Client surveys

Each year we interview hundreds of clients on behalf of agencies and professional services firms. These are either face to face, over the telephone or online. The main benefits of an Up to the Light Client
Survey are:

Helps you to gauge current client perceptions

Your strengths and weaknesses – honest assessments of how you are really seen.

Can spot problems and issues early

Allows you to then be proactive about resolving them.

Often highlights significant client development opportunities.

Helps you to identify opportunities and gives pointers for how to go about exploiting them.

Makes clients feel valued

Clients are always impressed that you are gaining their views from an independent consultant.

A mix of qualitative and quantitative response

Allows you to benchmark performance so that you can repeat the survey annually and understand how/whether you are improving.

Provides actionable intelligence.

It’s not just about feedback but giving practical recommendations.

Understand how you are compared to competitors.

Understand how clients see the market more generally – trends and concerns.

Provide an assessment of client perceptions across key areas.

Value for money, ability to add value, proactivity, effective listening, commercial awareness and others.

Over the years we have developed an unrivalled set of core questions. These are then refined so that question sets are always bespoke, not generic. They are developed following conversations with you about your particular clients and issues. Huge effort goes into developing question sets that are highly effective at probing issues and eliciting the most valuable and useful information.


Up to the Light can:

Jonathan Kirk took time to understand our firm and this enabled him to conduct the client survey with sensitivity and professionalism. His independent position coupled with a relaxed interview style meant that clients were prepared to speak openly, and the question set was extremely effective at extracting the sort of information we wanted. The feedback has enabled Carpmaels & Ransford to focus on and prioritise those things that really matter to our clients. I can thoroughly recommend Up to the Light and the value a Client Survey can bring. James Getgood, Chief Operating Officer, Carpmaels & Ransford
  • Conduct face to face or telephone interviews,
    as well as online surveys
  • Probe to understand how clients really see you, strengths and weaknesses
  • Provide a thorough debrief presentation that highlights consistent issues
  • Help you to use Client Survey findings to strengthen your client relationships and approach