Client Care Flashcards

1
Q

What is a complaints handling procedure

A

Procedure/form that sets out how a complaint is handled and the associated time frames for handling

  • will also include ADR
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2
Q

What is Client care?

A

Looking after the Clients best interests and providing an appropriate service that satisfies the Clients needs and achieves value for money

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3
Q

What is Client care?

A

Looking after the Clients best interests and providing an appropriate service that satisfies the Clients needs and achieves value for money

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4
Q

how can you ensure Client Care?

A
  • professionalism
  • Competancy
  • Punctuality
  • Trust
  • Reliability
  • Presentation
  • Regular communication
  • KPIs
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5
Q

How would you identify the neeeds of the Client?

A

Client accout Planning sessions

  1. Discussions on what is required
  2. Review performance and identify areas of improvement
  3. Listen closely to the Client and ask right questions
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6
Q

What is a Client Brief?

A

Formal statement of objectives and requirements

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7
Q

When should you decline an instruction of new work from a Client?

A
  • Conflicts of Interest
  • You can’t competantly do the job
  • Illegal
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8
Q

How would you calculate a fee proposal?

A

Review the work involved and time and resources required to undertake the work - use hourly rate

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9
Q

Why is Client Care important in your organisation?

A
  • Heavily rely on retaining Clients (repeat business)
  • Advisory service requires high level of trust and transparency and high standard of service
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10
Q

What is your companys procedure for Client feed-back?

A
  • partners review performance with Clients every 1-2 months
  • Informal continuous eed-back through meetings / emails
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11
Q

How would you handle a complaint?

A

Would aim to resolve myself in first instance through negotiation

  • I would then refer them to a partner or the complaints handling procedure
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12
Q

What is Workmans Complaints handling procedure?

A

CHP provides redress mechanism, details of investigating officer (group company secratary) and confirmation that the complaint will be handled/resolved within 28 days

  • ADR is provided in the CHP as a resort if the complaint cannot be resolved
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13
Q

What ADR is there?

A
  • Centre for Effective Dispute Resolution
  • Property Ombudsman / Ombudsman service business to business
  • RICS Dispute Resolution Scheme
  • The Property Redress Scheme
  • Independent Expert
  • Arbitration
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14
Q

What are your rent KPIS?

A

90% collection on day 7
95% colleection on day 14
98% collection on day 28

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15
Q

Talk me through one of the reports you prepare for your Client and how this meets their needs

A

Run arrears reports which show our comments for each outstanding chage - this helps them understand what we are ding to achieve the KPIs set

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16
Q

Why is regular contact with Clients important?

A

To provide a high standard of service and establish trust - essential for good Client Care

17
Q

How do you achieve your KPIs?

A
  • Maintain good landlord and tenant relationship
  • have processes in place to chase outstanding charges and pre-chase charges becoming due
18
Q

What is Client empathy?

A

Understanding the needs of your Client and delivering value for money above and beyond their expectations

19
Q

What is an example of your Client Care / Client empathy skills?

A

I respond to Clients the same day unless on site which shows i am delivering a high standard of service and prioritising their needs

20
Q

How do you identify your Clients?

A

My company does this through market research and networking events

  • In the even of a property sale, i ensure i am attentive in finding out the new purchaser and how they aim to manage the site going forward
21
Q

How do you identify your Clients needs and expectations?

A
  • Ask questions and listen to the Client
  • Understand Client brief
  • Speak to Client and establish needs direct
22
Q

How do you establisb trust?

A

Be:
- Transparent
- Honest
- Professional
- High standard of service
- Act in the best interest of the Client