WPM Education customer experience workshops

Methodical’s customer experience sessions get top marks at WPM’s annual conference.

WPM Education are market leaders in payment solutions for further education, making it easier for students to pay for everything from fees to field trips, while helping colleges and universities the world over operate more efficiently.

The brief

Every year WPM hosts an annual conference for their customers, inviting 200 or so delegates to attend inspirational and educational sessions over three full days at Celtic Manor.

WPM approached Methodical to create a tailor-made customer experience program for their event that would give attendees both the inspiration and practical techniques to improve the customer experience for their students.

Methodical were very easy to work with, asking all the right questions to clearly understand our audience and objectives for the event.
Their polished, engaging presentations energized the audience and uplifted the room. Similarly, the workshop sessions were well structured, tailored to the audience and very well received. I highly recommend them.

Sarah Christopher Event Manager, WPM Education


Our approach

We began by learning as much as we could about the background to the event — Why is customer experience so important to this sector? Why now? What does success look like for these sessions?

Working closely with the event manager and marketing director, we put together a program of four sessions: An hour-long keynote address and three interactive, forty-minute workshops exploring the most relevant customer experience principles for this audience — expectation management, creating effortless experiences, and stress reduction.

With the program agreed, we created unique worksheets and presentation materials in WPM branding, tailored to the audience’s exact requirements.

Running workshops for two hundred people is not for the faint-hearted. To keep the energy up and make sure every delegate got the personal attention they needed, we used four expert facilitators on the day.


The result

The customer experience keynote and workshops were the highest-ranked sessions of the three-day conference: 75% of attendees gave a 5/5 rating (extremely valuable), and the remainder gave 4/5 (very valuable).

Delegates described the workshops as extremely relevant, and were able to leave with a high volume of practical takeaways to take back to their organizations.

Drop us a line to discuss your brief

It doesn’t matter who the client is, the size of the project or the brief, we want to do the best job we can. The workshops with WPM are a great example of how a little extra effort can go a really long way.

Ben Smith Methodical COO


Links and further reading


Find out more about our customer experience workshops and consultancy services