Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net Promoter Scoring) and CSS (Client Satisfaction Surveys) to their business growth strategy.
Some firms go as far as providing automated NPS surveys to every client following their onboarding process and at every year end.
Simply asking a client one question, “Would recommend us to a friend or colleague?” will shed new light on your client relationship and possibly help you identify potential “Referrers” or even potential “Leavers” and improving client retention.
Know Your Client in a different way!
- Send surveys automatically (e.g. on job completion)
- Send en-mass Surveys to a segment of people
- View & monitor client behaviour & feedback history
- Automate alerts creating proactive tasks on low/high scoring clients
- Identify new referrers and surface disgruntled clients
If you would like to know how you can delight your clients, please contact FibreCRM to Book a Discovery Call.
Making Accountants Lives Easier