Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services. It also creates an opportunity for additional services.

A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

To learn that your company, division or department has performed poorly on a customer service survey can be more than demoralizing. It can bode ill for future financial results, and can even directly ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

The construction of effective customer satisfaction surveys becomes part of a pivotal strategy for achieving a deeper connection with customers. The creation of winning customer satisfaction surveys ...

This study supported many of the general advantages of Internet survey methods over paper-and-pencil or telephone surveys. The sample was easy to recruit, responses were prompt, and there were no ...