Client Surveys

Too often, business owners and professionals take clients and/or customers for granted. When that happens, dissatisfied clients leave.

Client surveys are one of the most effective methods for reaching out to clients, identifying problems before they become crises, securing client loyalty and maximizing the profitability of the relationship.

Client surveys by phone:

  • Demonstrate that you value the relationship and desire to improve it
  • Provide an opportunity to assess the performance of your colleagues
  • Strengthen the bond between you and your client
  • Give you an opportunity to solve problems before dissatisfied clients leave
  • Stimulate referrals
  • Cross-sell your additional services

We implement the survey on your behalf. We help you customize a list of survey questions. Survey topics can include: quality and value of service, as well as the competence, responsiveness and courtesy of your colleagues and staff. We help you select the clients to be surveyed. We help you develop a cover letter. Finally, we contact via telephone selected clients and ask them questions about their relationship with you. The survey is done via telephone or in-person. Responses are documented. All information is confidential and released only to specified individuals within your firm.

Unlike most survey providers, we provide complimentary up-front development. We are happy to do only a single survey. Our competitors require many. Most importantly, we are skilled at interviewing. Our objectivity and ability to distill responses — to clarify your clients’ feedback — creates accurate and credible information.

Please call or e-mail us to discuss your needs and we’ll be happy to offer a quote.

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