The Benefits of a Client Situation Review

6 people in a business meetingThis is high-level and interactive, not a presentation.

By Domenick J. Esposito
8 Steps to Great

The Client Situation Review (“CSR”) is an effective tool for delivering client value.

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The CSR process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. In the spirit of building a mid-market sustainable brand, you can use the CSR to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.