We know that not all clients refer, but those that experience a first class service are more likely to do so.

We know this from working with some of the best firms in the business.

We want to know your ‘cycle of service’ – identifying the regular touch points in relation to proposition delivery. From here, we appraise and develop those touch points, adding others and filling the gaps where required.

  • How and when do you communicate with clients? Is it relevant, timely and personal?
  • How consistent is the brand and messaging across all interactions?
  • What does the review process look like and how can it be improved?
  • How do you engage clients beyond the planning process? Do you run client events or an advisory board? What other opportunities are there to add value?
  • How do you gather feedback?

We work with you to address all of the above and more.

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