The Client Connection Quiz

Your client relationships might be stronger than you think… or they could be quietly slipping off the radar. This quick quiz will help you see how your follow-up habits, communication strategies, and outreach efforts really measure up. Answer a few simple questions to discover what’s helping you stay memorable and where there may be room to strengthen your connections.

Find out how strong your client connections are!

How often do you proactively check in with past clients?

WeeklyMonthlyA few times a yearRarely or never

When a client reaches out with a question or concern, how quickly do you typically respond?

Within a few hoursWithin 24 hoursWithin 2-3 daysLonger than 3 days

How quickly do you follow up after a project, transaction, or service is completed?

Within 24 hoursWithin a few daysWithin a few weeksI do not consistently follow up

How often do you stay visible to past clients through email, social media, newsletters, events, or other touch points?

Multiple times each monthAbout once a monthA few times a yearRarely or never

Do you check in with clients around milestones, anniversaries, or important life events?

Consistently for most clientsOnly for certain clientsRarely or never

How often do you provide value outside of your direct services?

Multiple times each monthAbout once a monthA few times a yearRarely or never

Do you have a defined process for reconnection with inactive or past clients?

Yes, with regular outreach built into my workflowI have tried to create a system, but it has not become consistent yetNo formal process

Do you follow up with leads who did not initially convert into clients?

AlwaysSometimesRarelyNever

In the last 6 months, how many referrals have you received from past clients?

10+5-91-4None or unsure

Do you track client interactions in a CRM or organized system?

Yes, consistentlySometimesNo

How often do you update your client database or contact records?

WeeklyQuarterlyA few times a yearWhenever I remember

Do you keep notes on client preferences, history, or important personal details?

Yes, I consistently keep detailed client notesI try to keep track of important details, but not consistently No, I do not keep organized client notes

First name

Last name

Company

Phone

Email

What is your industry?

Are you interested in learning about these tools we offer?

Personally branded magazine with lifestyle contentPersonally branded magazine with travel and luxury contentPersonally branded magazine with retirement profile and travel/luxury contentSocial media managementGenerating and distributing client testimonialsE-newsletter/email marketingNone/Not sure

Any questions?