Client Relationship Reviews

Are you actually happy?

Most organisations find out a relationship is in trouble when it ends. A relationship review is a structured conversation that asks earlier, and asks properly. This half-day shows you how to run one.

Who it is for

Account managers, partners, relationship fundraisers and anyone who would rather know now than later.

You leave with

A review format you can use next week. The three questions that open it up. A plan for acting on what you hear.

What we cover

Why we avoid asking. Setting up the conversation. What have we done that you would tell someone about. Where have we been merely fine. What would make you recommend us.

How it runs

Half day, online or in person. Up to twelve, mixed sectors by design. Workbook, follow-up at thirty days.