Developing Service Standards and Client Feedback Systems

  • By John Sharkey
  • 11 March 2014 00:00

When looking at setting client service standards it is a good idea to consider which elements of your firm's service would benefit from having standards set. Establishing these across the key elements of the service delivery processes of the firm, that are regularly monitored, will help in ensuring the needs of clients are being consistently met. These standards need to be specific, measurable and should again be based on our clients' expectations, not on what we think is good for them.

This is the latest blog in our series on the 5 Cs of marketing in 2014 and if you have missed the other blogs you can find them here part 1, part 2, part 3, part 4 and part 5.

Such measures help to turn good intentions into consistent sustainable action and some suggestions of what could those standards could look like are included in the free download at the end of this blog.

Client feedback can certainly help in setting your service standards and there are various methods for doing this. The following options are examples that will give you useful insights with varying degree of quality and quantity of information:

  • Keeping one's ears and eyes open during current engagements
  • Formal, engagement team debriefings with clients
  • Conducting a strategic, market research survey, say every three years
  • Setting up a client user group (say 5 to 7 clients) that meets two to three times a year
  • Visit to key clients by partners or senior managers not involved on the engagement
  • A 'reverse' seminar - where a key client is invited to come and talk to the firm about their business, the industry in which they operate and the challenges they face
  • A questionnaire sent to clients at the end of each 'significant' engagement

Collecting data is only the start of the process, as looking at ways to analyse and validate the data for action will depend upon the feedback method chosen. So it is important to understand the limitations of the methods you have chosen and look at ways to validate the data before making a firm plan for your service standards.

For example a comment from meeting with a client may be a singled out comment based upon the current circumstance rather than the norm, whereas a scale of 1-10 on a survey may be more objective. Any signpost in feedback will give you an action point opportunity with that client and give you indications on improvements and/or opportunities in your service standards. The only way to get better at this is through continual monitoring, control and aligning performance measures that are then reviewed on a regular basis.

In our next blog we shall look more in-depth at the analytical aspects of surveys and particular emphasis on a method called Voice of Customer (VOC).

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