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Client Loyalty Index Calculator

We would like to present you with a Marketing Awareness Survey that we have had very good success with getting a snapshot of your businesses marketing personality.

Thank you in advance for taking the time to participate. Please answer the questions in each field and be as honest as you can.

The questions are related to your company’s marketing awareness. If you decide to take the time to answer and submit the results, we will send you a score with areas of recommended improvement, if they are needed.

Thank you for your participation.

Evaluate your company’s Marketing & Client Loyalty Index by rating the statements below using this scale of 0 through 4, with 0 being “strongly disagree” and 4 being “strongly agree”.

Totals and averages will be calculated to give you a Loyalty Index Score.


Strongly Disagree
0		 Disagree
1		 Neutral
2		 Agree
3		 Strongly Agree
4
1. Customer Loyalty: For projects completed within the past 5 years
Our clients are highly likely to use us again.
Our clients avidly recommend us to their friends, family and colleagues.
Our clients are very reluctant to switch from us to our competitors.
Our clients will contact only us for their next project.
Our clients are willing to pay 3% - 5% more to use us.
Total score projects completed within the past 5 years:
Loyalty Index score for projects completed within past 5 years:
Strongly Disagree
0		 Disagree
1		 Neutral
2		 Agree
3		 Strongly Agree
4
2. Referrals: For projects completed within the past 5 years
Our clients receive communication from us a min. of 3-4 times a year.
Our clients are aware of our referral program before hiring us.
Our clients receive instructions on how to refer us.
Our clients are willing to provide testimonials for us.
Our clients have given us formal testimonials for our use.
Total score for projects completed within the past 5 years:
Loyalty Index score for projects completed in the past 5 years ago:
Strongly Disagree
0		 Disagree
1		 Neutral
2		 Agree
3		 Strongly Agree
4
3. Awareness: For projects completed within the past 5 years
Our clients receive a job sign on their property during progress.
Our clients' neighbors are aware of our project and who we are.
Our clients' neighboring streets are aware of our project & our company.
Our client's neighbors know they may contact us, if we disturb them.
Our clients promote a open house viewing of their project fo an event.
Total score for projects completed within the past 5 years:
Loyalty Index score for projects completed between 5 and 10 years ago:
Strongly Disagree
0		 Disagree
1		 Neutral
2		 Agree
3		 Strongly Agree
4
4. Image: For projects completed more than 5 years
Our clients meet us the first time and see us in a uniform or company shirt.
Our clients get educational literature with our name and logo on them.
Our clients first meeting is in our office.
Our clients are introduced to the project personnel before signing on.
Our clients received a written process of company's procedures.
Our clients receive the proposal in person & review our process again.
Our clients are given a survey after project to complete and review.
Total score for projects completed more than 5 years:
Loyalty Index score for projects completed more than 10 years ago:
Strongly Disagree
0		 Disagree
1		 Neutral
2		 Agree
3		 Strongly Agree
4
5. Web Presence: For projects completed more than 5 years
All questions pertain to if your customer are aware of you online.
Our clients have review our website before contacting us.
Our clients are instructed to review our website before our first appointment.
Our clients are aware of our knowledge in industry before contacting us.
Our clients know our staff and our history before contacting us.
Our clients can review the project, schedule & communicate with us online.
Our clients are given a survey after project to complete and review.
Our clients take surveys online during progress and after.
Our clients can easily see that we are active in the industry.
Total score for projects completed more than 5 years:
Loyalty Index score for projects completed more than 10 years ago:
 
ENTER the number of Groups you completed above (1 to 5):
 
Cumulative average score:
Cumulative LOYALTY INDEX SCORE:

Additional Questions

I would be doing a better job of marketing my business, if only I was doing a better job of:

Example Answers: "Differentiating my services from my competitors, following up with prospects, tracking what works and what doesn't, had more money or had more time to devote to marketing efforts."


1=Not a priority | 10=Big priority... I need to fix it buddy.
Living with this problem uncorrected for the last 12 months has cost me: (revenue that I will never see)
   
List your priority to fix the problem you listed above:




Interpreting your score: A Client Loyalty Index below an average of 3 for any section indicates you should consider taking action. An Index below 2 indicates you definitely need to take action to improve Client Loyalty. Certain actions will improve your Loyalty Index with current and future clients while other actions can help improve the loyalty of past clients. If you would like help improving your Client Loyalty Index, please contact us or submit this completed form and we will contact you.

And the results?
Fill out your contact information below. When you click the Submit button, my assistant will receive your answers and calculate your scorecard. We will be in touch with your results within 48 hours (usually much sooner.)

Name
Company
Phone
Email
Web site
Comments/Questions