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Client Retention Quiz
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Client Retention Quiz
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Do you share important new legal and tax information with your clients on a regular basis?
Yes
No
Do you socialize with your clients outside of work at least twice a year?
Yes
No
Do you create new experiences with your clients that create a buzz in your industry?
Yes
No
Do you create events or occasions to share new memories with your clients at least twice a year?
Yes
No
Do you include their loved ones in any of your activities?
Yes
No
Have you lost at least 10% of your gross revenue in the last year because of clients leaving for the competition?
Yes
No
Do you know the names of all your clients’ spouses?
Yes
No
Do you give a speech in front of your clients at least twice a year?
Yes
No
Do you track your customer satisfaction numerically on a yearly basis?
Yes
No
Do you return your customers’ calls within 24 hours without exception?
Yes
No
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