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experience and clients
Experience By Practice Area: Client Satisfaction and Surveys

Conducting primary and secondary research to determine current market conditions and future trends, as well as to solicit client and employee opinions, is a critical components of an effective marketing strategy. Professional Services Marketing has provided extensive Internet and traditional research services to a variety of clients in the areas of client satisfaction surveys, focus group facilitation, pure market research, internal satisfaction surveys and membership surveys. Professional Services Marketing research clients include:

  • Developed and conducted a comprehensive client survey to determine areas of excellence and improvement for a financial broker/dealer. 


  • Created a survey database to capture real-time data from tradeshow participants for a client in the banking industry.


  • Created PowerPoint presentation for a CPA firm's Manager's meeting. Facilitated strategic planning session and discussion at firm's annual meeting.


  • Conducted an extensive client satisfaction survey for an accounting firm client.


  • Conducted an extensive client satisfaction survey for a large local law firm.


  • Partnered with James J. Hill Library to conduct extensive secondary research on industries that a telecommunications company wished to target. Summarized research using predetermined criteria to reach an objective recommendation as to which industries presented the greatest business opportunity. 


  • Conducted an Attorney Attitudes Toward Marketing survey for a 140-attorney law firm to gather information in preparation for discussions on creating incentives for rewarding marketing efforts and for creating a firmwide strategic marketing plan.


  • Conducted a client satisfaction survey for a 140-attorney Minneapolis law firm assessing satisfaction in areas including responsiveness, work product, project management, communications, billing practices, strengths, weaknesses, name recognition, knowledge of various practice areas, and many others.


  • Conducted a client satisfaction survey for a 35-member accounting firm in Rochester and Maplewood, MN.


  • Developed and conducted a comprehensive client satisfaction and marketplace perception surveys for a 10-member law firm in The Twin Cities.


  • Created a process and survey tool to solicit input from past and current clients of a Twin Cities-based technology consulting firm. Response rates exceeded 70%, and input was used to help identify a new positioning and key communication points for the company in a highly competitive marketplace.


  • Conducted an extensive patient satisfaction survey for a dental practice in Minneapolis; received a 60% response rate.


  • Conducted a survey and focus group for the American Association for Functional Orthodontics and reported upon the survey findings in the association's publication.


  • Developed and coordinated a survey administered to several hundred Twin Cities accountants as part of ground floor planning in the development of a continuing education seminar series offered by a Minneapolis law firm; compiled the data and reported the findings.


  • Conducted a customer survey for a bank in Minnetonka, surveying 1,500 customers and achieving a 60% response rate; results used in the bank's ongoing strategic planning initiatives.


  • Conducted a client survey for a travel agency to determine current levels of client satisfaction, and their changes in travel habits since 9-11. The survey was sent to over 1,000 current clients. Responses were received by 40%. This data formed the basis for the creation of the agency's strategic business and marketing plan.


  • Conducted a client satisfaction survey for a Minneapolis-based court reporting firm.


  • Developed the strategy for and conducted client focus groups for a human resources training and consulting subsidiary of Minneapolis law firm.


  • Conducted client satisfaction interviews for an employee benefits consulting and commercial insurance firm.


  • Completed a comprehensive patient satisfaction survey (28% response rate) for a Bloomington-based ophthalmology practice.


  • Conducted client perception survey of four-part videotape series for an image development consulting firm.


  • Conducted a market survey to evaluate current use/understanding of the benefits of e-commerce for an Internet commerce company.


  • Created a client satisfaction survey to be used during personal client interviews with the president of a technology consulting firm.


  • Conducted multiple focus groups to tailor and enhance services provided to members of a County Bar Association.


  • Developed the strategy for and implemented a firmwide client satisfaction survey initiative directed at the firm's top 1,000 clients.


  • Conducted telephone research with clients and employees on the ease of use of the registration process for a third party administrator of health insurance benefits. The results of this research formed the foundation of the next level communications plan for the organization.

© Professional Services Marketing, Inc.