How to Attract, Convert, and Retain Clients

How to Attract, Convert, and Retain Clients

Aligning Marketing, Business Development, and Customer Experience to unlock sustainable growth within Professional Services

By Insight6 Wales

Date and time

Location

The Parkgate Hotel

Westgate Street Cardiff CF10 1DA United Kingdom

Refund Policy

No refunds

Lineup

Agenda

9:00 AM - 9:30 AM

Arrival & Welcome


Settle in, grab a drink & pastry and connect with other attendees before the session begins.

9:30 AM - 9:45 AM

Opening & Introduction


Meet your hosts — Karen Howell (Zebroid Marketing ), Ray Lang (SalDevo Sales Performance & Growth), and Mel Evans (Insight6 Customer Experience). Overview of the day and what to expect.

9:45 AM - 10:45 AM

Session 1: Strategic Marketing That Cuts Through

Karen Howell | Zebroid Marketing


Cut Through the Noise: Strategic Marketing That Delivers - If your expertise is getting lost in the noise, it's time to rethink your approach. This workshop focuses on strategic marketing that differ...

10:45 AM - 11:00 AM

Break

11:00 AM - 12:00 PM

Session 2: Sales Performance & Conversion Strategy

Ray Lang | SalDevo


Explore the real reason leads don’t convert. From broken follow-ups to unclear propositions, you’ll identify your weakest link and how to rebuild a system that drives measurable performance.

12:00 PM - 1:00 PM

Session 3: Customer Experience that Retains & Rewards

Mel Evans | Insight6


Learn how to turn clients into loyal advocates. Discover what really drives satisfaction, where most businesses slip up, and how to deliver memorable, repeatable experiences.

1:00 PM - 1:30 PM

Wrap-Up & Q&A


Final reflections, actions to take away, and your chance to ask questions or connect with the hosts.

1:30 PM - 4:30 PM

Hot & Cold Buffet Lunch + Co-Working & Networking


Unwind, eat well, and enjoy an informal space to network, reflect, and apply what you’ve learned.

About this event

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 Aquisition, 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:

Clarity and accountability on what your marketing is really delivering — and where to optimise for better performance

  • A data-led approach to track, manage, and improve conversion performance throughout all interactions
  • 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 — worth ~£1,200

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 clients choose, trust, and champion.

Frequently asked questions

Who is this workshop for?

This workshop is for business owners, partners, directors, and senior professionals in the professional services sector who want to sharpen their approach to attracting, converting, and retaining clients. If you feel your business has room to improve how it markets, sells, or serves clients.

What industries is it relevant for?

This event is ideal for businesses in legal services, financial advice, HR and recruitment, consultancy, accountancy, training and coaching, and other expert-led service sectors looking to maximise their opportunities.

What will I get from attending?

Gain clarity and structure to strengthen your client journey. Sharpen your marketing’s impact, apply data-led strategies to convert enquiries into profitable clients, and improve retention with human-first experiences. Includes a bespoke 1:1 strategic review worth ~£1,200.

What should I bring?

Just yourself, an open mind, and a readiness to reflect on your current approach. Stationery will be provided.

Is the session interactive?

Yes — this is a hands-on, practical session. It’s designed to apply ideas to your own business live, with plenty of time for discussion, collaboration, and reflection.

Will I be sold to?

No. This is not a sales pitch. You’ll be offered a follow-up review and the option to explore support if you want it, but there is no pressure, no upselling, and no gimmicks.

Do I need to stay for the networking afterwards?

It’s optional — but encouraged. The informal co-working and networking afterwards provides a chance to speak with hosts, connect with other attendees, and continue valuable conversations in a relaxed setting.

Can I bring a colleague or team member?

Yes — we encourage small teams to attend together. This is a ticketed event per person, so each attendee will need their own ticket. Please contact us directly for multi-ticket options or group bookings.

What’s included in the ticket price?

Your ticket includes: Access to the live workshop at the Parkgate Hotel, Cardiff Welcome refreshments A premium buffet lunch Post-event networking and co-working A 1:1 strategic review with our hosts (Marketing, Sales or CX) Downloadable materials and practical tools

What’s the refund policy?

Tickets are non-refundable due to limited capacity. However, tickets can be transferred to a colleague if you're unable to attend.

What if I have accessibility or dietary requirements?

You’ll be able to tell us about dietary or accessibility needs at checkout, and we’ll ensure everything is arranged accordingly.

Where is the workshop being held?

The Parkgate Hotel, Westgate Street, Cardiff CF10 1DA. It’s located centrally, next to the Principality Stadium, and walking distance from Cardiff Central Station.

Where can I park nearby?

The nearest car parks are: NCP Westgate Street (2 min walk) – CF10 1DD St David’s Car Park (8 min walk) – CF10 2EQ John Lewis Car Park (10 min walk) – CF10 1LA

How do I get there by train or bus?

By train: Cardiff Central Station is a 5-minute walk Cardiff Queen Street Station is 10-minute walk By bus: Buses stop directly outside the stadium or on Westgate Street

When does the event start and finish?

Arrival is from 0900 with welcome refreshments. The workshop runs from 10:00am to 1300, followed by lunch and optional co-working/networking until 4:00pm.

Organized by

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£48