Client Relationship Management

Document Type: Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: All Client-Facing Staff

Purpose

Establish procedures for managing client relationships systematically to maximize retention and referrals.

Why Client Relationships Matter

Key Statistics:

Cost to acquire new client: 5-7× cost to retain
Repeat clients: Higher margins, lower risk
Referrals: Best quality leads
Lifetime value: Compounds over years

Relationship Value:

First Project:    $1,000,000 (new client)
Repeat Work:      $5,000,000 (over 10 years)
Referrals:        $3,000,000 (clients they sent)
Total Value:      $9,000,000 (one relationship)

Client Relationship Lifecycle

Prospect → New Client → Active Client → 
Satisfied Client → Loyal Client → Advocate

Lifecycle Stages:

Stage	Goal	Actions
Prospect	Earn trust	Respond quickly, add value
New Client	Exceed expectations	Flawless first project
Active Client	Build relationship	Regular communication
Satisfied	Earn loyalty	Anticipate needs
Loyal	Retain	Appreciate, reward
Advocate	Cultivate referrals	Recognize, reciprocate

Client Classification

Tiering Clients:

Tier	Criteria	Service Level
A	Top revenue, strategic	Executive attention
B	Good revenue, potential	PM relationship
C	Smaller, occasional	Standard service
D	Problematic, low value	Consider transition

Tier Assessment:

================================================================
        CLIENT TIER ASSESSMENT
================================================================

Client: ___________________________________________________

Revenue (annual): $____________  Rank: ____

QUANTITATIVE FACTORS:
Revenue volume:                    ___/10
Margin quality:                    ___/10
Payment reliability:               ___/10
Growth potential:                  ___/10

QUALITATIVE FACTORS:
Relationship strength:             ___/10
Referral potential:                ___/10
Strategic fit:                     ___/10
Ease of working with:              ___/10

TOTAL SCORE: ___/80

TIER ASSIGNMENT: ☐ A  ☐ B  ☐ C  ☐ D

================================================================

Client Touch Points

Regular Contact Plan:

Tier A Clients:

Activity	Frequency	Owner
Executive meeting	Quarterly	CEO/Owner
Project updates	Weekly	PM
Industry sharing	Monthly	BD
Social/entertainment	Quarterly	Relationship owner

Tier B Clients:

Activity	Frequency	Owner
Relationship check-in	Quarterly	PM/BD
Project updates	As needed	PM
Industry sharing	Quarterly	BD

All Clients:

Project completion survey
Thank you communications
Holiday greetings
Milestone acknowledgments

Relationship Owner Model

Every Client Has an Owner:

Client Tier	Relationship Owner
A	Executive
B	Business Development/Sr PM
C	Project Manager

Owner Responsibilities:

Overall relationship health
Regular contact
Issue escalation
Feedback collection
Growth opportunities

Client Communication

During Projects:

Milestone	Communication
Award	Thank you, kickoff meeting
Monthly	Progress report
Issues	Immediate, proactive
Completion	Closeout, survey

Between Projects:

Activity	Purpose
Check-in calls	Stay connected
Industry updates	Add value
Invitation to events	Relationship building
Sharing content	Thought leadership

Client Feedback

Project Completion Survey:

================================================================
       CLIENT SATISFACTION SURVEY
================================================================

Project: ___________________________________________________

Please rate (1-5, 5 = Excellent):

QUALITY:
Quality of workmanship:            ____
Attention to detail:               ____

SCHEDULE:
Schedule performance:              ____
Responsiveness:                    ____

COMMUNICATION:
Communication quality:             ____
Issue resolution:                  ____

PEOPLE:
Professionalism:                   ____
Expertise:                         ____

OVERALL:
Overall satisfaction:              ____
Likelihood to use again:           ____
Likelihood to recommend:           ____

OPEN FEEDBACK:
What did we do well?
___________________________________________________________

What could we improve?
___________________________________________________________

May we use you as a reference?    ☐ Yes  ☐ No

================================================================

Acting on Feedback:

Score	Action
4-5	Thank, request referral
3	Follow up, understand
1-2	Executive outreach, remediate

Managing Problems

When Issues Arise:

Immediate Response:

Acknowledge the issue
Take ownership
Communicate plan
Resolve quickly
Follow up after

Recovery Opportunity: Research shows effective problem resolution can actually improve relationship strength.

Problem Response Template:

[Name],

Thank you for bringing [issue] to my attention. 
I understand this is frustrating, and I take 
full responsibility for addressing it.

Here's what we're doing:
[Action 1]
[Action 2]
[Timeline]

I will personally ensure this is resolved and 
follow up with you on [date].

[Your name]

Asking for Referrals

When to Ask:

Project successfully completed
Positive feedback received
Relationship is strong
You've delivered value

How to Ask:

Direct Approach: "We really value our relationship with you. Do you know anyone else who might benefit from our services?"

Specific Approach: "We're looking to do more [project type] work. Do you know any [specific contacts] who might need help?"

Soft Approach: "Would you be comfortable if I mentioned you as a reference when speaking with similar companies?"

After Receiving Referral:

Thank immediately
Keep referrer informed
Report outcome
Reciprocate if possible

Client Entertainment

Appropriate Activities:

Activity	Tier A	Tier B	Tier C
Lunch/dinner	✓	✓	Special occasion
Golf	✓	Occasionally
Sporting events	✓	✓
Industry events	✓	✓	✓
Office visit	✓	✓	✓

Guidelines:

Know client policies
Keep reasonable
Document appropriately
Mix business and social

Client Data Management

Track in CRM:

Data	Purpose
Contact info	Communication
Key contacts	Multi-threading
Project history	Reference
Preferences	Personalization
Communication log	Relationship tracking
Issues	Risk management
Opportunities	Pipeline

Review Regularly:

Relationship health
Contact recency
Opportunity pipeline
At-risk indicators

Client Appreciation

Recognition Ideas:

Occasion	Action
Project award	Thank you note
Project completion	Gift, lunch
Company milestone	Acknowledgment
Holiday	Card/gift
Personal milestone	Note

Annual Appreciation Events:

Client appreciation dinner
Golf outing
Holiday party
Educational event

Software Integration

CRM.Construction:

Client database
Contact management
Communication tracking
Opportunity pipeline
Survey management

Networking Strategy
Lead Management
Owner Communication
Proposal Management

Template provided by support.construction. Treat every client like they're your only client.

Purpose​

Why Client Relationships Matter​

Key Statistics:​

Relationship Value:​

Client Relationship Lifecycle​

Lifecycle Stages:​

Client Classification​

Tiering Clients:​

Tier Assessment:​

Client Touch Points​

Regular Contact Plan:​

Relationship Owner Model​

Every Client Has an Owner:​

Owner Responsibilities:​

Client Communication​

During Projects:​

Between Projects:​

Client Feedback​

Project Completion Survey:​

Acting on Feedback:​

Managing Problems​

When Issues Arise:​

Asking for Referrals​

When to Ask:​

How to Ask:​

After Receiving Referral:​

Client Entertainment​

Appropriate Activities:​

Guidelines:​

Client Data Management​

Track in CRM:​

Review Regularly:​

Client Appreciation​

Recognition Ideas:​

Annual Appreciation Events:​

Software Integration​

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