EGIA

What do you need help with?

All
All
Videos
Documents
Templates
Articles
Trainers
What's new

You can also View by Categories

The following resources have been added to the Contracting Best Practices Resource Library. To access these new tools, visit the Best Practices Library.

Templates

13.8 Director of Client Experience – Role Description and Expectations – Utilize this role description and set of expectations to customize and define the role of client experience in your organization. Some firms may elect to manage teams with an office admin function, and as the company grows the role of Client Experience takes on more importance. This is an example of how to format the client Journey and the training required to be world class.