Professional Client Journey Study

Are you ready to stand out from the competition?

The professional services sector is known for its expertise, but even the best can improve their delivery of exceptional customer experiences (CX).

How does your firm measure up? For the past decade, insight6 has regularly worked with more than 300 professional firms to help them improve their customer experience.

Be part of one of the largest and most insightful market studies on client experience and discover how to transform your firm’s approach to winning new clients. Sign-up today!

Your Privacy Matters: Rest assured, your firm’s details will remain completely anonymous. We aggregate the data for the study, and no individual firms are named.

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Join the Professional Client Journey—Here’s What You’ll Gain

Identify how effectively your team handles new business enquiries

Our researchers will make one enquiry by phone and one online to each participating business, and your own results will be shared with you (and no one else).

Benchmark how you compare to your competitors and marketplace

At the study's conclusion, insight6 will deliver a white paper with overall results—see how your firm compares to the industry benchmarks.

Unlock the secrets to converting more new business enquiries

Through your reports, you can identify gaps in your processes. Use the overall study to identify areas of good practice with the ultimate goal of increasing business

Access to local expertise and support to discuss your findings

insight6 is the only UK company with local Customer Experience Specialists who visit you to discuss findings and recommend improvements.

Transform your client experience with personalised guidance

A local insight6 Client Experience Specialist will guide you through your reports to help you understand your results so you can provide some great feedback to your teams.

Empower your team with a Customer Experience action plan

After assessing your team's enquiry handling, we offer an easy action plan to guide your team to world-class performance.

 

Register today to be among the first to receive our comprehensive report upon release. Don’t miss this chance to gain valuable insights and make strategic improvements to set your firm apart.

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Uncover insights from our past Professional Client Journey Study

insight6 has completed five in-depth white paper studies on enquiry handling new business enquiries.

The most comprehensive research, conducted with over 250 firms spanning the legal, accounting, financial advice and property sectors, our Report is instrumental for benchmarking how professional services firms handle new enquiries.

Download the report exclusively from the insight6 website by clicking the button below.