The Key client management healthcheck is designed to help professional services firms assess how they perform in 12 core aspects of key client management. From our experience, success in these aspects tends to protect client relationships from competitors and brings a more profitable and loyal client base.

What does it do?

The Managing Key Clients Healthcheck is a perception questionnaire, completed by a firm. In doing so, they receive a report which gives a detailed assessment of their approach to their key client relationships. This enables those involved in client relationship management to gain a better understanding of the firm's views and approaches in these fields by:
 

• Giving a snapshot of current strengths and weaknesses in their approach
• Identifying areas where support and development is needed to realise greater opportunities
   

How can it help?

Some firms use a number of their people to complete the questionnaire, in order to obtain a more holistic view of its overall performance in this area. As a result the Healthcheck is a valuable tool when used:
 

• To determine the short and long-term strength of the client portfolio
• To identify and support client protection strategies
• Alongside fee-income reports - to understand how certain activities and approaches, result in particular income levels from existing clients
• As part of a firm's Personal Development Reviews/Appraisal Systems - to ensure support and development are given in the areas that need it most
• As a guide for a firm's marketing and business development plans - to focus investment on the areas that need it most

For more information about using our Managing Key Clients Healthcheck service, please contact James Skeels on +(44)1932 260062 or email him at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

View PACE Key Client Management Case Studies by clicking here.