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‘If you don’t ask, you don’t get!’ This truism particularly applies to gathering client/prospect feedback.

With so much valuable information to be gathered, it can be daunting to ask the right questions, of the right people, at the right time – and apply those findings to effect impactful organizational change.

Join Rich Friedman to examine the components of a successful client-prospect feedback program – including perception surveys, win/loss debriefs, and ongoing voice-of-the-client satisfaction surveys. You’ll learn how firms go wrong, maximize your ROI, and achieve greatest organizational impact. You’ll also review industry case studies, best practices, and lessons learned.


  • Gain an appreciation for the variety of client/prospect feedback tools and determine which tool(s) are most appropriate for your organization based on your firm’s vision and greatest challenges
  • Identify cultural and organizational impediments that prevent firms from implementing these tools…and learn strategies to overcome these impediments
  • Learn how best-in-practice firms successfully communicate, integrate, and apply client/prospect data to achieve meaningful organizational change
Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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