Customer Return Referrability Evaluation

1
REFERRABILITY SELF-EVALUATION CUSTOMER RETURN REFERRABILITY SELF-EVALUATION Rate answers on a 13 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. 1 2 3 2. We talk with prospective & inactive clients & understand exactly why they may not buy from us...& why they may have left us. 1 2 3 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. 1 2 3 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. 1 2 3 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. 1 2 3 6. We ‘plant the referral seed’ & clearly outline that we welcome referrals on our website, in our marketing collateral & during meetings. 1 2 3 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. 1 2 3 [email protected] 0410 471 200 1308/109 Pitt Street, Sydney NSW 2000 02 9347 2436 customerreturn.com.au 02 9347 2437

Transcript of Customer Return Referrability Evaluation

Page 1: 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.

1 2 3

2. We talk with prospective & inactive clients & understand exactly why they may not buy

from us...& why they may have left us.

1 2 3

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.

1 2 3

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.

1 2 3

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.

1 2 3

6. We ‘plant the referral seed’ & clearly outline that we welcome referrals on our website, in

our marketing collateral & during meetings.

1 2 3

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.

1 2 3

[email protected] 0410 471 200

1308/109 Pitt Street, Sydney NSW 2000 02 9347 2436

customerreturn.com.au 02 9347 2437