Client Service ReviewsTM and Lost Client Reviews

The actionable loyalty, referral and cross-selling solution
  • Find clients ready to leave in the next 6 months that your teams think are happy
  • Find specific situations where your competitor is failing for a client
  • Guaranteed Minimum 300% potential Return On Investment (ROI)
  • Guaranteed 50% Response Rate
  • Dramatically increase untapped cross selling opportunities
  • Dramatically increase referral/introduction opportunities
  • No IT effort required by your firm
  • Dashboard to drill down on all results
Our fast and effective process will yield candid details about what your clients want, need and would like to buy. Best of all, we determine the competitive landscape, delivering details of your competitors' performance and alert you whenever the competition is delivering sub standard service. And our state of the art technology gives you fast and easy access to your results and what you teams should be doing in seconds.
At Active Retention, our products and services are all about uncovering the real relationships between you and your clients - the side they don't talk about and how your clients are working with your competitors.
  • Client Service Reviews
  • Lost Client Reviews
Our Client Service ReviewTM solution has yielded very compelling results - so compelling that we guarantee a 50% response rate and a 300% ROI on every project - in writing! And like all of our clients, you will be surprised with the candid and deep feedback from your best clients.
We offer other complimentary products including a national benchmarking module* which allows you to compare your scores with other organizations similar to you.
Our Lost Client Reviews offered detail analysis of former clients. This is done through our interviews, using our own unique methodology.
Client Service Reviews:
Active Retention has pioneered a process called Client Service Reviews. This special survey process allows us to gather deep, candid information from your best clients about how they really feel about their loyalty to your firm and how they are working with your competitors. Our analysts review every client response and our technology rapidly disseminates actionable information for keeping and growing clients to your management and field teams. We help your company to dramatically improve loyalty and retention and to generate significant cross selling and referral opportunities. Every company receives a minimum of a 50% response rate, a 300% ROI and a unique view into their best clients' thoughts and perceptions and actions in the marketplace unavailable without our system. The executive team has an easy to use dashboard to drill down on any aspect of these essential insights generated by the AR process and system - all in seconds.
Lost Client Reviews:
Why are your clients moving to the competition? Perhaps you heard they left due to price issues, innovative programs by your competitors or service related issues but have no empirical information to validate these perceptions. In some instances, the loss may have come as a complete surprise to your organization. On the other hand, perhaps someone in your organization knew about the issues but did not effectively communicate these to management. We customize Lost Client Reviews specifically for your organization, and elicit candid responses to identify the real reasons that your clients have moved to competitive offerings. We utilize advanced telephone interviews to ensure your organization receives the strategic and tactical feedback necessary to optimize client retention. Active Retention's Lost Client Reviews improve client retention by identifying the fundamental reasons for client loss.
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141 Newburyport Turnpike, Suite 102, Rowley, MA 01969 | 978.815.6123