Mastering the Client Review


Sustain Strong Relationships

Client reviews are the foundation of your consultative process. They’re how you reinforce commitment to each client’s goals, tailor strategies, and showcase progress. Strengthen the three “R's” that are critical to your success: Relationship, Relevance, and Retention.

See how you can:

  • Develop processes for preparing and conducting effective client reviews
  • Pivot from a performance-based discussion to a “progress to goals”-based discussion
  • Validate your service standards

Further deepen your relationship with your clients by hosting memorable client events. For ideas, go to Client Acquisition Through Innovative Events
 


GETTING GOOD REVIEWS?

Mastering The Client Review

Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.



Featured Resources

Presentation

Mastering The Client Review (Presentation)

This presentation walks you through the importance of client reviews and provides real-life scenarios and quizzes to ensure you are making the most out of every client review.

Brochure

Mastering The Client Review

Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.


Related Resources

Title Description

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