Client Care Flashcards

(35 cards)

1
Q

Tell about why it is important to develop long-term client relationships.

Level 1

A
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2
Q

Tell me about the different stakeholders you have come across in your
role.

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3
Q

Tell me about how you have tailored your client care to one of these
stakeholders.

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4
Q

Why is it important to you to set objectives?

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5
Q

Tell me about your duty of care towards your clients

Level 1

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6
Q

How have you defined your scope of services within the limits of your
competence and PI insurance?

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7
Q

How do you set fees?

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8
Q

How have you used standard forms of appointment?

Level 1

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9
Q

What mechanisms are contained within an appointment document?

Level 1

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10
Q

What insurance requirements are you aware of (both legal and RICS)?

Level 1

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11
Q

How are stakeholders identified?

Level 1

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12
Q

Explain formal communication systems with clients and stakeholders you
are aware of.

Level 1

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13
Q

What KPIs might you agree with a client to monitor performance?

Level 1

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14
Q

How do you gather data during the inception stage of a project, including
client briefings and site based information?

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15
Q

Explain what BS EN ISO 9004 relates to

Level 1

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16
Q

What is the definition of a Key Performance Indicator (KPI)?

Level 1

17
Q

Tell me about an example of how you have provided good client care.

Level 2

18
Q

Tell me about an example of when you have provided a high standard of
service to a client.

Level 2

19
Q

How have you dealt with an unrealistic client deadline?

Level 2

20
Q

How have you dealt with unrealistic client expectations?

Level 2

21
Q

Tell me about the approach you have taken when dealing with a nontechnical lay client.

Level 2

22
Q

Tell me about the approach you have taken when dealing with a client
with a high level of property knowledge.

Level 2

23
Q

How have you established a client’s objectives?

Level 2

24
Q

How have you confirmed a client’s brief?

Level 2

25
How have you established a scope of services? ## Footnote Level 2
26
How have you calculated fees for professional services? ## Footnote Level 2
27
How have you compiled an appointment document? ## Footnote Level 2
28
How have you established project stakeholders and their status within a project? ## Footnote Level 2
29
How have you set up communication systems with a client and stakeholders? ## Footnote Level 2
30
How have you issued reports to a client? ## Footnote Level 2
31
How have you dealt with a complaint? ## Footnote Level 2
32
How have you measured KPIs? ## Footnote Level 2
33
How have you analysed the data gathered through the client briefing process and formulated a detailed client brief? ## Footnote Level 2
34
How do you provide good client care through spreadsheets and lease event triggers? ## Footnote Level 2
35
Southwick Square – how did you meet your client’s objectives? How did you advise on the correct position given the complex lease arrangements in place? ## Footnote Level 2