Client Feedback System
Collect client feedback throughout transition
Succession & Exit
Succession Planning
5 min
Systematic client feedback collection during succession to catch issues early.
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PRACTICE VALUE AT RISK
The Problem This Solves
You're handing your book to a successor, but you have no real read on how clients feel about the transition until they've already walked out the door. Every quiet client during an ownership transition is a retention risk that directly cuts the enterprise value you spent decades building.
THE OUTCOME
✦ You'll see client sentiment shift week-over-week throughout the handoff, so you can step in before a wavering relationship becomes a lost account.
Tool Details
Category
Succession & Exit
Module
Succession Planning
Time to Complete
5 minutes
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