Survey Questions That’ll Get The Answers You Need

A survey is only one way to capture feedback from clients or customers, yet it can be a powerful tool in setting priorities and ensuring feedback is captured on a recurring basis.

Survey templates and automations make it straightforward for leaders to request feedback and simple for clients to respond. Yet, it’s important to include questions that align with your company’s goals and invite feedback about the behaviors you are expecting from your client service team.

Below are example questions by category that can be paired with a Likert scale from “Not at All” to “Absolutely.”

Goal Progress Question Examples

The team at [COMPANY]  cares about the success of my business.

The team at [COMPANY] understands my most important goals. 

I understand how the recommendations and work I receive from [COMPANY]  directly help me achieve my goals.

The team at [COMPANY]  is eager to help overcome roadblocks and unforeseen challenges.

Work Product Question Examples

The team at [COMPANY] consistently delivers high-quality work.

The team at [COMPANY] delivers the reporting and analysis I need to make decisions about our marketing strategy.

The team at [COMPANY] are experts in their field and dedicate time to teaching our team.

The team at [COMPANY]  comes prepared to meetings and is ready to engage.

Referral Intent Examples

I would recommend [COMPANY] to a friend or colleague.

What do [COMPANY] do really well?

Would you be willing to serve as a reference or provide a testimonial for [COMPANY]'s website?

Opportunity & Growth Potential Examples

How can [COMPANY] improve to serve you better? 

Are there services [COMPANY] does not currently provide to your team that you’d like to see us provide in the future?

Do you have any other feedback for [COMPANY]

Remember that not everyone enjoys completing surveys or will choose to do so during their work hours. While survey reminders directly from a Client Service team member or company leader can help, often responses to these questions can be captured more effective in a 1:1 meeting with a client contact.

If you need help refining your client survey process, interpreting the results, or prioritizing next steps with the Client Service team, book some time with me.