Meet in person or use online surveys
Finding out what clients really think can enhance your relationships
Rather than taking offence, say “thanks” and address the issue
Finding out why your client is leaving can benefit your business
Responses from clients can help you identify unmet client needs
Questions should cover four main areas. Include a “comments” section
Use a formal process and ask consistent questions
Having a proper feedback mechanism in place can help you identify clients at risk as well as give you insights into what clients want
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
Use a formal process and ask consistent questions