Customer Return Referrability Evaluation
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Transcript of Customer Return Referrability Evaluation
REFERRABILITY SELF-EVALUATION
CUSTOMER RETURN REFERRABILITY SELF-EVALUATION
Rate answers on a 1–3 scale. For more referrals, your goal is a minimum of 14 points.
1 = Don’t know/Don’t do 2 = Know a little/Do something 3 = We know exactly/We do this
1. We conduct an independent, phone based Client Satisfaction Campaign every 12
months. We use the campaign & the research outcomes to help convert prospects, retain
clients & generate referrals.
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2. We talk with prospective & inactive clients & understand exactly why they may not buy
from us...& why they may have left us.
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3. We specifically understand how our clients needs are best met by our service. We confirm
with our clients that they understand & appreciate this value.
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4. We understand with which clients, when & how, to talk about referrals in a way that makes
our business & clients feel comfortable. We average 1 referral per client per year.
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5. By explaining our referral process & using independent research that validates our service
levels, we minimise the ‘referral risk’ that clients & referral partners may otherwise feel.
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6. We ‘plant the referral seed’ & clearly outline that we welcome referrals on our website, in
our marketing collateral & during meetings.
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7. We are easy to refer to – our referral partners understand who, when, why & how to best
refer to our business. We average 1 referral/month from each referral partner.
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[email protected] 0410 471 200
1308/109 Pitt Street, Sydney NSW 2000 02 9347 2436
customerreturn.com.au 02 9347 2437