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Customer Engagement Assessment
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First Name
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Last Name
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Company Name
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Our organization has a structured follow-up process in place to ensure all employees are following the same protocol and no client or potential client is being neglected.
Not at all likely
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Extremely likely
Clear selection
Our organization routinely and systematically calls to sell existing clients our products or services.
Not at all likely
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Extremely likely
Clear selection
Our organization routinely and systematically calls to sell existing clients “new” products or services that they might not have knowledge of.
Not at all likely
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Extremely likely
Clear selection
Our organization routinely and systematically calls perspective clients to inform and potentially sell them products/services.
Not at all likely
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Extremely likely
Clear selection
Our organization contacts customers that haven’t called in 6 months and re-introduces our products/services to them.
Not at all likely
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Extremely likely
Clear selection
Our organization calls “lost customers” that used to buy from us and re-introduces our products/services to them.
Not at all likely
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Extremely likely
Clear selection
Our organization calls our “best” customers and asks them for referrals of others who might be able to use our products/services.
Not at all likely
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Extremely likely
Clear selection
Our organization takes all customer complaints seriously and follows up on them with vigilant intent to resolve the issue and preserve the client relationship.
Not at all likely
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Extremely likely
Clear selection
Our organization utilizes SMART goals when creating sales goals for employees.
Not at all likely
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Extremely likely
Clear selection
Our organization reviews and trains on it's unique value propositions so you can consistently inform customers about our valued-added product & services.
Not at all likely
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Extremely likely
Clear selection
Our organization knows precisely how much business is lost and why?
Not at all likely
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Extremely likely
Clear selection
Our organization consistently calls all open quotes/orders weekly to convert them into actual sales.
Not at all likely
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Extremely likely
Clear selection
Our organization reviews all client revenue quarterly checking for increased/decreased spending patterns.
Not at all likely
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Extremely likely
Clear selection
Our organization provides useful and relevant information showcasing us as industry experts.
Not at all likely
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Extremely likely
Clear selection
We check in with our clients to request feed back and to ensure no issues or problems have occurred.
Not at all likely
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Extremely likely
Clear selection
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