Are client avatars or personas clearly defined and actively used? Score (1-10)

Is your CRM system effective in managing client relationships and insights? Score (1-10)

Do you regularly conduct research to better understand your clients or market? Score (1-10)

Do you maintain a strong relationship with a single key contact within each client account? Score (1-10)

Do you have relationships with multiple stakeholders within client organisations? Score (1-10)

Are you actively identifying added value opportunities for existing clients? Score (1-10)

Is the service you provide consistently aligned with client expectations? Score (1-10)

Is your client universe clearly segmented for strategic targeting? Score (1-10)

Do you have a clear understanding of the client’s expected sales journey? Score (1-10)

Is your client's conversion rate tracked and reviewed regularly? Score (1-10)

Are client relationships reviewed systematically and with purpose? Score (1-10)

Do you engage in entertaining clients as part of relationship building? Score (1-10)

Are networking opportunities used to connect with or support clients? Score (1-10)

Do you actively seek and receive client referrals? Score (1-10)

Have you prioritised your USPs according to feedback from your top 20 clients? Score (1-10)