How to meet your client's needs

For Accountants Guiding Business Owners along the Advisory Pathway

Click image to download the spreadsheet

So, you’re on the journey to find out why your client’s repeat sales are below the budget you agreed. You’ve opened Runagood® Module O01 and set up a customer survey using  Survey Monkey or similar, and used or adapted the questions in the readymade template (see last post). The answers will tell you how well you understand and meet their needs.

Download the customer survey template here.

While you wait for customer replies to come in, use the exact same approach to set up a survey of suppliers using these or adapted questions, to see how easy you are to deal with.

In the next post I’ll show how to convert the answers you receive into objective assessments of what you are likely to deal with and turn those into a ‘decision tree’.

Practical stuff from AI Business Advisor® See the series here