Be Brilliant With
Chartered Developments
Client Reviews

Improve the value of your practice, put Client Satisfaction front and centre

The Benefits

There are 6 main benefits of our bespoke client satisfaction surveys:

Improve ‘People’ Performance

Reduce Risk Of Losing Client

Improved Processes

Increase Cross Selling

Increase Client Margin

Increase Referrals

To explore in detail the meaning and purpose of each of the benefits, read our HERE.

The Process

Understand your objectives to define the review

Some firms purely want to understand what their clients feel about them. Others also want to understand, in depth, how their client facing team and processes could improve. Others use the review as a platform for their cross selling programme.

Your objectives will dictate how we structure and report the outcomes of the reviews. However, if in doubt the template on page 6 of this document is a tried and tested format.

Meet Your Chartered Developments Team

You will meet, via an online meeting, the team or person working on your account. You can vet them, after all we are an extension of your brand. Forming and nurturing new relationships with your clients is only part of the story.

Our relationship with you is just as important to us.

How It Works

  • A ‘phone call’ appointment is arranged with your client.
  • The review will take 20-25 minutes.
  • The call is recorded and after the call the reviewer writes up the notes.
  • Some calls are, by request, confidential and anonymous.

Reporting

Although there are average marks out of ten (net promoter style statistics) per client, and collectively, the main benefit, however, is the individual client report. This is where the detail for the likes of partner performance, cross-sell, upsell, process improvement etc. will be made clear.

An exceptional approach...

Lara Daniel, Marketing ManagerCAPITA

Our relationship with Chartered Developments spans more than 10 years. It started with support to establish a new office and has grown from there to general lead generation across many departments and sectors

Why Use The Chartdev Team

Experience

Our team, from lead generation through client satisfaction and IT, all hail from professional or financial services and all have at least 10 years experience. It is this experience our clients trust and value.

The Chartered Developments Voice

The unique differential is the ChartDev voice. 25 years heritage of having real business to business conversations, delivering real detail and getting to the truth. We are unmatched in settling prospects with our ‘no scripts ever’ style.

Real Collaboration

We’re not just one of the most highly regarded and experienced business development and marketing agencies supporting professional, financial and healthcare businesses. After 25 years our clients regard us as a true partner, an extension of their marketing team and brand.

Data Protection/Helios

Chartered Developments are unique in this field in that we are Hellios FSQS accredited. FSQS (Financial Services Qualification System) is a single standard for managing the increasing complexity of third and fourth-party information needed to demonstrate compliance to regulators, policies and governance controls, for financial institutions including banks, building societies, insurance companies and investment services.

Keen To Learn More?

Please contact Shaun Headlam

Client Satisfaction Survey
shaun@chartdev.co.uk

01392 247211