Inavero helps B2B firms credibly differentiate themselves based on their service.
The only Net Promoter® Score survey package designed specifically for accounting firms.
Whether you're a small firm interested in launching your very first client satisfaction survey, or a large firm looking to amplify the value of an existing survey practice - there's a ClearlyRated survey program designed just for you.
Never underestimate the power of preparation.
Notifying your clients about a survey ahead of time gives them the opportunity to prepare, and increases their likelihood of responding to the survey when they receive it.
Additionally, a pre-survey communication gives your firm the opportunity to remind clients just how much their feedback means to you - which could influence survey results in and of itself (81% of accounting clients say that simply being asked for feedback improves their perception of their accounting firm).
Inavero recommends that you survey as many clients (and client contacts) as possible to gain an accurate idea of your firm's Net Promoter® Score and reputation. Research shows that 2 out of 3 professional service engagements involve a team of decision makers rather than a single individual - so we encourage you to send your survey to as many decision-makers and influencers as you have access to.
Please note: The price of your survey program is based on the number of partners at your firm - never on the number of surveys you send. We do this to encourage a holistic inquiry into your clients' satisfaction.
To be eligible to compete for in the Best of Accounting award, you must choose at least 3 consecutive months over the past 12 months and provide Inavero with a list of fifty percent (50%) or a minimum of 500 individual contacts who were billed for services during that timeframe.
Learn more about eligibility requirements for Best of Accounting >>
Key dates for your client survey will be finalized when you register for your subscription.
If you have a specific survey window in mind, please reach out to the Inavero team and we can help you plan accordingly.
ClearlyRated surveys are typically "in the field" (i.e. open for your clients to respond to) for a period of 2 weeks. During that time, you'll have a lot to keep you (and your team) busy.
Follow up with at-risk clients
Celebrate service wins
Give non-responsive clients a nudge
All ClearlyRated client surveys are a standard 8-question survey measuring Net Promoter® Score and its drivers.
Clients are also asked to elaborate on the rating they give your firm, which provides additional context for service resolution and improvement, as well as testimonials from clients who grant you permission to use their feedback publicly.
Click here to see an example of a ClearlyRated accounting client satisfaction survey.
Anything above a 20% response rate is considered a strong showing by your clients (and will qualify you for the Best of Accounting competition). However, accounting clients that work with Inavero to administer client satisfaction surveys see, on average, a 34% response rate - which is excellent.
Many accounting firms fail to realize the opportunities to go beyond measurement with NPS.
At ClearlyRated, we believe a well-designed NPS survey program should place your firm’s service levels at the center of your marketing strategy - from retention and account growth to differentiation and improving your online search results.
Close the Loop
Take action on client feedback
Take client ratings and testimonials to the field
Manage your ClearlyRated profile