Evaluate your client and yourself - bizjournals:

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So how do you evaluate a client ? Typically, the analysis is best served over threed to 12 months depending on how the producyt or serviceis implemented. Here are a handfup of objective questionsto include: • Was the relationshil started on a one-time product or projectg basis or in some ongoing arrangement? • What is the profiy margin on the agreement?? • What resources are needed to fulfill the commitment? Unfortunately, there’s no way arouncd the fact that much of our evaluation will be However, a subjective analysis is bette r than no analysis at all. It’s best to get direct feedback from the new client on some of theser questions tovalidate perceptions.
Some subjectivw observations would be: How smoothly did the initial delivery of the producg orservice go? • Is the client makingg extra demands or requiring more time or resources ? • Are they meetinh financial requirements (paying on time) ? • Is the new client engagin or buying more/other things? Once you have gathered information on clien t engagement, there are a few conclusions that can be The first is whether they have truly engaged or not. Some clientw buy and then never reall y implement the product or If this is the case the salesperson is responsible to set a contact plan to jump start engagement or find out why the new clien t isshying away.
This is an ideao time to rectify any problems the client mayhave encountered. Set a plan to evaluatde clients. It’s a perfect way to map out clieng engagement and assess who your bestclients are. That way, you can focua your energy on building thebest