Your customer proposition

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Your customer proposition is what you say you'll do for your current and potential clients. As you transition your business to RDR, it's sensible to ask yourself the following questions:

• Do you have a 'client experience'?
• Will clients pay a fee or a retainer for this?
• Is it of real value to you and the client now and in the future?

If the answer to any of these questions is no, then you need to develop a profitable customer proposition that delivers real long term value to your clients.

With the right customer proposition, you can create relationships with loyal customers and make yourself 'RDR fit' as a by-product.

If you've segmented your client bank you can now start to look at:

• What you want to offer each segment and what do they want and need from you
• how they'll pay you for the services delivered, and
• how you'll communicate with them