Welcome to Client First Strategies

  • Building/Safety Inspections

  • Mystery Shopping

  • Integrated Reporting

Welcome to Client First Strategies

  • Building/Safety Inspections

  • Integrated Reporting

Introduction


At Client First Strategies, we are more than just a service provider; we are your partner in achieving retail operational excellence. Specializing in comprehensive safety inspections and customer experience evaluations, we understand the intricate balance required to maintain consistent standards in safety, compliance, and service quality. Our mission is to empower your business with the insights and assurances needed to thrive in today's competitive environment.

Where quality meets assurance

Headquartered in Troy, Michigan, Client First Strategies brings over 19 years of leadership in field services and inspections, rooted in the property preservation industry. With thousands of residential property inspections and on-site repair completions for Tier 1 clients—including FNMA (Fannie Mae), Freddie Mac, and their secondary vendors—we built unmatched expertise in thorough building/safety evaluations, detailed condition assessments, compliance with stringent GSE guidelines, and high-stakes repair bidding and execution to protect and maintain asset value. This rigorous residential foundation has directly translated into specialized excellence in retail and multi-unit commercial environments, where we deliver comprehensive evaluations combined with in-depth on-site analysis to drive safety, compliance, customer satisfaction, employee engagement, and operational performance.


Mission Turn operational data into strategic advantages through rigorous analysis of store culture, maintenance health, and customer experience—creating 5-star performance at store, district, and regional levels.

Serving all 50 States, our mission is to ensure compliance, safety, and quality service through our integrated approach. Our pricing per store, which includes travel and operational costs, has been meticulously calculated. We are committed to fostering a long-term partnership aimed at elevating operational standards and enhancing the customer experience.

Comprehensive Building and Safety Inspections

Core Services

5-Star Review Programs — Assess customer interactions and feedback; highlight strengths (friendly staff, fast service) and opportunities (better education, low-pressure upselling) to lift ratings.

Store Maintenance Health Reports— Evaluate curb appeal, cleanliness, parking/safety, minor fixes (potholes, signage, staging), and high-ROI investments (e.g., Core Plus services with up to 350% potential ROI)—drawing on proven property preservation tactics for cost-effective, high-impact upkeep.

In-Depth Culture Dives — Analyze engagement, leadership, morale (high loyalty & winning mindset scores), uniforms, training, wages, turnover, and retention strategies.

Data-Driven Insights & Reporting— Custom Excel dashboards comparing on-site findings with Google reviews to uncover satisfaction patterns, efficiency gains, and regional growth opportunities.

Key Differentiators & Strengths

Proven Scale & Expertise — Thousands of residential property preservation inspections—plus extensive retail-focused work—delivering measurable impact: reduced downtime, higher visit frequency, and sustained asset excellence.

Specialized Expert Team — Extensively experienced inspectors and analysts with direct roots in property preservation and retail operations—bringing GSE-level rigor in safety evaluations, repair identification/prioritization, and compliance—to provide tailored, high-quality multi-unit and regional assessments.

Client-Centric Model — Transparent partnerships with no upfront fees or hidden costs, focused squarely on client goals (more referrals, spotless facilities, sustained operational excellence).

High-ROI Actionable Recommendations — Practical, field-tested steps—drawn from years of bidding, executing, and verifying repairs for major GSE clients—to close leadership gaps, promote add-on services, strengthen culture, boost retention, and grow revenue.

Background

Since 2008, our team at Client First Strategies has led the inspection industry, conducting thousands of inspections for a wide range of clients, including major entities like FNMA and Freddie Mac, as well as their numerous secondary vendors. We combine thorough building and safety checks to make sure your business not only meets but exceeds standards in safety, compliance, and customer satisfaction.

Problem Statement

Operating a vast network of stores comes with the challenge of ensuring uniform safety and service quality across different locations. Traditional inspection methods often fall short in capturing the full spectrum of operational nuances, particularly in customer interaction and store presentation. Furthermore, the geographical dispersion of stores adds layers of complexity in maintaining consistent oversight and addressing regional regulatory differences. 

Our Solution: Client First Solutions Proposes to Deliver

  • Our approach is designed to not just meet but exceed your expectations by ensuring that every store in your network represents the pinnacle of safety and customer service excellence.

Who’s Leading our Team

David Balagna

Director, Client First Strategies With over 16 years at the helm of building and safety inspections, David Balagna drives Client First Strategies (CFS) to leverage its deep expertise in compliance for large-scale, multi-state operations.

Scope of Focus


Experience: Since 2008, David has personally overseen thousands of inspections, ensuring safety, compliance, and operational efficiencies across residential and commercial properties. 

Clientele: His proven track record includes work with major clients such as government-sponsored entities like FNMA and Freddie Mac, managing relationships with numerous tier 2 vendors to deliver consistent, high-quality inspection services.

Key Achievements


Quality Assurance: Developed and implemented comprehensive checklists and reporting systems to minimize discrepancies and elevate safety standards.

Regulatory Compliance: Ensured all inspections adhere to local, state, and federal regulations, including OSHA, ADA, and HUD guidelines, thereby safeguarding client interests in property management and risk assessment.

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