How Well Do You Know Your Clients?

Assess how deeply you understand your clients across personal, professional, business, and brand dimensions to transform from service provider into trusted strategic advisor.

When to Use: Use this audit to honestly evaluate your client knowledge and identify relationship-building opportunities. Perfect for onboarding new accounts, annual client reviews, or when you want to strengthen partnerships and position yourself as an indispensable strategic partner.

How to Use: Answer questions across four key areas—personal connection, professional understanding, business intelligence, and brand insight—based solely on your current knowledge (no research allowed). Count how many questions you can answer confidently in each section to identify knowledge gaps. Use your results to plan deeper discovery conversations with clients.

Download your audit HERE.