firms face across the project lifecycle. 🎙️ The first episode of AI Advantage is coming soon. #AIAdvantage #AI #ArtificialIntelligence #AEC #Construction #Engineering #DigitalTransformation

The strongest client relationships are usually built long before there’s a problem to solve. They’re built through responsiveness, proactive communication, thoughtful follow-up, and the small moments that show clients your team is paying attention. In the first episode of The CX Catalyst Podcast, “From a 6 to a 10: One Conversation Changed This Client,” Stacie DeJesus from RKL LLP shares why client experience goes far beyond the deliverable itself and how the “little things in between” are often what clients remember most. 🎙️ Don’t miss these insights and more on building stronger client relationships. Coming soon on The CX Catalyst Podcast. #CxCatalyst #ClearlyRated #ClientExperience #CX #ProfessionalServices

Turning client experience into a measurable, actionable part of your firm’s strategy requires more than intent. It requires structure, tools, and alignment. The CX Immersion Bootcamp Chicago is designed for marketers, business developers, and emerging CX leaders ready to move from ideas to execution. This one-day, hands-on program focuses on building a client experience strategy that is structured, measurable, and aligned with business outcomes. Led by Ryan Suydam, CX Architect, ClearlyRated, the session is built around practical application, giving teams the tools to move CX forward with clarity and confidence. Why attend: Bring structure to how your firm defines and manages CX Connect client feedback to retention, growth, and revenue Build credibility as a strategic driver inside your firm 📅 June 4, 2026 🕘 9:00 AM – 4:00 PM ET 📍 SGH, 135 South LaSalle Street, Suite 3800, Chicago, IL Seats are limited to keep the session focused and interactive. Save your spot: https://hubs.ly/Q04h1YGD0 #ClientExperience #CXStrategy #ProfessionalServices #Leadership #ClearlyRated

The firms creating stronger client relationships today are the ones becoming more intentional about how they listen, respond, and adapt across the organization. AI is creating new opportunities to connect insights across conversations, surveys, meetings, and day-to-day interactions faster than ever before. But the real value isn’t the technology itself. It’s how firms use those insights to improve communication, strengthen relationships, and create a more consistent client experience. 🎙️ In the first episode of The CX Catalyst, Stephen Banbury sits down with Stacie DeJesus from RKL LLP to explore how her firm is turning insights into action to support stronger client relationships and a more intentional client experience strategy. First episode coming soon. 🚀 #CxCatalyst #ClearlyRated #ClientExperience #CX #ProfessionalServices #AI #CustomerExperience