SlideShare a Scribd company logo
Confirming your client proposition
 & generating new opportunities
      The Customer Feedback Centre




                   In Commercial Confidence
               ©Financial Quality Solutions Limited
Why ask for client feedback?

It’s vital to know what your clients think about
   your service proposition because….
• A satisfied client will keep quiet
• A dissatisfied client will tell 7 people about
   their experience
• A highly satisfied client will recommend you to
   3 people


                        In Commercial Confidence
                    ©Financial Quality Solutions Limited
Shape your business




    In Commercial Confidence
©Financial Quality Solutions Limited
Shape your business

•   Deliver the right service
•   Gain testimonials & referrals
•   Build your marketing strategy
•   Measure the success of what you do
•   Demonstrate value in your advice
    proposition

                       In Commercial Confidence
                   ©Financial Quality Solutions Limited
Ask. Analyse. Act

    EVENT DRIVEN FEEDBACK                                 CLIENT SURVEY
• Business as usual                   • Periodic
• After each interaction              • Sample of clients or entire
• Timely & relevant                     client base
• Outcome driven questions            • Broad operational questions
  about a specific service              about service proposition
• Measures ongoing                    • Measures overall attitude of
  satisfaction with your                clients to your proposition
  service                             • Supports your segmentation
                                        approach
                           In Commercial Confidence
                       ©Financial Quality Solutions Limited
A simple process
• Increase response rates
• Reduce admin costs
• A slick, engaging experience for your
  clients
• Market your services & generate
  revenue
• Responses & scores to analyse feedback
  easily
• Action plans to evidence & monitor
  success
• A suite of reports
                         In Commercial Confidence
                     ©Financial Quality Solutions Limited
Gather opinions




    In Commercial Confidence
©Financial Quality Solutions Limited
Using the results
                                                      • Testimonials
                                                      • Reward
                                                      • Referrals



• Focus activity
• Business
  improvement
• TCF evidence
                       In Commercial Confidence
                   ©Financial Quality Solutions Limited
Surveys for Segmentation

• Who are your
  clients?
• What do they think
  about your service
  proposition?




                           In Commercial Confidence
                       ©Financial Quality Solutions Limited
Client Segmentation
                   •       Develop your proposition
                   •       Target activity
                   •       Generate more business
                   •       Develop your marketing
                   •       Establish remuneration tariff
                   •       Increase profitability




    In Commercial Confidence
©Financial Quality Solutions Limited
Use feedback innovatively
Direct clients who provide positive feedback to…
                                                           • Twitter
                                                           • LinkedIn
                                                           • Other Social
                                                             Networking Sites
                                                           • Your Blog
                                                           • Your website




                        In Commercial Confidence
                    ©Financial Quality Solutions Limited
What our users think…
“TCF Centre… is simple to administer and generates clear feedback reports for monitoring.
  Our response rate is much higher and the MI clear and useful. I would recommend TCF
Centre to any business that considers obtaining customer feedback central to measuring its
                                  ongoing TCF progress.”
                    Alex Turco, Director, Positive Wealth Creation Ltd (PWCL)


          quot;TCF Centre helps us to view our business fom our clients' perspective”
                   Chris Glazier, Managing Director, Tom French & Associates


“We see TCF Centre as an extremely valuable tool to help us continually offer our clients the
                              very best service proposition”
          Simon Jackson, Director and Compliance Officer, Towergate Financial Services


“...there is very little effort involved in asking our clients for feedback and that means I can
        focus on what the management information is telling me about client opinions”
               Graham Cross, Chief Operations Officer, Helm Godfrey Partners Ltd

                                            In Commercial Confidence
                                        ©Financial Quality Solutions Limited
The Customer Feedback Centre




www.finqs.co.uk                       01564 711153
                In Commercial Confidence
            ©Financial Quality Solutions Limited

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Pitch Deck Teardown: Kinnect's $250k Angel deck
 

Confirming your proposition & generation new opportunities with The Customer Feedback Centre

  • 1. Confirming your client proposition & generating new opportunities The Customer Feedback Centre In Commercial Confidence ©Financial Quality Solutions Limited
  • 2. Why ask for client feedback? It’s vital to know what your clients think about your service proposition because…. • A satisfied client will keep quiet • A dissatisfied client will tell 7 people about their experience • A highly satisfied client will recommend you to 3 people In Commercial Confidence ©Financial Quality Solutions Limited
  • 3. Shape your business In Commercial Confidence ©Financial Quality Solutions Limited
  • 4. Shape your business • Deliver the right service • Gain testimonials & referrals • Build your marketing strategy • Measure the success of what you do • Demonstrate value in your advice proposition In Commercial Confidence ©Financial Quality Solutions Limited
  • 5. Ask. Analyse. Act EVENT DRIVEN FEEDBACK CLIENT SURVEY • Business as usual • Periodic • After each interaction • Sample of clients or entire • Timely & relevant client base • Outcome driven questions • Broad operational questions about a specific service about service proposition • Measures ongoing • Measures overall attitude of satisfaction with your clients to your proposition service • Supports your segmentation approach In Commercial Confidence ©Financial Quality Solutions Limited
  • 6. A simple process • Increase response rates • Reduce admin costs • A slick, engaging experience for your clients • Market your services & generate revenue • Responses & scores to analyse feedback easily • Action plans to evidence & monitor success • A suite of reports In Commercial Confidence ©Financial Quality Solutions Limited
  • 7. Gather opinions In Commercial Confidence ©Financial Quality Solutions Limited
  • 8. Using the results • Testimonials • Reward • Referrals • Focus activity • Business improvement • TCF evidence In Commercial Confidence ©Financial Quality Solutions Limited
  • 9. Surveys for Segmentation • Who are your clients? • What do they think about your service proposition? In Commercial Confidence ©Financial Quality Solutions Limited
  • 10. Client Segmentation • Develop your proposition • Target activity • Generate more business • Develop your marketing • Establish remuneration tariff • Increase profitability In Commercial Confidence ©Financial Quality Solutions Limited
  • 11. Use feedback innovatively Direct clients who provide positive feedback to… • Twitter • LinkedIn • Other Social Networking Sites • Your Blog • Your website In Commercial Confidence ©Financial Quality Solutions Limited
  • 12. What our users think… “TCF Centre… is simple to administer and generates clear feedback reports for monitoring. Our response rate is much higher and the MI clear and useful. I would recommend TCF Centre to any business that considers obtaining customer feedback central to measuring its ongoing TCF progress.” Alex Turco, Director, Positive Wealth Creation Ltd (PWCL) quot;TCF Centre helps us to view our business fom our clients' perspective” Chris Glazier, Managing Director, Tom French & Associates “We see TCF Centre as an extremely valuable tool to help us continually offer our clients the very best service proposition” Simon Jackson, Director and Compliance Officer, Towergate Financial Services “...there is very little effort involved in asking our clients for feedback and that means I can focus on what the management information is telling me about client opinions” Graham Cross, Chief Operations Officer, Helm Godfrey Partners Ltd In Commercial Confidence ©Financial Quality Solutions Limited
  • 13. The Customer Feedback Centre www.finqs.co.uk 01564 711153 In Commercial Confidence ©Financial Quality Solutions Limited

Editor's Notes

  1. In today’s climate, clients demand the best service more than ever before. When times are tough, clients are more choosy about where they spend their money and they will look for more than simply the best price or product. For businesses to gain a competitive advantage, clients must be satisfied, loyal and most importantly engaged with your business.You can recognise those clients who are engaged with your business; they are enthusiastic about what you do, they recommend you to others, they provide you with testimonials, they become part of your marketing collateral and ultimately they increase your profits.In today’s presentation I am going to talk to you about how actively seeking and using client feedback can help you to shape your service proposition so that your clients become more engaged with your business. I’ll demonstrate the impact that measuring and managing client opinions can have on your business and give you some practical techniques and tools to make it easy to deliver a strategic feedback program that will drive referrals, shape your client retention strategy, support your client segmentation process and ensure that your clients become brand enthusiasts…