Improved client service and profitability are greatly affected by what we know about the client. Telling us what you know and want to know can help us tailor client feedback and service processes to help grow your business.

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* 1. Thinking overall about your major clients, please fill in all or any of the following

  What do you want to know about your clients? What you currently do know about them?
their business plans for the next year?
for the next five years?
whether they have a documented succession plan?
what locations they operate in?
what they see as the major issues facing their organisation in the next five years?
their organisational KPIs?
are they happy with our service?
how they choose their professional advisors?
what they most value about working with us?
anything we could or should do differently?
are there services they use or want that we could deliver but are not providing them?
other (please specify below)

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* 2. Where there are gaps between what you know and what you want to know, what is stopping you having this information?

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* 3. Is there anything else about your clients and the way you work with them you would like to know, understand or improve?

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* 4. To help us analyse and apply this information, please tell us, your role, which kind of firm you work in and your location.  If you would like a copy of the results, please complete the contact information

  Type of firm Your role Location
Information about you

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* 5. If you would like a copy of the results from our international study, please fill in your contact details.  We promise not to spam you (we hate it too)!

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