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Client Satisfaction Survey Template

For agencies, consultancies and freelancers checking in with a client, either mid-engagement or at handover. Communication, deadlines and understanding are rated separately rather than as one "how are we doing", so a low score points at something you can actually change.

8 questions, 3 required
Free plan, no card needed
Use this template

What respondents see

Every question below, exactly as it will appear. Nothing here needs editing before you send it, though you can change any of it once the survey is yours.

1. How likely are you to recommend us to another organisation? *
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10
0 = Not at all likely10 = Extremely likely
2. What is the main reason for your score? *
3. How satisfied are you with the work delivered so far? *
😠😕😐😊😄
4. How would you rate our communication?
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PoorExcellent
5. How well do we deliver on agreed deadlines?
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PoorlyVery well
6. How well do we understand your goals?
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Not at allVery well
7. What could we do differently on the next project?
8. Is there anything we should be doing that we are not?

* Required question

What you get back

Results arrive as charts per question, and one click turns them into an executive summary, key findings and recommended actions. That is included on every plan, free included, and every figure in the summary is calculated in code rather than written by the model, so it cannot disagree with the chart beside it. See a finished report from a real 144 response survey.

More on this kind of survey in Run Client Surveys Without a Subscription Tying You to One Client.

Start with this template and edit anything you like. It lands in your editor as a draft, so nothing goes out until you send it.
Use this template