Relationship or Acquaintance?
How well do you know your best clients?
Write each client's initials in the header row and score yourself on each relationship prompt. This exercise helps reveal whether your strongest relationships are truly personal or still surface-level.
Instructions: Score each client relationship using 1 = Know Complete Answer, 0.5 = Partial Knowledge, and 0 = Don't Know.
Tell us a little about you
| How Well Do You Know? | C1 |
C2 |
C3 |
C4 |
C5 |
C6 |
C7 |
C8 |
C9 |
C10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Score (out of 10) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tip: start with your true top 10 clients, not the easiest 10 to score. That’s where the best insight usually comes from.
Score Interpretation
- 8-10 points: Excellent. You have deep knowledge of this client. Continue nurturing the relationship.
- 5-7.5 points: Good foundation. Use your next meeting to fill in the gaps with Client Connection Catalysts.
- 0-4.5 points: Opportunity for growth. This client deserves deeper engagement. Start with one question per meeting.
Best Practices for Deepening Client Knowledge:
1. One Question Per Meeting: choose one meaningful question and listen more than you speak.
2. Document Everything: add personal details to your CRM right after each interaction.
3. Review Before Every Meeting: spend five minutes reviewing notes before each client conversation.
4. Share with Your Team: client knowledge should be accessible to everyone who serves them.
5. Use Milestones as Touchpoints: birthdays, anniversaries, and graduations create natural ways to show care.
1. One Question Per Meeting: choose one meaningful question and listen more than you speak.
2. Document Everything: add personal details to your CRM right after each interaction.
3. Review Before Every Meeting: spend five minutes reviewing notes before each client conversation.
4. Share with Your Team: client knowledge should be accessible to everyone who serves them.
5. Use Milestones as Touchpoints: birthdays, anniversaries, and graduations create natural ways to show care.
The Real Question: You just scored your top 10 clients. Now ask yourself how you would score on clients 11-20, 21-30, or 31-50. If those scores drop fast, that is a signal that your contact model needs to become more systematic.