Client Experience Assessment

Welcome to the Client Experience Assessment

Good for you for recognizing that the client experience impacts your company’s results. We understand that evaluating the client experience can seem complicated. That’s why we’ve designed this assessment to help you determine how effective your current client nurturing practices are. Answers to the questions below will provide you a perspective on how your client-centered practices drive or limit your organization’s effort to create a meaningful client experience.

Our client experience assessment will help you see:

  • how your current practices impact client engagement
  • how loyal your client base is
  • how willing clients are to refer colleagues to your company

Your answers will provide you a score and valuable feedback about areas that may need fine-tuning to improve the client experience, client retention, and your bottom line.

For each of the following statements, rank your company on a scale of 1 to 5 where 1 is weak and 5 is strong.
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20-34% - Your company would benefit from investing in client-centered practices. It will change your business.

I'll call you in the next few days to share some ideas and insights that will enhance your client experience and improve retention.
35 to 49% - Your company is normal. Would you prefer normal or awesome?

I'll call you in the next few days to share some ideas and insights that will enhance your client experience and improve retention.
50-64% You are above average. Your score indicates your organization is trying to make clients feel like they matter. There is room for improvement.

I'll call you in the next few days to share some ideas and insights that will enhance your client experience and improve retention.
65-79% You are well above average.

Congratulations! Your score indicates your organization is trying to make clients feel like they matter. I'll call you in the next few days to share some ideas and insights that will enhance your client experience and improve retention.
80-100% This is where our clients land. Client nurturing at this level positively affects the company’s bottom-line. Congratulations!

I'll call you in the next few days to share some ideas and insights for your consideration to move the needle for continuous enhancement and improvement for your employee experience.
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