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Customer experience
8 min read

2026 state of customer experience in professional services

AskNicely Team
February 18, 2026
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2026 state of customer experience in professional services

How experience maturity is reshaping professional services.Β 

In professional services, relationships and experience are everything. Clients judge their experience in moments that feel small, but carry real weight. How clearly expectations are set, how responsive communication feels, how confident they are in your expertise, and how easy it is to work with your team when things get complex can all influence their experience. Whether it’s consulting, legal, accounting, engineering, financial services, or advisory work, trust, credibility, and consistency matter more than convenience alone.

Unlike product or retail environments, professional services experiences unfold over weeks, months, or even years. That means loyalty isn’t driven by a single interaction; it’s shaped by ongoing delivery, reliability, and effective relationship management.

As competition intensifies, services become harder to differentiate, and clients expect more transparency, faster responses, and clearer value. Customer experience (CX) is becoming a strategic advantage, not a soft metric.

To understand how professional services organisations are responding, we surveyed 105 leaders across consulting firms, advisory practices, multi-location service providers, and specialist professional services organisations. The research explored how they collect and use feedback, measure experience, empower employees, manage reputation, and connect CX to business growth.

The results reveal an industry that clearly values customer feedback, but one still navigating maturity, integration, and scale.

Feedback is everywhere, but not always connected

Professional services firms are actively collecting customer feedback across multiple channels:

  • Email surveys β€” 86%
  • Social media β€” 73%
  • In-app surveys β€” 67%
  • SMS surveys β€” 58%
  • Phone interviews β€” 47%

Feedback collection is no longer the challenge. Accessibility isn’t the issue. Coverage isn’t the issue. Intent isn’t the issue.

The real challenge is connection. When feedback lives in disconnected tools, inboxes, platforms, and reports, it becomes fragmented insight, not organisational intelligence. Professional services organisations often hear the client voice, but struggle to create a single, shared view of client experience across teams, roles, and locations.

This creates blind spots:

  • Relationship managers see sentiment, but leadership sees metrics
  • Delivery teams hear complaints, but strategy teams see trends
  • CX teams track data, but frontline teams don’t always see outcomes

The firms moving fastest are collecting more feedback and centralizing it so that teams can act on it, fast.Β 

What professional services firms are actually measuring

Experience measurement in professional services is becoming more commercially aligned. Leaders are tracking a blend of satisfaction, loyalty, and value metrics:

CSAT dominance shows a strong focus on immediate service quality: responsiveness, professionalism, delivery, and interaction quality.

Want to get started with CSAT? Download our free template here.

But retention and CLV adoption reveal a deeper shift β€” from project-based thinking to relationship-based thinking. Firms are increasingly measuring long-term value, not just short-term satisfaction.

The lower adoption of NPS and CES highlights a maturity gap:

  • NPS signals advocacy and reputation growth
  • CES reveals friction in processes, onboarding, communication, and delivery

Professional services firms that rely only on CSAT risk missing future churn signals. Clients can be satisfied with delivery today and still disengage tomorrow due to complexity, slow communication, or lack of perceived value.

Survey timing shows a split between insight and immediacy

How often do firms collect feedback?

  • Monthly β€” 39%
  • After every interaction β€” 35%
  • Quarterly β€” 21%
  • Annually β€” 3%

This split reveals two operating models:

  • Measurement-first organisations focus on trend tracking, reporting, and performance analysis.
  • Action-first organisations prioritise immediacy, relationship protection, and service recovery.

Professional services environments are relationship-driven. Waiting weeks or months to surface issues increases the risk of:

  • Silent churn
  • Relationship erosion
  • Negative referrals
  • Lost renewal opportunities

Firms collecting feedback after every interaction are structurally better positioned to:

  • Intervene early
  • Recover at-risk relationships
  • Reinforce trust
  • Protect long-term value

Response rates show high engagement β€” and high expectation

Average response rates:

  • 76–100% β€” 20%
  • 51–75% β€” 34%
  • 26–50% β€” 34%
  • 11–25% β€” 10%

High response rates signal something critical: clients are willing to engage.

In professional services, feedback is a signal of relationship investment. When clients respond, they expect action, not storage.

This raises the bar. High engagement increases expectations for:

  • Follow-up
  • Accountability
  • Visible improvement
  • Closed-loop communication

Feedback is being used β€” but not always systemically

98% of organisations say they consistently act on feedback. But is it quick enough?Β 

Speed of action:

  • Within 24 hours β€” 37%
  • Within one week β€” 48%
  • Within one month β€” 15%

Clients don’t experience β€œeventual action,”  they experience responsiveness. They judge how quickly concerns are acknowledged, how clearly issues are addressed, and how visible accountability feels. The opportunity isn’t to act more, it’s to act faster, more visibly, and more consistently.

How feedback is actioned:

  • Following up with customers β€” 83%
  • Sharing feedback with relevant teams β€” 77%
  • Implementing changes or improvements β€” 73%
  • Integrating feedback into strategic planning β€” 63%
  • Employee training β€” 48%

This shows strong intent and responsiveness, especially at the relationship level.

But only 19% report having a fully integrated, real-time feedback system informing strategic decisions across the organisation. The opportunity is scale: turning consistent effort into consistent systems.

Employees are deeply embedded in the feedback loop

97% use feedback to track and improve employee performance.

How employees are involved:

  • Performance reviews & goal setting β€” 76%
  • Training β€” 68%
  • Feedback-based incentives or bonuses β€” 69%
  • Real-time access to feedback β€” 63%
  • Recognition programs β€” 62%

This is a defining strength of professional services CX maturity. Firms understand that client experience is delivered by people, not platforms.
Where maturity still lags is coordination.

Only a minority use:

  • Centralized feedback systems (19%)
  • Automated distribution (13%)
  • Cross-functional governance structures

This creates uneven execution across teams and locations.

Reputation management is now operational, not marketing

90% use customer feedback to manage and improve online reputation.

Top strategies include:

  • Responding promptly to reviews β€” 74%
  • Monitoring review platforms β€” 68%
  • Encouraging positive reviews β€” 66%
  • Corrective action on negative feedback β€” 64%
  • Sharing testimonials on social media β€” 61%

For professional services, reputation is trust capital.

Reviews influence:

  • Shortlisting decisions
  • Procurement processes
  • Tendering
  • Referral confidence
  • Brand credibility

CX is now formally tied to growth strategy

93% leverage customer feedback for decision-making.

How CX aligns with growth:

  • Integrating feedback into business planning β€” 64%
  • Cross-departmental collaboration β€” 61%
  • Tracking CX alongside business KPIs β€” 62%
  • Leadership involvement β€” 59%
  • Setting CX goals tied to growth β€” 56%

95% believe there is a direct link between CX measurement and business growth.

How CX improvements drive growth:

  • Increased retention β€” 77%
  • Higher lifetime value β€” 71%
  • Improved acquisition β€” 73%

This marks a major shift: CX is no longer a support function, it’s a growth engine.

The real barriers are structural, not cultural

Biggest challenges in linking CX to growth:

  • Data integration β€” 61%
  • Insufficient analysis capability β€” 52%
  • Aligning departments β€” 48%
  • Lack of tools β€” 31%

The industry doesn’t have a belief problem. It has a system problem.

Professional services firms believe in CX. They invest in CX. They act on CX. They value CX.

But fragmentation slows scale.

What this means for professional services leaders

The 2026 CX landscape is clear: customer feedback is no longer a differentiator β€” it’s a baseline expectation.

Competitive advantage now comes from execution maturity.

The firms pulling ahead are:

  • Acting in real time, not reporting later
  • Centralising feedback across systems and locations
  • Giving teams shared visibility and ownership
  • Linking CX directly to retention, revenue, and referrals
  • Treating feedback as infrastructure, not insight

Key opportunities:

  • Move from collection to connection
  • Build real-time action loops
  • Standardise CX governance across teams
  • Align CX metrics to commercial outcomes
  • Use feedback as an operating system, not a report

Elevate your professional services customer experience

AskNicely helps professional services organisations collect real-time feedback, empower teams, and turn insights into action, across every location, role, and client touchpoint.

With AskNicely, you can:

  • Close the loop with clients in real time
  • Give teams shared visibility of client sentiment
  • Standardise experience delivery across services and locations
  • Connect CX metrics to retention, reputation, and growth
  • Turn feedback into daily operational intelligence

By embedding feedback into everyday operations, professional services firms can strengthen relationships, increase lifetime value, and turn satisfied clients into long-term advocates.

Ready to make customer experience your growth engine? Learn more here.

AskNicely Team
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