Klick Advisors Services Available

 

Klick Advisors are committed to working hand in glove with local leaders to teach the skills to replicate the services offered by our experts.  Unlike other consulting firms, our goal is to provide skill set training to local leaders and champions to help your organization create sustainable changes and improvements which are not dependent on continued external support.

 

Consulting and Advisory Assistance

🧭 Coaching for Patient Experience Champions

Empowering leaders to elevate care through trust, empathy, and strategic clarity—building cultures where patients and teams thrive.
Our Coaching for Patient Experience Champions equips new and emerging leaders with the mindset, tools, and frameworks to lead with confidence, compassion, and measurable impact.

🔍 What We Offer

• Personalized coaching for new patient experience leaders
• Strategic guidance for building trust-centered experience programs
• Support in navigating organizational dynamics and resistance
• Frameworks for emotionally intelligent leadership and communication
• Integration with safety, quality, and grievance initiatives

💡 Our Approach
We believe patient experience leadership is a calling—not just a role. Our coaching is:

• Trauma-informed: Rooted in empathy, emotional safety, and relational intelligence
• Practical: Focused on real-world challenges, workflows, and team dynamics
• Strategic: Designed to align experience with mission, metrics, and culture
• Empowering: Built to grow confidence, clarity, and influence

🧠 Who We Serve

• New patient experience leaders stepping into their first role
• Champions tasked with improving experience across departments
• Executives integrating PX into broader safety and quality goals
• Teams seeking emotionally intelligent leadership development

📦 Engagement Options

Package	Includes	Ideal For
PX Champion Coaching	1:1 coaching sessions covering development, refinement and implementation of PX techniques.  Expert advice on reduction of conflict and management of change.	New or emerging leaders in patient experience roles or clinical leaders tasked with patient experience improvement
Strategic PX Activation	Support in launching or refining PX programs, stakeholder dialogues and action planning	Leaders tasked with improving experience globally
Team Caching and Facilitation	Group sessions on key PX initiatives and improvements	Departments or teams integrating best practices and improvements in their work space

📞 Ready to Lead Patient Experience with Courage and Clarity?
Let’s equip your champions to lead with empathy, strategy, and trust. Reach out to Klick Advisors to explore coaching options or schedule a discovery session.

 

🛡️ Crisis Response Consulting

When safety, trust, and clarity matter most.

At Klick Advisors, we specialize in guiding organizations through moments of disruption, threat, and emotional intensity—with calm, clarity, and compassion. Our Crisis Response Consulting is built on trauma-informed principles, emotionally intelligent leadership, and practical frameworks that help teams respond—not react.

Whether you’re facing workplace violence, reputational risk, leadership breakdowns, or emotionally charged incidents, we help you navigate the moment and build resilience for the future.

🔍 What We Offer

• Real-time strategic support during active crises or emerging threats
• Post-incident debriefing and recovery planning to restore trust and psychological safety
• Leadership coaching for high-stakes communication, emotional regulation, and decision-making
• Team support and facilitated dialogue to process impact and rebuild cohesion
• Custom frameworks like ACTION™ for proactive safety and response planning
• Policy and protocol review to align with trauma-informed best practices

💡 Our Approach

We don’t just manage crises—we transform them into opportunities for connection, growth, and systemic change. Our consulting is:

• Empathy-driven: We honor the emotional landscape of every situation
• Evidence-based: Grounded in research, safety standards, and proven frameworks
• Actionable: We equip leaders with tools they can use immediately and sustainably
• Collaborative: We work alongside your team, not above it

🧠 Who We Serve

• Healthcare systems and high-risk industries
• Executive teams and HR leaders
• Safety officers and crisis response teams
• Organizations committed to trauma-informed leadership and proactive safety

📦 Engagement Options

Package	Includes	Ideal For
Rapid Response	1–2 days of on-call consulting, real-time strategy, and post-incident debrief	Active or recent crisis
Recovery & Rebuild	4–6 weeks of coaching, team support, and trust restoration	Post-crisis healing and culture repair
Proactive Planning	Custom workshops, policy review, and ACTION™ framework integration	Prevention and preparedness

📞 Ready to Respond with Confidence?

Let’s turn disruption into direction. Reach out to Klick Advisors to schedule a consultation or learn more about how we support organizations in their most critical moment

🛡️ Trust Culture Audits

Assessing the heartbeat of organizational trust—illuminating strengths, gaps, and pathways to a culture of safety, empathy, and integrity.
Our Trust Culture Audits help healthcare organizations understand their current trust climate, identify opportunities for growth, and activate meaningful change through data-driven insights and emotionally intelligent leadership.

🔍 What We Offer

• Pre-visit analysis of policies, feedback, and cultural indicators
• On-site observation, interviews, and facilitated dialogue
• Post-visit report with strategic recommendations and TRUST³ alignment
• Identification of trust gaps across leadership, communication, and safety practices
• Integration with patient experience, grievance, and quality initiatives

💡 Our Approach

We believe trust is the foundation of healing and high performance. Our audits are:

• Trauma-informed: Sensitive to emotional safety, power dynamics, and lived experience
• Strategic: Focused on systemic alignment, leadership behaviors, and relational integrity
• Practical: Grounded in workflows, communication norms, and team dynamics
• Actionable: Designed to spark change through clear, prioritized recommendations

🧠 Who We Serve

• Healthcare systems seeking to strengthen culture and retention
• Leaders navigating breakdowns in trust, safety, or communication
• Patient experience, HR, and quality teams integrating trauma-informed practices
• Organizations preparing for transformation, accreditation, or leadership transitions

📦 Engagement Options

Package	Includes	Ideal For
Data Review and Analysis	Review of patient experience data, comment data, patient complaint data, employee engagement data and social media profile.	PX Champion and senior leadership team
On-Site Observations and Interviews	Up to 6 work unit observations or interviews per day.  1, 2 & 3 day packages available.  Conducted in collaboration with local PX champion with ongoing coaching during observations to promote skills enhancement.	PX Champion and senior leadership team
Strategic Analysis of State of Human Experience with Core Recommendations	Written summary of data review and observations with targeted improvement initiatives identified.  Suggested timeline, stakeholder and workgroup action plan.  Presentation and Q & A session for senior leaders.	Executive and Senior Leadership Teams

📞 Ready to Illuminate and Strengthen Your Culture of Trust?
Let’s assess where trust lives—and where it needs to grow. Reach out to Klick Advisors to schedule a Trust Culture Audit or explore how we can support your leadership journey.

🧾 Complaint & Grievance Management Audits

Designing grievance systems that honor dignity, transparency, and healing—ensuring full CMS compliance and relational integrity.

Our Complaint & Grievance Management Audits help healthcare organizations assess, redesign, and strengthen their grievance systems to meet regulatory standards and foster trust.

🔍 What We Offer

• Audits of complaint and grievance systems for CMS CoP compliance
• Review of policies, workflows, and documentation practices
• Recommendations for trauma-informed, dignity-centered redesign
• Support for staff training, service recovery, and communication
• Integration with patient experience, safety, and quality initiatives

💡 Our Approach

We believe grievance systems should heal—not harm. Our audits are:

• Compliance-focused: Aligned with CMS and regulatory standards
• Trauma-informed: Grounded in dignity, transparency, and emotional impact
• Practical: Focused on workflows, documentation, and staff support
• Strategic: Designed to strengthen trust and relational integrity

🧠 Who We Serve

• Healthcare systems and hospitals
• Patient experience, quality, and compliance teams
• Leaders overseeing grievance, complaint, or service recovery processes
• Teams seeking to align systems with trauma-informed care

📦 Engagement Options

Package	Includes	Ideal For
Grievance System Audit	Full review of policies, workflows, and documentation	Healthcare organizations seeking CMS compliance and trauma-informed redesign
Staff Training & Support	Trainings on emotionally attuned response and service recovery	Teams responding to complaints, grievances, or breakdowns in care
Custom Audit & Redesign	Tailored support for system-wide transformation	Organizations embedding dignity and healing into grievance systems

📞 Ready to Redesign Grievance Systems with Integrity?

Let’s build systems that honor dignity, restore trust, and meet compliance. Reach out to Klick Advisors to schedule an audit or explore how we can support your team.

Training and Facilitation

🛠️ TRUST³ Leadership Workshops

Interactive experiences that teach leaders how to respond with courage, calibrate communication, and restore relationships.

Our TRUST³ Leadership Workshops are immersive, trauma-informed trainings designed to help leaders build trust, navigate complexity, and lead with emotional intelligence.

🔍 What We Offer

• Experiential workshops on trust-centered leadership
• Tools for emotional regulation, relational repair, and courageous response
• Practice sessions using real-world scenarios and emotionally precise language
• Integration with Human Experience, safety, and culture initiatives
• Custom modules for healthcare, education, and mission-driven sectors

💡 Our Approach

We believe trust is teachable—and that leadership is a relational practice. Our workshops are:

• Trauma-informed: Grounded in safety, dignity, and emotional impact
• Interactive: Built around practice, reflection, and peer learning
• Strategic: Designed to align with organizational goals and culture
• Transformational: Focused on real change, not just information

🧠 Who We Serve

• Executive and frontline leaders
• Frontline teams
• Healthcare, education, and mission-driven organizations
• Teams navigating change, conflict, or trust breakdowns

📦 Engagement Options

Package	Includes	Ideal For
TRUST³ Intensive	Full-day workshop with coaching, practice, and integration planning	Leadership teams ready to deepen trust and repair culture
TRUST³ Series	Multi-session training with peer learning and applied practice	Organizations embedding trust into leadership development
Custom TRUST³ Design	Tailored modules for sector-specific needs and goals	Teams seeking trauma-informed, trust-centered training

📞 Ready to Lead with Trust?

Let’s build leadership cultures rooted in courage, clarity, and connection. Reach out to Klick Advisors to schedule a workshop or explore how TRUST³ can support your team.

 

🧬 Patient Experience Masterclasses

Custom trainings on empathy, narrative listening, and dignity in care—enhancing outcomes and building human connection.

Our Patient Experience Masterclasses help healthcare teams elevate care through emotionally intelligent communication, trauma-informed practices, and relational leadership.

🔍 What We Offer

• Trainings on empathy, dignity, and narrative listening
• Tools for emotionally attuned communication and de-escalation
• Support for patient grievance response and service recovery
• Integration with high reliability, safety, and quality improvement initiatives
• Custom modules for clinical, administrative, and leadership teams

💡 Our Approach

We believe patient experience is a relational practice—not just a metric. Our masterclasses are:

• Emotionally intelligent: Focused on human connection and impact
• Trauma-informed: Grounded in safety, dignity, and healing
• Practical: Built around real-world scenarios and tools
• Collaborative: Co-designed with your team to reflect lived experience

🧠 Who We Serve

• Healthcare systems and hospitals
• Patient experience and quality teams
• Clinical and administrative leaders
• Teams responding to complaints, grievances, or service breakdowns

📦 Engagement Options

Package	Includes	Ideal For
Empathy in Action	Half-day training on emotionally attuned care and communication	Clinical teams seeking to elevate patient experience
Narrative Listening Lab	Practice-based workshop on listening, dignity, and de-escalation	Leaders navigating complaints, conflict, or service recovery
Custom Masterclass Design	Tailored modules for system-wide training and integration	Healthcare organizations embedding trauma-informed care

📞 Ready to Transform Patient Experience?

Let’s build care cultures rooted in empathy, dignity, and connection. Reach out to Klick Advisors to schedule a masterclass or explore how we can support your team.

⚖️ Conflict Navigation Bootcamps

Equipping leaders with the tools to de-escalate, reframe, and resolve—using emotionally resonant language and trauma-informed practices.

Our Conflict Navigation Bootcamps help teams move from tension to transformation through emotionally intelligent communication, relational repair, and strategic de-escalation.

🔍 What We Offer

• Trainings on conflict de-escalation and emotional regulation
• Practice sessions using real-world conflict scenarios
• Tools for reframing, repair, and relational leadership
• Integration with safety, and leadership development
• Custom modules for healthcare, education, and mission-driven sectors

💡 Our Approach

We believe conflict is a doorway—not a dead end. Our bootcamps are:

• Emotionally attuned: Focused on impact, repair, and connection
• Trauma-informed: Grounded in safety, dignity, and healing
• Practice-based: Built around real scenarios and applied tools
• Strategic: Aligned with organizational goals and culture

🧠 Who We Serve

• Executive and frontline leaders
• Healthcare, education, and mission-driven organizations
• Teams navigating conflict, complaints, or relational breakdowns

📦 Engagement Options

Package	Includes	Ideal For
Conflict Navigation Intensive	Full-day bootcamp with coaching, practice, and integration planning	Teams ready to transform conflict into connection
Conflict Navigation Series	Multi-session training with peer learning and applied practice	Organizations embedding conflict resolution into leadership development
Custom Bootcamp Design	Tailored modules for sector-specific needs and goals	Teams seeking trauma-informed, emotionally intelligent conflict training

📞 Ready to Navigate Conflict with Courage?

Let’s build leadership cultures that turn tension into transformation. Reach out to Klick Advisors to schedule a bootcamp or explore how we can support your team.

Framework & Communication Design

🪄 Framework & Communication Design

Language architecture for values-based service—co-designing emotionally precise language around trust, kindness, and healing.

At Klick Advisors, we help organizations shape language that reflects their values, builds trust, and fosters connection. Our Framework & Communication Design offerings support leaders in crafting emotionally resonant messaging, naming initiatives, and aligning communication with trauma-informed principles.

🔍 What We Offer

• Co-design of emotionally precise language for leadership, culture, and care
• Naming and messaging for initiatives, programs, and frameworks
• Development of trauma-informed communication guides and playbooks
• Language audits to assess alignment with values and psychological safety
• Support for internal and external messaging during change, conflict, or crisis
• Integration with leadership development, NPS, and brand strategy

💡 Our Approach

We believe language is a leadership tool—and that words shape culture. Our design process is:

• Values-centered: Rooted in trust, kindness, and healing
• Emotionally attuned: Honoring the impact of words on safety and connection
• Collaborative: Co-created with your team to reflect lived experience and goals
• Strategic: Aligned with brand, culture, and communication strategy

🧠 Who We Serve

• Executive and senior leadership teams
• Brand, communications, and Patient Experience leaders
• Healthcare, education, and mission-driven organizations
• Teams navigating change, growth, or cultural transformation

📦 Engagement Options

Package	Includes	Ideal For
Language Architecture Intensive	Co-design sessions, messaging development, and communication guides	Teams shaping values-based leadership and culture
Trust³ Branding Consulting	Support for visual identity, messaging, and trust-centered brand strategy	Organizations embedding trust into brand and culture
Custom Communication Design	Tailored support for initiatives, frameworks, or change messaging	Teams aligning language with trauma-informed principles

📞 Ready to Design Language That Heals?

Let’s build communication cultures rooted in trust, clarity, and connection. Reach out to Klick Advisors to schedule a design session or explore how we can support your team.

Speaking & Thought Leadership

🎤 Speaking & Thought Leadership

Talks and sessions that move hearts and shift paradigms—centered on trust, resilience, dignity, and healing through leadership.

At Klick Advisors, we offer speaking engagements and thought leadership experiences that inspire reflection, connection, and change. From keynotes to roundtables, our offerings help leaders explore the emotional dimensions of leadership and share transformative stories with authenticity and impact.

🔍 What We Offer

• Keynotes and panels on trust, resilience, dignity, and healing
• Strategic storytelling sessions to shape and share leadership journeys
• Executive roundtables for reflective, honest peer dialogue
• Talks tailored to your audience, context, and goals
• Integration with leadership development, Human Experience, and culture initiatives
• Support for speaker coaching, narrative design, and event strategy

💡 Our Approach

We believe leadership is relational—and that stories shape systems. Our speaking and thought leadership offerings are:

• Emotionally resonant: Centered on connection, healing, and human impact
• Authentic: Rooted in lived experience and honest reflection
• Transformational: Designed to shift paradigms and inspire change
• Strategic: Aligned with organizational goals and audience needs

🧠 Who We Serve

• Executive and senior leadership teams
• Conference organizers and event planners
• PX, CX, culture, and leadership development leaders
• Organizations seeking inspiration and emotional depth in programming

📦 Engagement Options

Package	Includes	Ideal For
Keynotes & Panels	Talks on trust, resilience, dignity, and healing through leadership	Events seeking emotionally resonant thought leadership
Strategic Storytelling Sessions	Coaching and design support to shape and share leadership journeys	Executives crafting transformative narratives
Executive Roundtables	Facilitated peer dialogue on trust, power, and relational leadership	Leadership teams seeking honest, reflective conversation

📞 Ready to Inspire Through Story & Connection?

Let’s bring emotional depth and transformative insight to your next event. Reach out to Klick Advisors to book a speaker or explore how we can support your thought leadership.