Agencies & professional services
Client feedback and intake forms for agencies
Client enquiries, project briefs and quarterly satisfaction check-ins for agencies. Userforms reads every answer so a slipping relationship shows early.
What agencies and professional services firms miss
A client workspace that qualifies new work, captures clear briefs and keeps clients happy.
Relationships slip quietly
A quarterly check-in with one free-text question catches a client cooling off before the contract ends.
Briefs arrive incomplete
A brief form that asks for everything up front saves a round of follow-up emails.
Leads need qualifying
An enquiry form that asks budget and timing lets you decide which calls to take.
The forms you start with
Choose the agencies & professional services starter when you sign up and these are ready to edit and send.
Follow-ups, ready to switch on
Set up as drafts with the starter. Change the wording, the timing or the steps, then turn them on.
Lead follow-up
Respond to enquiries and follow up until a call is booked.
Project kick-off
Welcome new clients and collect the project brief.
Every reply, read for you
Your forms, your website widget and your Google reviews land in one library and are read the same way.
Topics, without tagging
Each reply is filed under the things it mentions, in a topic tree you can rename, merge or split.
Tone on every mention
A review that praises the room and complains about check-in counts as both, each with its own tone.
What changed
A briefing compares each topic's share of the conversation and its tone with the period before.
Ask in plain words
Ask a question and get an answer from your own replies, with the ones it relied on shown.
Google reviews
Import Google reviews for any business on Google Maps, or sync your own Business Profile, and read them by topic and tone alongside your surveys.
Further reading
Follow-up ·
How to close the feedback loop with customers
Close the feedback loop twice: reply to each customer, then fix the cause and tell people. Includes follow-up rules to automate and how to check a fix worked.
6 min read
Surveys ·
How likely are you to recommend us? The question explained
How the 0–10 would you recommend us question works, how to work out a recommend score, why the follow-up why matters most, and the pitfalls to avoid.
6 min read
Analysis ·
A customer feedback report template that gets read
How to write a monthly customer feedback report: the answer first, findings with evidence, charts that earn their place, quoted replies, actions with owners.
6 min read
Hear what your agency & professional services customers are saying.
The free plan covers three forms, one feedback source and 500 responses a month. No card needed.