C.H. Dean - Internal Survey: Business Development & Client Experience Insights C.H. Dean

Internal Survey: Business Development & Client Experience Insights

As part of our ongoing efforts to strengthen client relationships and grow our firm, we want to gather valuable insights from our team. Your candid and thoughtful responses will help shape our business development strategies, refine our service model, and identify areas of opportunity. This survey is anonymous, and there are no right or wrong answers. Please take a few moments to share your perspective.

Name (LEAVE BLANK IF YOU WANT TO BE ANONYMOUS)

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Defining Exceptional Service & Client Expectations

1. What does exceptional service mean to you?

2. In your opinion, what do our clients value most in our relationship with them?

3. What are the most common concerns or pain points you hear from clients?

4. If you were a prospective client evaluating our firm, what would be the top reasons you would choose us over a competitor?

Growth & Client Acquisition

5. What types of clients do we serve best? Are there client profiles or industries we should focus more on?

6. Which of our current clients do you believe are the biggest referral sources?

7. Where do you think we’re missing opportunities to acquire new clients?

8. Are there services or capabilities we don’t currently offer that could help attract new clients?

9. How well do you feel we differentiate ourselves from competitors? (Scale of 1-10, with comments on why you rated it this way.)

Relationship Management & Firm Health

10. Who do you feel are the 10 most important relationships for the overall health of our firm (e.g., clients, centers of influence, referral partners, vendors)?

11. Are there key relationships we are neglecting or could nurture better?

12. What gaps do you see in our current service model?

13. What improvements could we make to enhance our client experience?

Internal & Competitive Advantage

14. What services do we offer today that truly differentiate us from competitors?

15. Are there any internal processes, tools, or resources that would help you better support client relationships or business development efforts?

16. If you could change one thing about how we acquire, serve, or retain clients, what would it be?

Final Thoughts

17. Is there anything else you believe leadership and the team should know as we work to grow and improve the firm?