Client Continuance Evaluation Tool
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Client Continuance Evaluation Tool

11 months ago · 208.9 KB Download

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Firms should be reevaluating their clients on an ongoing basis to ensure that they are providing top quality service to an appropriate client base. Use of the client continuance tool can lead to opportunities to provide additional services to current clients and services to new clients, by freeing up time from clients and services that do not align with the firm’s values and goals.

Using a pre-set list of key indicators regarding client relationships, firms can use the client continuance

Download the Client Continuance Evaluation Tool

File name: client-continuance-evaluation-tool.xlsx

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