Client care Flashcards

1
Q

What is your duty of care when trying to push on a rent in an agency seat?

A
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2
Q

What is your firm’s client care protocol?

A

Confirm needs and objectives from outset
Provide clear written terms
Obtain feedback
Regular client contact/check-ins

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3
Q

What rules of conduct are relevant to client care

A

Rules 1,3 and 5

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3
Q

How do you identify new clients?

A

In my current agency role I attend networking events regularly and directly reach out to occupiers who might have an upcoming lease expiry and therefore might require professional advise on an acquisition

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3
Q

How do you seek to improve your client care?

A

Ensuring I am seeking regular feedback from my clients to understand specifically how I can improve

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4
Q

Provide an example of when you have shown client care?

A

When undertaking a new instruction, I arrange a meeting to understand the objectives of the client and their expectations and arrange weekly or bi-weekly meetings to keep up to date with instructions.

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4
Q

Why is it important to show client care?

A

Aligns with RoC 3 and 5, also effective client care can lead to increased business generation in building a relationship and therefore trust

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5
Q
A
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6
Q
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