Step 1 of 3 33% Step 1 of 3 Client Retrospective: HRT Lost Client ReviewPlease complete and submit this form within one calendar week after the client has notified you of their cancellation. Client relationships are dynamic and complex. Even with strong partnerships, some clients may transition away due to financial constraints, leadership changes, or shifts in their business needs. While client attrition is an inevitable part of business, each lost account provides an opportunity for reflection and growth. This retrospective aims to guide you through a thoughtful examination of your recent client relationship, encouraging you to identify both areas of success and opportunities for improvement. Our goal is not to assign blame, but to foster continuous learning and refinement of our role as trusted HR advisors. We encourage you to consider key aspects of the relationship, including your communication style, responsiveness to client needs, engagement in strategic HR initiatives, and any external or internal challenges that may have influenced the decision to part ways. By embracing honest self-reflection and applying lessons learned, we can strengthen future client relationships and continue delivering impactful HR & Team Support solutions.Please select your name:(Required)Please select your name:Megan McGrewRosie MorenoHospital Name(Required) Step 2 of 3 Background InformationWas this client marked ‘At Risk’ on the Active Clients Tracker?(Required) Yes No Did this client actively engage with our recommended HR best practices?(Required) Yes No Such as: Wage benchmarking and compensation strategy, Performance management and structured employee feedback, HR compliance reviews and handbook updates, Employee retention strategies and engagement initiatives, Leadership and management training. What was their monthly call attendance rate?(Required)Did the practice owner regularly participate in HR strategy calls?(Required) Yes No Was the client typically on camera during calls, indicating active engagement?(Required) Yes No When was their last Staff Engagement Survey completed?(Required)When was their last EOC Scorecard completed?(Required) Step 3 of 3 Client RetrospectiveWere you surprised that this client canceled or downgraded service? Why or why not?(Required)What were the initial HR challenges or goals the client wanted to address? Were these goals clearly defined and mutually agreed upon?(Required)How would you describe the client’s level of engagement in implementing HR recommendations? Did they take action on suggested strategies?(Required)Did you feel that the client viewed HR as a strategic function, or did they see it more as a transactional service? How did this impact the relationship?(Required)Were there any recurring concerns from the client about our services, responsiveness, or approach? How were these addressed?(Required)What were your biggest successes in supporting this client? What specific HR initiatives or strategies contributed to those successes?(Required)Were there any challenges in setting or managing expectations regarding the scope of our HR support? If so, how did you navigate them?(Required)Are there any aspects of your approach, communication style, or responsiveness that you believe could have been improved? Please provide specific examples.(Required)Were there any moments where you could have been more proactive or assertive in guiding the client through HR-related challenges?(Required)How did this experience shape your understanding of client management in HR consulting? What key takeaways can be applied to future client relationships?(Required)Did the client express any concerns or frustrations during the onboarding process? (e.g., contract terms, billing, clarity of services, etc.)(Required)Do you believe there were external factors (e.g., financial hardship, leadership changes, internal HR hiring) that contributed to the client’s decision to leave?(Required)Based on this experience, are there specific training or development opportunities that would enhance our HR consulting approach?(Required)Are there any additional insights or notes you’d like to share about this client relationship?(Required) Return to Form List