You’ll be scored based on the following key areas:
Client Engagement
Success in business is built on relationships. Engaging authentically with your clients not only fosters trust but also opens doors to deeper understanding and collaboration. A clear engagement strategy ensures you're consistently reaching out, listening, and responding in a way that resonates with your clients.
Client Retention
Retaining clients is both an art and a science. It's about delivering exceptional service, but also about understanding your clients' evolving needs and expectations. A strong retention strategy keeps your clients at the heart of your business, ensuring they feel valued and understood.
Value Proposition
Every client challenge is an opportunity to demonstrate your value. Effective problem solving requires a deep understanding of your clients' needs and a commitment to finding innovative solutions. By consistently solving problems in a way that aligns with your clients' goals, you position your business as an indispensable partner.
How it works
This scorecard was designed to be easy, yet effective in identifying ways to improve your client engagement.
Answer 15 questions
These questions help us to identify your key strengths and weaknesses for more accurate results.
Receive your results
Once you have finished, your answers are then pumped through an algorithm to produce your final score.
Action steps
Based on your score we will provide practical next steps for you to take to improve.
It only takes 3 minutes
Take the Client Relationship Management Scorecard and discover how you can positively affect your bottom line by identifying key areas of improvement.
It's FREE
What do other businesses have to say?
By pinpointing the positive aspects of our client relationships and highlighting opportunities for improvement, we have been able to distinguish ourselves in a competitive market.
Mark Walker
CEO, VFD Pro Ltd
The value for us is that we've been able to quantify the value of work that we're delivering, and also get some completely independent, unfettered feedback, so we get some home truths that perhaps wouldn't be delivered to us directly.
Catherine Jenkins
Maxx Design
