Date: _____     Client: __________

Once you've planned and implemented a client-building strategy and established a proactive service routine, periodically assess the results of your efforts. Review this client's file at least twice a year, asking yourself these questions:

  1. Am I contacting this client enough?

    2. [ ] Yes     [ ] No

  2. Am I responding quickly enough to calls, letters, and service requests?

    3. [ ] Yes     [ ] No

  3. Is there anything else I should be doing for this client?

    4. [ ] Yes     [ ] No

  4. Am I missing any add-on sales, cross-selling or new marketing opportunities?

    5. [ ] Yes     [ ] No

  5. Have I delivered on all of my promises and met my client's expectations and vice versa?

    6. [ ] Yes     [ ] No

  6. Am I doing everything I can to develop working relationships with the client's professional advisers?

    7. [ ] Yes     [ ] No

  7. Am I making effective use of network prospecting opportunities with this client?

    8. [ ] Yes     [ ] No

  8. Am I asking for enough referrals and introductions? Am I getting them?

    9. [ ] Yes     [ ] No

COMMENTS:

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