CXps 2022 | Client Relationship Report Card

Maya Angelou wrote that “If you don’t know where you’ve come from, you don’t know where you’re going.” The same sentiment holds with client relationships. Having a great handle and understanding of the history of a client relationship can often inform the forward-looking strategy. Learn how a Client Relationship Report Card can be structured to highlight the important aspects of a client relationship while also providing areas for improvement. Completing this exercise with a client team can allow for great collaboration to bring the team together and create a strategic plan for servicing the client more deeply in the coming year.