Performance Tools
for Individuals and Organizations


SEVEN STEPS TO CREATE
A CUSTOMER/CLIENT ADVISORY COMMITTEE


THE PURPOSE:

This initiative can significantly increase your corporate image and maximize on client trust.

THE STEPS:

1. Recognize, through research, the new demographics (psychographics) of your marketplace or community of interest.

2. Invite a cross-section of this new demography to serve on your Client Advisory Committee (CAC). Depending upon your situation this may mean people in a variety of lifestyles, age ranges, geographic locations or economic statuses. It is critical to remember that your direct user/purchaser is often only one of your "client" bases. All stakeholders can, in some ways, claim to be clients.

3. Clearly indicate the volunteer nature of being on your CAC. Stress the relevance (providing future direction), recognition (in corporate publications and at special events), and rewards (opportunity to correct marketing shortfalls and improve product/service quality).

4. Initiate the CAC meeting to set the atmosphere, mandate and means of accomplishing the desired work. This meeting may be around a board room table, a coffee table or a web-site. It is critical, under any format, that you or a designee facilitate the meeting and keep it on track.

5. Record all recommendations and provide all participants with an immediate copy by fax or mail. Include your thanks for their efforts and invite them to repeat the process another time.

6. Refine process, procedures, principles of CAC operation with each succeeding session until the system is honed and humming.

7. At your annual general meeting, corporate rally, year-end conference or other appropriate gathering, recognize the service of each CAC member with a gift, citation or plaque.

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