Customer Relationships Checklist

This checklist can be helpful for researching of company’s capabilities to establish long-term partnerships
with clients. Customer Relationships Checklist consists of things that are very important for company that
is interested in obtainment of regular and stable clients.

 You need to understand customers’ business objectives and demonstrate how your
products/services can help them to achieve these goals.

Study business requirements of your clients

 Make sure that your clients/partners clearly understand all benefits and outcomes they can
gain from dealings with you.
 Try to offer not only specific products, but extend your offers, so your consumers can gain
maximum business benefits from collaboration with you.

Offering complete solution including consultancy, trainings, implementation etc. would be the best
variant

 Demonstrate your involvement into development of your industry by joining industry

associations and obtaining collaboration with considerable companies.
 Demonstrate the understanding and commitment to industries of your consumers.
 Keep your customers/partners informed about your business plans.

If your partners/customers will be regularly informed about your future products and offers they
will be able to take this info into account when developing their own business plans.

 Demonstrate market experience of your business.

Show in your logo and/or advertising that your company has made certain way of development
within certain market and has obtained reliable experience of work.

 Offer technical expertise to your customers.

Advertise your technical capabilities, technical innovations, your care about high level of your
specialists and demonstrate aim to technical leadership.

 Produce for your business an image of financially stable company.

If your partners will have some doubts about your financial state they will not want to rely on your
business.

 Implement the quality management within your company in order to ensure that your
customers get services and products of best quality standards.
 Demonstrate that you have resources to keep the proper level of servicing now and in the
future.
 Demonstrate honest and open communications with your clients, so no suspicion appears.
 Provide your regular clients with exclusive offers.
 Establish clear policy of collaboration for you partners.

Offer individual attitudes to regular customers and partners

 Control the needs of your regular clients and try to be opportune with your offers