Catch Problems Before Competitors Do
If a client has quiet concerns and a client business review gives you the chance to hear and fix them directly. As long as they ever mention it to a competing firm.
Train Staff Through the Process
Well-trained staff can run these reviews on your second tier of top clients requiring less partner time overall while still delivering real value and building staff marketing skills along the way.
The Return on Investment Is Strong
Most reviews happen during slower periods so the real out-of-pocket cost is often little more than the price of lunch. On a smaller client the marketing investment can be as low as 6 percent of the fee and on a larger client closer to 1.6 percent is done consistently every year.
Final Thoughts
A client business review turns a satisfied client into a genuinely delighted one, and delighted clients consistently deliver your best referrals. Pick your top 5 clients and schedule a review with each of them over the next two quarters. The strong return on this simple habit makes it one of the easiest wins available to any firm.
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