Quarterly Client Satisfaction and Account Health Analysis

A comprehensive analysis of client satisfaction metrics, account health indicators, and retention trends to identify areas for service improvement and relationship strengthening.

Report Objective

Track and analyze client satisfaction trends, account health metrics, and retention rates across different account tiers to identify areas for service improvement and relationship strengthening. This quarterly analysis helps maintain high client satisfaction while proactively addressing potential challenges in account management.

Client Satisfaction and NPS Trends

Analysis of overall satisfaction scores and Net Promoter Score (NPS) trends

Questions to Consider:

2022-Q12022-Q12022-Q2quarter10.020.030.040.050.060.0satisfaction_score vs. nps_scoresatisfaction_scorenps_scoreHow are Overall Client Satisfaction Trends Evolving?Client satisfaction and NPS scores showing quarterly performance
  • What is the quarter-over-quarter trend in satisfaction scores?

  • Are there any seasonal patterns in client satisfaction?

  • How does NPS correlate with overall satisfaction?

Account Engagement and Retention

Evaluation of client engagement levels and retention rates by account tier

Questions to Consider:

  • Which account tiers show the strongest engagement levels?

  • Is there a correlation between meeting attendance and retention?

  • What patterns emerge in client participation across segments?

PlatinumGoldSilverBronzeaccount_tier0%500%1000%1500%2000%sum(meeting_attendance_rate)PlatinumGoldSilverBronzeHow Does Client Retention Vary by Account Tier?Analysis of retention rates across different client segments

Service Level Performance

Analysis of response times and service delivery metrics

Questions to Consider:

PlatinumGoldSilverBronzeaccount_tier0.050.0100.0150.0sum(response_time_hours)sum(response_time_hours)How Responsive Are We to Client Needs?Response time analysis by account tier
  • Are we meeting SLA targets for different account tiers?

  • Which segments need improved response times?

  • How has response time trended over recent quarters?

Areas for Additional Focus