Client Loyalty and Win-Loss Reviews

Published October 16, 2018

Our Win-Loss Reviews typically cover the following areas. We will work with you to tailor this as needed to ensure the process covers the information and insight you need.

  • Client Situation and Background
  • What Prompted the Opportunity
  • Decision Process and Criteria
  • Competitive Landscape
  • What Resonated During the Pursuit
  • What Could Have Been Improved
  • Reasons for Loss / Win
  • Future Potential / Recommendations

Click here to learn more about our Client Loyalty and Win-Loss Reviews. 

Banking CPAs is a subsidiary of The Rainmaker Alliances, a service line of The Rainmaker Companies