Client Business Assessment Part 7

Client Business Assessment Part 7

CLIENT MANAGEMENT & FINAL QUESTIONS
Email address*
Name*
Do you have customer service policies in place in your company?*
Do you have client expectations and boundary procedures written and in place?*

How do you handle requests for cancellations, refunds and exchanges? Are there written policies in place?*
Do you offer clients an option to put their account on hold? What is your process?*
What happens when you get a complaint? A commendation?*
What are your service delivery standards? Who ensures that you adhere to them?*
What do you measure to validate success and customer experience?*

Do you have someone on your team who handles customer service?*
Are your customer service standards in alignment with your core mission and goals?*
How does your CRM help you to offer impeccable service to your clients and customers?*

What systems do you already have in place for operating your business? (List from the following: client management, financial management, people management, marketing and business development)*
What do you have EVERY client sign before you begin working with them? Have these documents been reviewed by an attorney?*
Explain your process to follow up regularly and check in with clients to ensure satisfaction, obtain referrals and position your next service engagement?*
Do you offer milestone sessions or a milestone map for your clients?*
Do your clients receive a roadmap or success path upon enrolling to work with you?*
For your team members who serve your clients, how do you handle Quality Assurance?*
FINAL QUESTIONS
What have you learned about your business from completing this assessment?*
If you had to focus on three things you wanted to accomplish in working with me what would they be?*
Anything else we haven't asked that we should know about your business, your goals and your desire to grow over the next year?*
One last very important question. If you looked back on your consulting sessions with us 12 months from now, what would have to happen for you to say, "That was a major turning point in my business."*
Congratulations!

By completing this questionnaire, you have placed yourself ahead of 95% of the business owners in the world today who never take the time to think deeply about their business. Those individuals (many of whom are your competitors) spend so much time working in their businesses that they never take the time to work on their businesses. Most individuals (97% of business owners) don’t have all the necessary skills laid out in the seven systems you need in your business and its 101 parts to navigate the complex world of doing business today. As a result 50% of businesses fail within the first year and 97% ultimately fail within 5 years.
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FINAL QUESTIONS

Congratulations!