CLIENT CARE Flashcards

1
Q

What is a tailored service?

A

Customising approach to meet the client’s needs

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2
Q

What is CBRE’s complaints handling system?

A

7 days respond outlining receipt of the complaint

Senior Director/above responds formally within 28 days

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3
Q

How did you produce tailored reports?

A

Gain feedback on what the client needs

Propose solutions

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4
Q

How do you meet client’s needs?

A
  • Establish what they are.
  • Make sure our proposal can meet them in terms of resource
  • Seek continuous feedback
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5
Q

Where have you provided a great service?

A
  • Understood the requirements
  • Had feedback throughout
  • Regular reporting
  • Collected data for lessons learnt
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6
Q

Tell about why it is important to develop long-term client relationships.

A
  • For repeat business,
  • Good relationships
  • Future recommendation
  • Word of mouth
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7
Q

Tell me about the different stakeholders you have come across in your role.

A

QS, M&E, Architect, Landscape, Acoustic

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8
Q

Tell me about how you have tailored your client care to one of these stakeholders.

A

Held specific meetings relating to a stakeholder (e.g acoustic workshop)

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9
Q

Why is it important to you to set objectives?

A

They provide clarity when working and enable me to understand how well I am progressing through my career.

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10
Q

Tell me about your duty of care towards your clients.

A

I always act in the best interest of my client and follow the five global professional and ethical standards.

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11
Q

How have you defined your scope of services?

A
  • Project overview
  • Scope of works
  • Task list
  • Project programme
  • Project deliverables
  • Success criteria
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12
Q

How do you set fees?

A

CBRE’s fees are pre-set dependant on role. Programme / number of days worked x daily fee.

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13
Q

How have you used standard forms of appointment?

A

When appointing project consultants.

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14
Q

What mechanisms are contained within an appointment document?

A

Payment mechanisms, dispute resolution, termination.

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15
Q

What process needs to be in place for handing clients money?

A
  • Rule 8 for firms
  • Clients must always have access to funds
  • Must be a ringfenced account
  • Must not be overdrawn
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16
Q

What must a Complaints Handling Procedure include?

A
  • Must be clear and quick.
  • Minimum of two stages
  • Acknowledge claim as soon as possible
  • Dealt with by a senior person
  • If not resolved it goes to a redress scheme approved by RICS.
  • Notify PI insurers straight away.
17
Q

What is client care?

A
  • Professionalism
  • Competence
  • Punctuality
  • Trust
  • Reliability
18
Q

When would you decline an instruction?

A
  • Conflict of interest
  • Not resource job adequality
  • Illegal
19
Q

What makes up a fee proposal?

A
  • Exec summary
  • Client needs
  • Project issues
  • Benefits or clients
  • T&C’s
  • Proposed fees.
20
Q

What is a client brief?

A
  • Provide a foundation for the initiation of the project.
  • Formal statement of objectives
  • Detailed enough to enable project team to execute brief.
21
Q

How would you limit risk if you thought a client was financially unstable?

A
  • Dun and Bradstreet credit check
  • Company’s House
  • Internal company accountant review
22
Q

If you get asked to lower fees what do you do?

A
  • Reduce scope or pay initial amount.