Who to Survey and How to
Qualify for a Best of Award

 

Surveying your clientele with ClearlyRated grants your firm eligibility to earn the annual 'Best of' Client Satisfaction award for service excellence. If your firm is participating in the 'Best of' program, your firm must pass the eligibility standards before they can move forward to earn the award.

Preparing Your Contact List

To be eligible for the award, each participating brand must send the survey to fifty percent (50%) or a minimum of 500 individual client contacts who were billed during three (3) or more consecutive months over the previous 12 with no individual client contacts removed with the specific intent to receive a higher Net Promoter Score.

Example 1: You request a list from your accounts receivable department of clients who were billed in May, June, and July. These are three consecutive months, so your list meets the requirement.

Example 2: You compile a list of clients who were billed in February, March and April. These are three consecutive months, but they provided contact information for less than 50% of clients that were billed during this time. However, the contact list that was provided included a total of 550 individual client contacts. This requirement has still been met.

Acct Legal and Insurance Who to Survey

Response Rate Requirements

Participating firms must receive at least a 20% response rate AND at least 15 responses, or a minimum of 250 responses.

Example 1: You provide a list of 35 clients. 17 of those clients complete the survey, that’s a 49% response rate. You meet the award eligibility requirement of at least a 20% response rate and at least 15 total response.

Example 2: A firm provides a list of 172 clients. 31 of those clients complete the survey, that’s an 18% response rate. This firm does NOT meet the response rate requirements of at least a 20% response rate, despite having received 15+ responses.

Example 3: You provide a list of 1500 clients. 280 clients complete the survey, that’s a 19% response rate. This firm meets the award eligibility requirements because they have at least 250 responses despite not having a 20% response rate.

Response Rate for Acct Legal and Insurance

NPS Requirement is 50% or Higher*

In order to qualify for the 'Best of' Client Satisfaction award your firm needs to obtain a 50% NPS or higher. However, the 'Best of' Client Satisfaction award is a two-part qualification process. To qualify, your firm must meet a 20% (see exceptions above) response rate and at least 15 responses or more and an NPS of 50% or higher.

Please review our Rules and Guidelines if you are participating for 'Best of' Client Satisfaction.

*50% is the current minimum but is subject to change.