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360 SURVEY OF CLIENT RELATIONS (SCR)

The 360 Survey of Client Relations (SCR) 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.

360 SURVEY CLIENT RELATIONS SAMPLE REPORT

THE SURVEY OF CLIENT RELATIONS 360 TASK CYCLE®

I. ESTABLISHING RAPPORT
Understanding the client’s business, conveying information clearly, and proactively providing clients with relevant information.
II. IDENTIFYING CLIENT NEEDS
Analyzing and addressing unique client needs.
III. RESPONDING TO NEEDS
Making appropriate recommendations.
IV. GAINING ACCEPTANCE
Collaborating in the decision-making process and effectively responding to client concerns.
V. DRIVE
Demonstrating enthusiasm, and appropriately utilizing product and process expertise to get results.
VI. ACKNOWLEDGEMENT
Acknowledging positive relationships with partners.
OUTCOMES
Professionalism, Approachability, and Overall Satisfaction are leveraged through the mastery of Task Cycle phases.

Task Cycle® name and image are registered trademarks of The Booth Company

360 SURVEY OF CLIENT RELATIONS PRODUCT SHEET

 

360 CLIENT RELATIONS SURVEY

Application: Consultative skills development
Audience: Consultants, sales persons, and service & client representatives
Respondents: Self, Manager, Clients, and Associates
Questions: 55 questions, 3 open-ended

REPORTING DASHBOARDS

  • Review summary level data and click on a data point to drill down to the score details.
  • Easily turn rater groups on and off to focus or compare specific sets of data.
  • Toggle between Raw and Centile Scores, while some graphs also allow you to sort Highest to Lowest, Lowest to Highest, or by Competency order.

UNIVERSAL PDF REPORTS

  • PDF reports are full color with stunning visual displays of 360 survey data.
  • Many customization options available from charting to matching an existing report.

360 SURVEY CLIENT RELATIONS SAMPLE REPORT

The Task Cycle® is a validated organizing tool that can help leaders know where to focus their development. It is presented as a logical sequence of events, with each phase contributing to achieving the final goal.

Task Cycle® name and image are registered trademarks of The Booth Company.

360 Inquiry

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