Forum Discussion

Virtual Explorer

10 months ago

Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...

Advisely Team

Hi MandyP

This is a great question! Really interested to hear what insights other Advisely members can share on this topic. And in the meantime, feel free to check out this piece on tips for building a better client review process.