WHAT DO CLIENTS WANT PACKAGE

Would you like to benchmark your own clients against our findings – and use this as an opportunity to engage with your clients to find out what they want?
Our template packages detailed below can help you with this.

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1. What Client Want Templates Package - £500 plus VAT
   We provide you with the templates – the survey structure, communications to send to clients to invite them to participate, a guide to help you run the process inc. a checklist and a 1-hour consultation with Clare Fanner to go over everything. You would then run the exercise yourself.
    

2. What Client Want Benchmarking Package - £1,500 plus VAT
   We would set everything up and run it for you inc. benchmarking the results against our data, reporting back via Zoom/Teams to you/your team.
    

3. What Client Want Benchmarking PLUS Workshop - £2,750 plus VAT
   Everything detailed in option 2 PLUS a tailored workshop with you/your partners running through the key learnings and specifically facilitating roundtable discussions (e.g., break them into groups) to discuss the key areas, findings, what things your firm could/should do based on the findings. You will leave with a tailored action plan for your firm and highly engaged partners!

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Starting with a What Clients Want project will benefit you in several ways, most importantly it provides you with the opportunity to:

 

• Show clients you care, e.g., not just asking about how you did, but asking them what’s important to them

• Giving you a reason to re-engage with and communicate with a range of your clients (don’t limit who you decide to involve in this project)

• You will generate new opportunities through this project e.g., clients instructing you

• Engage your partners/key stakeholders.

  • Help them to understand what clients want and what is important to them (don’t assume)

  • Benchmark your clients against the wider client data we hold (are your clients ‘the same’?)

  • Elevate the topic within your firm e.g., having a clear understanding of clients wants and needs and staying connected with them

  • Highlight and agree areas where your firm could/should make changes (and indeed affirm current processes/approaches where this is supported)

  • Get ahead of the game in terms of anticipating future needs and areas to work on e.g., do you have a strategy for the younger generation who clearly have different wants than the older generation?

• Etc.  There is much to be gained from running this exercise.

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Please contact Clare Fanner for more information.

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