Service Providers: Ten Point End of Month Review
July 31, 2009 by Mary Ellen
At month’s end I take the time for a quick overview with each client. My list of simple questions involves several details that contribute to the overall picture of business. The first five questions reflect on the past 30-days; the second five questions look forward.
- Publicity: Did we receive any publicity or this month?
- Mentions in print?
- Mentions on the web?
- Awards?
- Did we initiate any future publicity contacts?
- What’s happening with financials?
- How does the revenue line look?
- Have you compared that to last year, last quarter and last month? What’s the trend?
- Are we profitable?
- How do Web analytics look?
- What traffic/results are we getting from the web?
- What does it mean?
- What didn’t get done this month?
- On a scale of 1 to 10, with 1 being the weakest and 10 being the strongest, how would we rate this month?
- Are there action items left undone to put forward this month?
- What is our prime visibility intiative for the coming month?
- Can we celebrate significant successes or employee recognitions for the past month?
- Do we have special events or announcements to consider?
- What is our top project focus for the coming month?
- What action I can take to move next month forward now?
You probably have your own list, or maybe you’ve never thought of formalizing such a thing. As a service provider, I find the monthly summary a tool to build loyalty. I can easily summarize the year, by month, at renewal time. What’s more, both the client and I know where we stand at all times in between.
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