Agencies & professional services · 4 questions
Agency client satisfaction check-in form template
A quarterly pulse on the relationship. Free to use: sign up, choose the agencies & professional services starter, and this form is ready to edit and send.
Agency client satisfaction check-in form
How likely are you to recommend us? *
How satisfied are you with the quality of work?
How satisfied are you with communication?
What should we start, stop or continue?
Type your answer…
The questions
- 1. How likely are you to recommend us?0–10 scale
- 2. How satisfied are you with the quality of work?Star rating
- 3. How satisfied are you with communication?Star rating
- 4. What should we start, stop or continue?Long answer
Add, remove or reword any question, add logic to skip the ones that don’t apply, and put your own logo and colours on it. Send it as a link, a QR code or an email.
What happens to the answers
Every reply is read as it arrives, alongside your reviews and other forms.
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.
Automations that come with it
The agencies & professional services starter also sets up these follow-ups as drafts, ready to switch 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.
More agency templates
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
Send your agency client satisfaction check-in form today.
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