Comprehensive Relationship Audit
A broad overview examination of your business from your clients’ perspective, giving you the most holistic understanding of how those clients relate to your offering.
A typical program might center on a series of questions under each of several categories: the overall relationship, satisfaction with products and services, and share of wallet/competitive landscape.
HOW YOU CAN USE IT:
You might execute the study as a one-off, or conduct an audit on a recurring basis to measure performance over time. Either way, you'll be able to fine-tune personnel and other resources to align with aggregate and client-specific needs, and uncover opportunities for making improvements, cutting costs, and increasing revenue.