The Client Relations (SCR) is a validated 360 survey which measures the skills necessary to build strong client relationships. Effective representatives foster professional, mutually beneficial rapport with customers and other partners. A major aspect of this role is to understand all facets of a client's business and anticipate and respond to their needs. To be successful in the position, a representative must be friendly, motivated and, ultimately, ready to address the demands and concerns of customers as they arise. The SCR supplies feedback on the unique skill set needed to consistently provide a positive client experience.
The SCR Task Cycle
| Phase 1 |
| Understanding the client's business |
| Conveying information clearly |
| Proactively providing clients with relevant information |
| Phase 2 |
| Analyzing and addressing unique client needs |
| Phase 3 |
| Making appropriate recommendations |
| Phase 4 |
| Collaborating in the decision-making process |
| Effectively responding to client concerns |
| Phase 5 |
| Demonstrating enthusiasm |
| Appropriately utilizing product and process |
| Phase 6 |
| Acknowledging positive relationships with partners |
All Wilson surveys are based on the Task Cycle Theory a model that has been researched for over 40 years.