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How to create the ultimate client survey

How to Create the Ultimate Client Survey

In Part 1 of this series, Closing the Loop with Client Surveys, we concluded that the main purpose of a client survey is to help integrators maintain customer relationships. And a survey accomplishes this by capturing alignment or disparity in … Read More

Closing the Loop with Client Surveys

Closing the Loop with Client Surveys

Client surveys can help integrators maintain customer relationships When we speak with integrators about client surveys, we often hear, “We don’t use them anymore because people don’t return them.” Or worse, “We get some back, but nobody reads them.” And … Read More