Internal client review form
This internal client review form must be completed at the end of a client's contract or on an annual basis for retained clients. This process will help us to understand what has worked well, and what can be improved, so we can better streamline our work and service clients better.
Your client's organisation name
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Was the client on a project or retainer basis?
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Was the client on a project or retainer basis?
Project/ campaign name (if applicable)
Where is the client based?
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Where is the client based?
Did the client communicate important objectives and timeframes?
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Did the client communicate important objectives and timeframes?
Were the client's expectations realistic - why or why not?
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The client was receptive to our tactical recommendations
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The client was receptive to our strategic recommendations
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Were there any gaps in JR's understanding of the client?
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How communicative was the client with us?
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Please explain why you chose the above score:
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How satisfactory was the onboarding of the client from the Biz Dev team to the account team? Please provide details.
Were the JR team hours allocated to the project realistic or under/over estimated? Explain how this may have impacted the delivery of the project.
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Did you have the tools you needed for this project? (e.g. AI, project management, research, presentation tools)
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Did you have the tools you needed for this project? (e.g. AI, project management, research, presentation tools)
Did your team use tools with clarity and efficiency? (e.g., Asana, Google Chat, BAI, ChatGPT)?
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Alignment of agency values
How strongly aligned was the client to agency values?
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Please explain why you provided the score above.
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How strongly aligned was the client with our ways of working?
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Please explain why you provided the score above.
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How strongly aligned is the client with our mission?
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Alignment of personal values
I was able to use my strengths and skills on this project.
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I enjoyed working with this client.
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I would want to work on this client or a similar client project in the future.
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Please explain why you provided the scores above.
Is there anything else you’d like to share about your experience working with this client?
Are there future possibilities to work with this client? If so what are they?
