Client Care Flashcards

1
Q

How can you uphold professionalism in the workplace ?

A

consistently demonstrate integrity, respect, and ethical conduct, fostering a positive and collaborative environment.

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2
Q

What is one of the aim’s of acting with professional integrity?

A

repeat business

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3
Q

How can you get repeat business?

A

by understanding client needs, building strong connections, and delivering quality output promptly.

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4
Q

What are the benefits of repeat business ?

A

include a stable revenue stream, strengthened client relationships, and the potential for referrals, enhancing long-term sustainability and success.

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5
Q

What is AECOM’s complaints handling procedure for clients dissatisfied with service?

A

involves prompt acknowledgment, thorough investigation, and resolution to address client dissatisfaction with the service, ensuring a commitment to customer satisfaction.

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6
Q

What is AECOM’s client feedback forms role ?

A

to collect data on the quality and value of the service provided based on client input.

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7
Q

How do you cultivate a strong and efficient connects with clients across all projects?

A

involves active communication, understanding their needs, and consistently delivering high-quality results to build lasting relationships based on trust and satisfaction.

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8
Q

How did you build a positive rapport with the client team on citi bank ?

A

I spend 2-3 days a week on site.

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9
Q

How did i allow the client to feel comfortable approaching me with project inquiries?

A

I conducted regular meetings with the client, addressing project progress, change management, and presenting various cost exercises.

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10
Q

How did i make the client feel cared for when implementing decisions ?

A

I would make sure to talk about the client’s timelines and inform them of my estimated duration to complete the necessary tasks

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11
Q

What is the importance of customizing my approach to each client ?

A

lies in tailoring solutions to their specific needs, fostering better understanding, and building a collaborative relationship that enhances overall project success.

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12
Q

What is client care?

A

The principle of client care is looking after the clients’ best interests and providing an appropriate level of service that satisfies the client’s needs and achieves VfM.

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13
Q

What can client care be provided through ?

A

Client care can be provided through:
o Professionalism.
o Competence.
o Punctuality.
o Trust.
o Reliability.
o Presentation.
o Regular communication.
o Review of services provided and standard.
o KPIs to monitor client satisfaction.
o Client Performance Feedback.

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14
Q

What does CPF stand for ?

A

Client performance feedback

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15
Q

Why is Client Care important for surveying firms?

A
  • The majority of work is developed through repeat business from existing clients.
  • Therefore, it is important not only for the client to achieve their requirements but also for the company
    to encourage repeat businesses where possible.
  • However dissatisfied Clients can be very damaging as negative feedback and experiences can spread
    quickly.
  • Providing excellent client care can also reduce the potential for negligence claims to arise.
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16
Q

What is CPF?

A

*Client performance feedback is the process of gathering and acting on feedback from the client. This
comprises:
o Gathering feedback during and after project completion.
o This is usually carried out by an independent person.
o The feedback sets the standards for the company and identifies areas for improvement.
o It encourages open discussions with the client to ensure satisfactory service is delivered and
that goals are achieved.
o It also provides an opportunity to gain future work for the company.

17
Q

How often is CPF carried out?

A

CPF is usually carried out at regular intervals (3-6 months) to ensure any problems can be
identified and rectified as early as possible.

18
Q

How would you identify the needs of a client?

A

Each client & project is different & their needs would be assessed on their own merit, this could be achieved by:-
o Holding discussions regarding project key deliverables & the scope of services required.
o Reviewing past CPF scores & identifying key areas for improvement.
o Reviewing any complaints to identify mistakes and best practice methods of working.

19
Q

What is the purpose of a Client Brief?

A

The purpose of the client brief is to provide a firm foundation for the initiation of the project.

20
Q

What is a Client Brief?

A

It is a formal statement of the objectives and functional and operational requirements of the finished
project.

20
Q

Please provide an example of your client care & empathy skills?

A
  • Despite working on multiple commissions I always try to ensure that I prioritise each client’s needs
    accordingly.
  • My approach is to always make the client feel like their project is the only commission I am working on.
  • Through organisation and communication I can meet the deliverables of each client in advance of the
    agreed deadlines and am always sure to deliver work to a high standard.
21
Q

What do you need to consider when preparing a fee bid?

A

*My firm has its own procedure for preparing fee submissions, this comprises:-
o Finding out what the client’s requirement are and identifying whether this is a service that we provide.
o A bid or no bid form is populated to identity if this is suitable for the business by considering the risks involved.
o There are varying levels of sign off depending on fee value prior to submission.

21
Q

When should you decline an instruction of new work from a client?

A
  • If there is a Conflict of Interest.
  • If the appointment is would not be in the clients’ best interests.
  • My firm may not be able to resource the job adequately.
  • If the project is outside of my skillset.
  • If the work was unlawful.
22
Q

What makes up a fee bid proposal?

A
  • The Executive Summary including reference to the Scope & Solution.
  • Identification of the Client’s needs & key deliverables.
  • Identification and analysis of Project issues.
  • Communication of key Benefits for the Clients.
  • References to relevant experience.
  • The Conditions of engagement.
  • A Methodology.
  • An Organogram.
  • The proposed fees.
  • Supporting CVs.
  • References to the project programme.
  • Identification of sub consultants.
  • A List of quality assurance procedures
22
Q

How would you limit the risk of working with a client who may be
financially unstable?

A

I would use a screening process to check the client’s finances, this could include:-
o A company search using the Companies House website to obtain their account information.
o A Dun & Bradstreet or credit safe credit check.
o An Internet search using their website for additional information and to make a judgement on their reliability.

23
Q

If your client asked you to lower your fees because of their limited
funding, what would you do?

A

The client would have to pay the required price for the level of service required or reduce the scope of works involved.

24
Q

How would you calculate a fee proposal?

A
  • I would review the work involved with the commission based on the level of information available.
  • I would calculate the time & number of individuals required to undertake the work & multiply it by an
    hourly rate adding a suitable allowance for over heads and profits.
25
Q

What is your company’s procedure for client’s feed-back?

A
  • We undertake formal project reviews with the client every two months.
  • In my day-to-day involvement with the client I look to obtain regular informal feed-back through verbal and email communication.
  • We undertake a satisfaction survey questionnaire at the end of each project.
26
Q

what are the two stages RICS specifies as a minimum for complaint handling?

A

o Stage 1 – The complaint in the first instance is reported to a Senior Member of the firm or the designated complaints handler.

o Stage 2 – If the complaint cannot be resolved this is referred to the independent redress mechanism.

27
Q

What is your company’s procedure for complaint handling?

A
  • The person is invited to make a complaint in writing to our designated complaint handler who will investigate the complaint with all parties involved and advise the complainant of any action taken
    within 21 days.
  • If the complainant is not satisfied, the complaint is escalated to the Regional Managing Director who will take action and respond within 21 days.
28
Q

How do you identify your client’s needs and expectations?

A
  • I am always sure to ask questions and listen to the client on key challenges and issues they are facing.
  • I also use client’s briefing checklists where applicable.
  • If not i ask the client for further clarification on their specific requirements.
29
Q

How do you establish trust?

A
  • I am transparent and honest about my actions at all times.
  • I learn about my client and their long term objectives in addition to key challenges they are facing.
  • I only act inside the parameters of my level of expertise and competence.
  • I always act in a professional manner.
  • I always provide a high level of service.
30
Q

How do you encourage repeat business?

A
  • I provide high levels of service and customer care during projects.
  • I regularly obtain feedback and act on it.
  • By dealing with complaints honestly and effectively.
  • Through keeping in touch with clients even when we have no live projects with them.
31
Q

What are the advantages of working from a client’s
office?

A
  • The advantages are quicker and clearer lines of communication.
  • A better understanding of the client’s culture, needs and expectations can be determined.
32
Q

What are the disadvantages of working from a client’s
office?

A
  • The disadvantages are the loss of technical support from colleagues and a possible isolation from my
    own organisation’s culture.