Client Engagement Audit - The Detail

The following activites are undertaken for each engagement audit.

Scope of work

  • Configure feedback portal which allows content capture moderation and email alerts.
  • Engagement Interview with a sample of 10 contacts.
  • Up to a maximum of 10 attempts made to reach each contact.

Typical Timescales

Day 1:   Agreement to proceed and contact details provided.

Day 2:   Email sent to contact to advice the interview will take place (some businesses may choose to call each contact beforehand).

Day 4:   Interview attempts started. Email alerts sent on completion of each interview.

Day 5+: Overall timescales will be subject to availability of your contacts. (e.g. if a contact is on 2 weeks holiday we will schedule the interviews accordingly).

Output Generated

Understand the level of Satisfaction, nature of Improvement Requests and Marketing Content:

  1. Immediate Sales and / or Referrals from the clients interviewed.
  2. Highly relevant Testimonials to use as Marketing Content.
  3. The Audit will be successfully completed with the majority of clients interviewed.

Plus...Improvement Requests leading to improved Client Satisfaction,

Investment: from £399 +VAT

100% Guarantee: If you don’t receive immediate sales, referrals, or powerful marketing content we refund 100% of your investment.

We want you to see the dramatic and positive impact this process can have on your business, you can do this at no risk as we offer a 100% money back guarantee.

  • We will successfully complete the audit with the vast majority of clients interviewed.
  • You will receive immediate sales and / or referral opportunities.
  • You will receive improvement suggestions from clients that can be used to boost profits.
  • You will receive highly relevant content to feed into your current marketing activities.

Your Client Satisfaction Audit process includes:

  1. Email template to advise your clients the audit is being conducted.
  2. Client Satisfaction Interviews with 10 of your clients, (max.10 telephone attempts to interview each client)
  3. Email notification with full detail every time an interview is successfully completed.
  4. Weekly status update with full detail of the results of all Audit interviews.
  5. Review of the results to show how they can be used to generate high quality referrals as part of a systematic, repeatable, scalable process.  

If you are ready to go ahead or would like to know more please provide your details, or email us or telephone 0207 100 5180.

All you need to do is...

  • Provide us with details of 10 current clients and an overview of the services you provide.
  • Send an email using the template (which can be adjusted to suit your business).
  • Allocate time to review the output and how best to take up the opportunities.

What results can I expect?

In addition to great marketing content you will benefit from...

  • Increased orders from existing customers.
  • Improved retention of existing clients.
  • Improved profits through process efficiency.
  • Reduced marketing costs.
  • Insight into why your 'happy' clients may be dissatisfied.

What happens after the audit?

We review the results with you and advise on the best course of action. You may opt to run the process 'in house' or try one of our monthly packages or choose to do nothing at all...

Wouldn't you really like to know what your customer think about your business?

Following an initial telephone briefing with one of our team all we ask you to do is to send your clients an introductory email to tell them to expect our call.

If you would like to know more or are ready to proceed please provide your details, or email us or telephone 0207 100 5180

What happens next: Client Satisfaction Interview - The Next Steps

Working your content harder: Guide To Creating An Effective Testimonial


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