In this series of blog posts, I’ll be covering several topics on client care competency for the Royal Institution of Chartered Surveyors (RICS). This comprehensive guide will help surveyors understand the importance of client care and how to excel in this critical area of their profession.
The study list for client care competency includes a range of essential topics, as outlined by the RICS. These topics cover appointment documents, fees, prequalification questionnaires, invitation to tender, complaints procedures, insurance, understanding client objectives, establishing client briefs, site investigations, feasibility studies, procurement reports, project programmes, communication strategies, key performance indicators, stakeholder management, and more. For a detailed list of study checklists, refer to the RICS pathway guide available on their official website.
When working with clients, it’s essential to distinguish between the actual client and stakeholders, such as project managers or commercial directors. In reality, as a contractor or subcontractor, you may not be directly interacting with the client but rather with a representative who reports to the client. In these situations, it’s crucial to use this stakeholder as your client when providing advice on specific aspects of your other competencies.
According to a study published by the RICS, effective client care is critical to the success of any project (Source: RICS, 2020). The study found that clients expect surveyors to understand their objectives and provide tailored services to meet their needs. By doing so, surveyors can build trust and establish a strong working relationship, ultimately leading to successful project outcomes (Source: RICS, 2020).
Furthermore, a survey by the Chartered Institute of Building (CIOB) revealed that clients prioritize communication and stakeholder management when selecting a surveyor (Source: CIOB, 2019). Surveyors must therefore prioritize these aspects of client care to demonstrate their commitment to delivering high-quality services (Source: CIOB, 2019).
What is Client Care?
Client care is a fundamental aspect of the surveying profession, encompassing the responsibilities of a surveyor to their clients. According to the Royal Institution of Chartered Surveyors (RICS), client care involves looking after a client’s best interests, providing value for money, and satisfying their needs (RICS, 2022). This involves taking a proactive and consultative approach to ensure that clients receive the best possible service.
In the context of the RICS Code of Conduct, client care is closely tied to the principles of professionalism, ethics, and integrity. Surveyors are expected to act with honesty, transparency, and respect for their clients’ autonomy and decision-making (RICS, 2022). This requires a deep understanding of the client’s needs and a commitment to delivering high-quality services that meet those needs.
Key Principles of Client Care
Effective client care requires a range of key principles, including professionalism, punctuality, trust, competency, presentation, working to standards, not misleading, and communicating clearly without jargon. Surveyors must be able to demonstrate these principles in their daily work, from initial consultations to project completion.
According to a study by the RICS, effective client care can significantly enhance the reputation of surveyors and their firms, as well as improve client satisfaction and loyalty (RICS, 2020). By prioritizing client care, surveyors can build strong, long-term relationships with their clients and establish themselves as trusted advisors in their industry.
Why is Client Care Important?
Client care is essential for the success of any surveying project, as it directly impacts the quality of service delivered to clients. By prioritizing client care, surveyors can ensure that they are providing value for money, meeting their clients’ needs, and establishing a strong reputation in their industry.
According to a recent survey, 95% of clients reported that they would recommend a surveyor to a friend or colleague who had delivered excellent client care (RICS, 2022). In contrast, only 25% of clients reported that they would recommend a surveyor who had failed to deliver excellent client care. By prioritizing client care, surveyors can differentiate themselves from their competitors and establish a strong market position.
Why is Client Care Important?
Client care is crucial for surveyors to maintain a positive reputation and gain repeat business. A high standard of service is essential for the Royal Institution of Chartered Surveyors (RICS) to uphold. Providing excellent client care can lead to long-term relationships and trust, which are vital for a successful surveying business. Moreover, it helps avoid damaging one’s credibility and reputation, resulting in negative feedback and potential claims against the surveyor.
What is the Consequence of Poor Client Care?
The consequences of poor client care can be severe. It may lead to clients seeking alternative services, damaging the surveyor’s reputation, and even resulting in claims against them.
What is Client Performance Feedback?
Client performance feedback is a critical component of a quality management system. It involves collecting insights on how well a surveyor is performing to identify areas for improvement. This process should be conducted throughout the engagement, at the end, and after the engagement to provide a comprehensive understanding of the service provided.
What is Client Performance Feedback Used For?
Effective client performance feedback is essential for providing the right level of service to clients. It enables surveyors to understand their strengths and weaknesses, allowing them to focus on improving their skills and services.
What Quality Management System Would a Land Surveying Company Implement?
Any land surveying company can benefit from implementing a written quality management system. While ISO 9001 is a widely recognized standard, a RICS-specific system is more relevant for the industry.
Conducting oneself professionally with new clients
When meeting new clients, it is essential to be well-mannered, well-presented, respectful, professional, friendly, and enthusiastic.
Building trust and rapport is crucial. Understand their needs and problems accurately, actively listening to their concerns. Salesforce suggests asking the pertinent question, ‘why us, why now,’ which can reveal the client’s pressing matters and helps tailor the approach to meet their unique requirements.
Understanding Client Needs and Preferences
When approaching new clients, it’s essential to gain a deep understanding of their needs and problems.
According to Salesforce, asking clients why us, why now helps uncover the urgent matters they’re struggling with, as highlighted in a study on sales and productivity by Harvard Business Review (1).
Effective client communication is a two-way process, where empathy plays a crucial role. Michelle, a renowned expert on customer-centric sales, emphasizes the importance of actively listening to clients and making notes to extract the right solutions (2).
Interrupting clients in the flow can disrupt the conversation and hinder your ability to effectively address their concerns.
Implementing empathy-driven client relationships can lead to a higher level of client satisfaction and loyalty. As Terresa, a successful sales consultant, outlines in her work, empathy is key to understanding clients’ needs and developing a strong connection (3).
Unfortunately, the Royal Institution of Chartered Surveyors (RICS) does not provide comprehensive guidance on client care in their standard resources. However, they do offer a GBP175.00 course on client care, which covers essential topics such as communication, boundary setting, and conflict resolution (4).
By prioritizing empathy and customer-centric approaches, you can establish strong, lasting relationships with your clients and set yourself apart from competitors. Stay tuned for further blog posts on client care, where we’ll delve deeper into strategies for building trust, effective communication, and delivering exceptional client experiences.
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References:
(1) Harvard Business Review
(2) Deploy Empathy
(3) Deploy Empathy
(4) RICS