Client Relationship Assessments

Relationships with clients and customers are among the most treasured assets of any successful business.  They are the conduit to all revenue and profits that is generated.  But how strong and secure are those relationships?  Have they been systematically measured and analyzed for strengths, weaknesses and risks?  How is it that something so important to business success does not have more clear and trackable metrics?

The Relational Quotient® Advantage

Thanks to recent advances in cognitive psychology and social network analysis, it’s now possible to measure the strength and results impact of client and customer relationships at the individual, group and enterprise level. Our proprietary Relational Quotient®  or RQ® Assessment tools leverage these advances to deliver metrics and insights that quantify relationship strength,  as well as diagnoses where strengths and opportunities for improvement remain.

These innovative assessments can be deployed on a stand alone basis, or as an additional module within existing CRM, market research or performance assessment systems.  These Client RQ Assessments provide deep, actionable insights that lead to improved customer retention, penetration and growth.

Client RQ

When tracked on a periodic basis, Client RQ Assessment measures provide a progress report on action plan impact and a roadmap to further plan refinements. In particular, Client RQ Assessment data and insights can be applied to enhance performance in the following areas:

Sales Effectiveness

  • Organic Sales Growth
  • Client Needs Assessment
  • Account Segmentation
  • Sales Forecasting
  • Resource Allocation
  • Sales Support Effectiveness

Customer Retention

  • Customer Retention
  • Account Penetration
  • Account Staffing
  • Risk Management
  • New Account Acquisition
  • CRM System Effectiveness

Talent Development

  • Candidate Evaluation
  • Performance Assessment
  • Targeted Training
  • Development Planning
  • Succession Planning
  • Leader Onboarding