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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.
(Enquire about the purchase of our detailed organizational plan)
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