Welcome to the TRR Playbook
Here you’ll find step-by-step guides to making the most of your client feedback and the solutions at hand.
Getting Started
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Key terminology explained
Every term on your TRR Dashboard explained.
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Dashboard views and features
A guide to using the TRR Dashboard views and features
Use Cases
This guide will walk you through step-by-step user cases to ensure you get the most out of the dashboard. You will be shown how to identify patterns and trends within your survey data to inform strategic decision-making.
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Assess the strength of your customer relationships
Get an overview of the health of your customer relationships, compare TRR scores against previous rounds, and identify areas needing attention.
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Identify accounts at risk and the reasons why
Identify and avert business risk by knowing the accounts and individuals feeling dissatisfied or neglected — and the reasons why.
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Evaluate performance against customer expectations
Assess your performance against customer expectations and identify which markets and areas to target to mitigate risk and drive growth.
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Know your top advocates and growth opportunities
Know where you’ve been most successful, which accounts are your biggest fans, and how to leverage positive feedback for more business.
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Review the quality of your operations and delivery
Separate transactional from relational feedback, root causes from symptoms, and review individual feedback for targeted action.
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Identify the main positive and negative themes in feedback
Categorise and extract key insights across customers, markets, and sectors for constructive conversations and team alignment.
Respond to the feedback Strategically
Make the most of your time with our consultant and plan for a strategic and effective response to customer feedback.
