Client evaluation tool
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Client evaluation tool

2 months ago · 599 KB Download



The client evaluation tool will assist you in ranking your current clients based on several criteria. It is critically important that you answer honestly for each client and criteria. The criteria include:

  • Job risk/complexity

  • Profitability

  • Referral source/client tie-in

  • Life cycle

  • Additional potential services

  • Timeliness of payment

  • Satisfaction

This exercise will help you identify the better clients of your firm who deserve more of your time and attention. It will also indicate opportunities to make some clients better for you and

Download the client evaluation tool to identify your firm’s best clients.

File name: Clientevaluationtool.xls

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