What Do Your Clients Think of Your Practice?

What Do Your Clients Think of Your Practice?

Accounting Practice Management

Do you really know what your clients think of your firm? If you don't conduct client satisfaction surveys, you don't really know your organization's strengths, weaknesses or opportunities to improve. You're operating in the blind and assuming many things. And we all know what happens when you assume things.

Organizations survey their clients to maximize the retention of current customers and improve their overall performance. Heck, even politicians understand the importance of surveys.

To truly improve your firm's loyalty ratings and retain clients longer, client satisfaction surveys should be conducted twice per year.

In today's era of higher client service expectations, client satisfaction surveys are essential tools for listening to clients about their satisfaction levels, developing strategies for improvement, and increasing brand loyalty. During the process, it is important to inform clients that their opinions matter, and that their responses will instigate change with your organization.

Reasons to Conduct Satisfaction Surveys

client satisfaction survey

Historical tracking of client satisfaction results are crucial to monitoring overall satisfaction as well as within certain sub-groups within your firm. Conducting these surveys will:

  • Demonstrate commitment to listening to clients
  • Increase profits
  • Improve client retention rates and improve loyalty
  • Improve quality of service
  • Quantitatively measure firm performance
  • Provide a venue for unhappy clients to vent, and then address their concerns
  • Re-allocate firm resources towards areas that concern clients

If you'd like to conduct client satisfaction surveys for free, try using Survey Monkey to send out your surveys electronically. They make it easy to tabulate your results and it's free to boot.

When to Send Out Client Surveys

To truly improve your firm's loyalty ratings and retain clients longer, client satisfaction surveys should be conducted twice per year. The first survey should be done right after tax season and second should be six months later.

Satisfied Clients vs. Loyal Clients

However, satisfied clients are not necessarily loyal clients. I'm sure you have examples of clients that were satisfied but switched to another firm that will apparently exceed their expectations. As a result, your goal is to increase the percentage of loyal clients, not satisfied clients.

Build Your Firm logo
What Do Your Clients Think of Your Practice?
admin image
Hugh Duffy, BYF CEO and Co-Founder

Hugh is the consummate marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. Hugh has more than thirty years of marketing experience. Since 2003, he has been teaching accountants on how to improve their marketing and make more money from their accounting practice.