Satisfaction Surveys Reimagined: How Top Firms are Amplifying the Voice of the Client

Wednesday, March 29, 2017, 1:00 PM - 2:15 PM ET

Most accounting firm client satisfaction survey programs are missing the mark in returning the value they should be. But, it doesn’t have to be that way. If you are tasked with marketing initiatives, service delivery or growth at your firm you understand the importance of protecting and growing your most valuable asset; your loyal clients. Join Eric Gregg, CEO of Inavero and the Best of Accounting Program for client satisfaction in a fast-paced discussion on how a simple, client survey can evolve into a growth engine for your firm.

Key takeaways include how to:

  1. Avoid the 10 most common mistakes firms make with their satisfaction survey programs.
  2. Sell the partners at your firm on the value of a client survey program.
  3. Develop a checklist for what’s needed to launch an effective survey program or improve your existing survey.
  4. Use survey feedback as a powerful differentiator in your marketing and business development strategies.

Walk away from this webinar understanding best practices for designing, launching and optimizing a client satisfaction survey program for your firm.

Location

Dial-in Instructions:
Login instructions will be sent prior to the event