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Client evaluation tool

Sep 19, 2021 · 599 KB Download

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The Client Evaluation Tool should be used to evaluate your existing clients on a scale of one to five, according to several attributes, including how well and timely the client pays, how much you enjoy working with them, and how open they are to receiving additional services. Once your clients are evaluated according to the given criteria, you will rank them as “A,” “B,” “C” or “D” clients. Devote more time and energy to your “A” clients, try to improve

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

File name: Clientevaluationtool.xls

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