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Anonymous customer story, six-month period

A growing company gained a reliable view of its client relationships

As the company grew, leadership no longer had a reliable view across its client relationships. Account managers knew their own clients well, but leadership could not easily see which relationships needed attention or which issues were recurring across accounts.

The company began reviewing its client relationships regularly in Foxie. Evaluations are collected from clients and account managers, with the review cadence adjusted for each client segment.

The results show which individual relationships need attention and which themes are recurring across the client portfolio.

Response rate

By participant group, over six months.

From clients

Key clients77%
Standard clients51%

Internal

Account managers53%

Revenue at risk surfaced early

€145Kin revenue was identified as at risk through early risk signals over six months.

87 risk signals

A total of 87 risk signals were reported over six months. Examples included:

Risk signal

Invoicing delaysLate invoices and unclear line items were causing distrust.

Risk signal

Internal reviewA client wanted more thorough internal checks before materials were delivered.

…and 85 more.

24 growth opportunities

A total of 24 growth opportunities were identified over six months. Examples included:

Growth opportunity

Website expansionA client planned to expand its website project.

Growth opportunity

CRM implementation supportA client identified a need for additional support with a new CRM implementation.

…and 22 more.

Feedback grouped into 12 topics

Feedback was grouped into 12 topics and tracked over six months. Each bar shows the volume of feedback on a topic, divided into strengths and development areas.

StrengthsDevelopment areas
Cost efficiency60
Clear communication55
Schedules & budgets58
Problem-solving35
Response speed32
Understanding needs & requests23
Ease of doing business21
Understanding needs19
Clear plans18
Creativity13
Technical skill10
Strategic thinking7

Client relationship reviews are now part of the company's regular account management. The cadence is adjusted by client segment to give leadership useful and timely information for decisions.

Anonymised client data, shared with the client's permission. Aggregate figures only, no names.

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