Active Retention

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Description

Our professional analysts review every client response, write up an overview report addressing and rating each of the five areas and identify issues and opportunities for each client based on their questionnaire. Our technology rapidly disseminates this information to your account teams to ensure that your firm can keep and grow clients.

Our team has worked extensively to build and develop the best services to retain clients in the professional services industry today! We are constantly conducting detailed research to uncover the best methodologies and systems to attract and retain top clients. This research has included projects with some of the top organizations in the US, as well as detailed discussions with knowledgeable leaders in similar professions. We feel our models, databases, technology and knowledge base in client retention, referrals and cross-selling are unmatched.

This special survey process allows Active Retention to gather candid information about how your clients really feel in five key areas (loyalty, cross-selling, referral, industry expertise and present and future service/product value) and how they see your competitors relating to their future. Our Actionable Client Review methodology is specifically designed for B2B organizations, where account teams need immediate access to client insights in order to take action.

Our “Pay for Performance Model” guarantees your organization candid customer feedback, saved clients, new business and compelling results. If we don’t find any cross selling opportunities, potential referrals or clients ready to leave that you didn’t know were unhappy – you don’t pay. But that’s never happened on even one of our projects. Review some of our case studies on the Client Testimonial page to see what you can expect. Our solution will help you expand and improve existing client relationships and develop new ones.

We use the unique insights we provide into your clients’ thoughts, perceptions and actions in the marketplace – details which are unavailable without our system – to identify your at-risk clients. Out of 300 plus contacts, we expect to find at least 10 to 15 “Risk Clients,” an identification which should translate into close to $200,000 in saved revenue. By adding the cross-selling and referral opportunities we typically identify you can easily double this figure.

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