Act on the Data from Your Client Survey

A few years ago I wrote a blog post for Intuit, “Using Client Surveys to Improve Client Service.” I had just wrapped up a client survey for the CPA firm I worked for and was armed with a wealth of information. But this information (a.k.a. data metrics) doesn’t mean anything unless you do something with it.

Whenever you are dealing with data, there are a few steps you have to take. You begin with the measurement, the metrics. You then have to analyze what the information is telling you and garner insights from it. The insights lead to the actions you are going to take to improve your current state.

How does this apply to the client survey process? You have data to look at it from both an overall and an individual basis.

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