Your reputation might be generating business…
But does that business reflect your true potential? Are your conversations leading to meaningful relationships, consistent profitability, and an experience clients want to come back to?
Most professional service firms don’t have a visibility problem. They have a performance gap across their client journey.
Expert marketing builds awareness and trust. Robust sales performance drives conversions. And a seamless, human-first customer experience ensures advocacy and repeat business.
But too often, these parts of the journey get disconnected — leaving potential clients confused, disengaged, or walking away entirely.
This half-day workshop brings it all together. It's a practical reset designed to help professional services:
✔ Generate high quality organic enquiries
✔ Build data-driven, high-conversion systems that drive performance
✔ Retain the right clients for longer and grow with clarity and confidence
✔ Connect marketing, sales, and CX into a joined-up, high-performing system
✔ Make the most of a relaxed, post-event co-working and networking session
If you're ready to stop guessing and start growing with clarity, this session is for you.
🗓️ Event Details
📍 Location: The Parkgate Hotel, Cardiff
🗓️ Date: Thursday 2nd October 2025
⏰ Time: 0900 – 1400
*Post-event co-working and networking until 1600
🎟️ Your ticket includes:
- Full access to the live, insight-led workshop at the Parkgate Hotel, Cardiff
- Welcome refreshments & pastries, a premium buffet lunch, and a relaxed co-working and networking session to connect with peers and hosts
- A private follow-up strategy review tailored to your firm’s needs — across Marketing, Client Acquisition, and Customer Experience
- Downloadable tools and frameworks you can start using straight away to tighten your client journey and boost performance
This session is hands-on, practical, and designed for real implementation — no fluff, no theory.
Spaces are limited to ensure depth, focus, and real value for every attendee.
✅ You’ll walk away with:
- A data-led approach to track, manage, and improve conversion performance throughout all interactions
- Clarity on what your marketing is really delivering — and where to optimise for better performance
- Strategies to retain the right clients for longer by delivering a more human, consistent experience that builds advocacy and repeat business
- A premium buffet lunch and relaxed co-working and networking session after the main event — a chance to connect, reflect, and continue conversations in a collaborative space.
- A free bespoke strategic review, across marketing, sales performance, and customer experience to help you assess your current journey and identify key opportunities based on your needs
We recently conducted research across the professional services sector.
The results were clear:
- 93.5% of firms failed to provide an exceptional enquiry experience
- Sector-wide NPS scores dropped to -44 at the enquiry stage, with Accountancy at -52 and Legal Services at -41
- Web enquiry performance averaged just 43%, with phone follow-ups in some sectors as low as 0%
- Lost revenue from poor enquiry handling was calculated between £750K–£1.34M per firm annually
Poor enquiry handling, weak follow-up, and inconsistent client experience are costing firms across the UK millions in lost opportunity every year.
This isn’t about working harder. It’s about aligning the way you market, sell, and serve.
🧠 Why this matters now:
If you're already getting leads, the next level of growth isn’t about making more noise — it’s about tightening the system behind what happens next.
Because when marketing, sales, and client experience don’t work in sync, even your best opportunities can slip through the cracks.
This is about converting more of the right enquiries, with less effort and more impact.It's about using data, not guesswork, to drive performance. And it’s about building a consistent, human-first experience that clients remember — and return for.
The weak link in your client journey is costing you. This session shows you how to fix it.
💬 Meet Your Hosts
Karen Howell | Zebroid Marketing – Marketing Strategist for High-Growth SMEs
With 30+ years of experience across B2B and B2C, Karen specialises in helping SMEs define their message, sharpen their strategy, and implement marketing that delivers real results.In this session, Karen helps you understand how clients find and choose your business — and how to stand out with clarity and confidence.
Ray Lang | SalDevo – Strategic Sales Partner & Commercial Systems Builder
A seasoned sales leader, Ray supports service-led businesses to improve sales performance through data-driven decision making, strategy & structure, and a customer-first mindset. Ray will show you how to fix conversion leaks and build sales systems that scale — turning potential into performance.
Mel Evans | Insight6 – The Voice of the Customer Specialist
Mel helps businesses turn clients into lifelong advocates through real-time feedback, emotional intelligence, and human-first strategies. Mel will reveal how to create standout client journeys that build loyalty, drive advocacy, and reduce churn — all grounded in insight from real firms like yours.
🧠 You’ve built your business with purpose — this live workshop is built with the same intention, to face the real challenges blocking growth, and lead with purpose.
You’ll leave with insights, tools, and a practical strategy to attract the right clients, convert more opportunities, and deliver an experience that keeps them coming back.
Book now and start building a business that clients choose, trust, and champion.
