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 guide 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.
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.
