Client Retention Quiz

Do you share important new legal and tax information with your clients on a regular basis?
YesNo

Do you socialize with your clients outside of work at least twice a year?
YesNo

Do you create new experiences with your clients that create a buzz in your industry?
YesNo

Do you create events or occasions to share new memories with your clients at least twice a year?
YesNo

Do you include their loved ones in any of your activities?
YesNo

Have you lost at least 10% of your gross revenue in the last year because of clients leaving for the competition?
YesNo

Do you know the names of all your clients’ spouses?
YesNo

Do you give a speech in front of your clients at least twice a year?
YesNo

Do you track your customer satisfaction numerically on a yearly basis?
YesNo

Do you return your customers’ calls within 24 hours without exception?
YesNo

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