Quarterly Client Review

Go through this together with the client. Any score under 9 asks what would make it a 10 and sets a follow-up due within 30 days.

1Visit details

Client / company Site or address Client contact name Contact title SCS manager Visit date

What's working well that we should keep doing? If you could change one thing about our service, what would it be?

Tap any you'd like a quote or more information on.

Any changes coming in the next 6–12 months? (new space, headcount, moves, renovations)

Would you like a proposal or to schedule any of these services?

Name Email address

Signature

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