Introducing the Clienteling Capability Scorecard used at The Clienteling Academy

Clienteling Capability Confidence Score

Evaluate

This evaluation is designed for:
All client-facing professionals
Format: Digital link

About

This is the flagship self-evaluation designed to help client-facing teams assess their clienteling confidence across the 3Cs – Connect, Communicate, and Cultivate. It also measures key GC behaviours before and after training, ensuring learning is measurable, and participants can track their progress.

Benefits and Key Audit Areas

1

Benefits

  • Measures perceived confidence, not competency
  • Creates personalised learning insights
  • Generates before and after comparison
  • Feeds into coaching conversations
  • Offers psychological ownership of growth
2

Key Audit Areas

  • Presence (SPCV Model)
  • GC Communication Wardrobe
  • Storytelling confidence
  • Relationship-building behaviours
  • Emotional intelligence
  • Client follow-through habits
  • Values and mindset

Leaders/Participants will receive

Leaders: Individual confidence report
Participants: Group insights summary

Report contains

  • Scores per behavioural category

  • Personal strengths

  • Growth opportunities

  • Suggested daily practices

Start your Journey here

Download Our Brochure to Learn More

Start Your Journey To Clienteling MasteryDownload Course Brochure