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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 Name

*

Your client's organisation name

*

Today's date

*

Was the client on a project or retainer basis?

*

Was the client on a project or retainer basis?

A

Project (less than 6 months)

B

Project (6 or more months)

C

Retainer

D

Other

Project/ campaign name (if applicable)

Where is the client based?

*

Where is the client based?

A

UK

B

US

C

Other

Client Expectations

Did the client communicate important objectives and timeframes?

*

Did the client communicate important objectives and timeframes?

A

Yes

B

No

C

Somewhat

Were the client's expectations realistic - why or why not?

*

The client was receptive to our tactical recommendations

*

The client was receptive to our tactical recommendations

1

2

3

4

5

Strongly disagreeStrongly agree

The client was receptive to our strategic recommendations

*

The client was receptive to our strategic recommendations

1

2

3

4

5

Strongly disagree Strongly agree

Were there any gaps in JR's understanding of the client?

*

Communication

How communicative was the client with us?

*

How communicative was the client with us?

1

2

3

4

5

BarelyVery

Please explain why you chose the above score:

*

Client resourcing

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.

*

Did you have the tools you needed for this project? (e.g. AI, project management, research, presentation tools)

*

Did you have the tools you needed for this project? (e.g. AI, project management, research, presentation tools)

A

Yes

B

No

Did your team use tools with clarity and efficiency? (e.g., Asana, Google Chat, BAI, ChatGPT)?

*

Alignment of agency values

How strongly aligned was the client to agency values?

*

How strongly aligned was the client to agency values?

1

2

3

4

5

Strongly unaligned Very aligned

Please explain why you provided the score above.

*

How strongly aligned was the client with our ways of working?

*

How strongly aligned was the client with our ways of working?

1

2

3

4

5

Strongly unaligned Very aligned

Please explain why you provided the score above.

*

How strongly aligned is the client with our mission?

*

How strongly aligned is the client with our mission?

1

2

3

4

5

Strongly unaligned Very aligned

*

Alignment of personal values

I was able to use my strengths and skills on this project.

*

I was able to use my strengths and skills on this project.

1

2

3

4

5

Not at allExtensively

I enjoyed working with this client.

*

I enjoyed working with this client.

1

2

3

4

5

Not at allDefinitely

I would want to work on this client or a similar client project in the future.

*

I would want to work on this client or a similar client project in the future.

1

2

3

4

5

Not at allDefinitely

Please explain why you provided the scores above.

Is there anything else you’d like to share about your experience working with this client?

Next steps

Are there future possibilities to work with this client? If so what are they?