Client Care Flashcards
What is a KPI?
Key Performance Indicator
- used to track progress, could be financial or satisfaction based.
What is a Client?
A person who engages the professional advices or services of another
What is personal data?
Data that relates to an identified or identifiable individual;
- Name
- IP Address
- Date of birth
- Address
Why is client care important?
- Encourages repeat business
- Builds trust in the profession and firms
- promotes the reputation of a business
How have you issued reports to clients?
Through multiple platforms but widely through meeting over MS teams or in person. Also via a weekly update email.
Provide an example of good client care
A client was unaware of the rules and regulations regarding septic tanks and how they must meet spec.
I ensured to explain each requirement and step in detail ensuring that they understood their responsibilities.
What is CRM?
Customer Relationship Management
what is a client brief?
Tailored to the client and instruction. Generally includes;
- Date
- Surveyors name
- Client
- Statement of issue/instruction
- Aims
Solution/Service
- Pricing
- Deadlines
what governs arbitration?
The Arbitration Act 1996
