Features & Benefits

Have your top clients stay with you for life!

The Client Service Review™ process is fast, easy and inexpensive.
We offer a proven predictive system with a simple questionnaire that is in use today by organizations both large and small.
Active Retention uncovers each of your clients’ Critical Service Factors and Referral and Cross-selling Profiles.
Implementation takes little of your staff’s time - training is included with every project.
All findings are delivered to your management team via your secure Management Reporting Web Site as soon as the first questionnaire is completed.
Our per client findings are delivered to your staff via Active Link™ each time they contact a participating client – right on their desktop.
There is no implementation effort or hassle with our software. Your IT team copies one small file onto your desktop - we do all the rest!
Allows your organization to improve retention by identifying and fine-tuning each one of that client’s Critical Service Factors
Gives your organization a unique and compelling competitive advantage: one-to-one, personalized service!

	One of our major clients was identified by Active Retention as imminently ready to leave - our team met with this client and turned them around. That alone was worth the price of our entire investment.
	Kathy Ybarrondo Vice President & Principal, Barney & Barney

Our next generation solution offers significant advantages to our clients:

Identify loyalty profile and retention risks
Act upon this information quickly to improve and build superior customer loyalty
Identify referral opportunities and significantly increase your referral pipeline
Dramatically expand cross-selling opportunities to increase organic growth