Need to develop better client relationships? Or need help to identify a target market? A client suitability questionnaire can be a solution to meet your employee benefits strategies. Most questions are often asked at initial consultation, which helps us determine if a benefit prospect is appropriate fit.
For instance, do you know your client’s three-year vision for the company? Where do they anticipate their business to go? You want clients with big visions. Other questions of concerns include the prospect’s most valuable asset, company’s benefits philosophy and the firm’s employee contribution strategy.
Most importantly, do you have or can you develop relationships with senior-level managers (CEO, CFO, or president) or only HR managers? Although the relationship with HR department is important, they might not always be the decision-makers.
Questions in your client suitability questionnaire will help address your concerns about prospects. Not only will this help you develop a strong relationship, but you will also know if this potential client help meets your target market.
