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Industry-Specific

Client Contact & Communication Preferences Survey

Measures how satisfied clients are with the frequency, channel, and responsiveness of your team's contact, and what they actually want more or less of. Built for client-facing teams in agencies, consulting, and professional services who want to catch communication breakdowns before they cause churn. The AI follow-up interview reconstructs one specific recent contact experience instead of vague complaints.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Thanks for taking a few minutes to tell us how we're doing at staying in touch. Your responses are completely confidential and anonymized. This isn't about the work itself, just how we communicate with you. About 4-5 minutes, and honest answers help us the most.

Q02
選択式必須

Which channel do you use most often to reach us or hear from us?

  • Email
  • Phone call
  • Text/SMS
  • Video call
  • Client portal
  • In person
Q03
オピニオンスケール必須

Over the last 3 months, how satisfied have you been with how quickly we respond to your questions or requests?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q04
選択式必須

How often do you want to hear from us about the status of your account or project, even when there's nothing urgent to report?

  • Only when something changes
  • Weekly
  • Every 2 weeks
  • Monthly
  • Only at major milestones
Q05
マトリクス必須

How much do you agree with each statement about how we communicate with you?

5行 × 5列
  • Communications are timely
  • Communications are clear and easy to understand
  • We proactively flag issues before you have to ask
  • Communications feel personalized to your needs
  • We follow up on open items without you having to chase us
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
ベスト・ワースト選択（MaxDiff）必須

Which of these aspects of our communication matter most and least to you?

  • Speed of response
  • Clarity of explanations
  • Proactive updates on progress or issues
  • Having a single, consistent point of contact
  • Availability outside standard business hours
  • Personalized attention to your specific needs
  • Transparency about scope, pricing, or timeline changes
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most to me最も悪い:Matters least to me
Q07
オピニオンスケール必須

Based on your experience working with our team, how likely are you to recommend us to a colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q08
AIインタビュー

Ask the respondent to walk through the most recent time they reached out to us or we reached out to them: what was communicated, how quickly it happened, and whether it fully resolved their need. If their responsiveness rating was low, probe exactly where the delay or miscommunication occurred and what an ideal response would have looked like. If it was high, capture specifically what worked so it can be repeated across other clients.

Q09
自由回答（長文）

Is there anything specific about how we communicate with you, frequency, channel, or content, that you'd like us to change?

Q10
選択式

How long have you been a client with us?

  • Less than 6 months
  • 6-12 months
  • 1-3 years
  • More than 3 years
  • Prefer not to say
Q11
選択式

What type of account best describes your relationship with us? (Replace with your own account tiers, e.g., Individual, Small Business, Enterprise.) (Template note: customize these tiers to match your actual client segments before launching.)

  • (Replace with tier A)
  • (Replace with tier B)
  • (Replace with tier C)
  • Prefer not to say
Q12
メッセージ

That's everything, thank you! Your answers go directly to the team responsible for how we stay in touch with clients, and will shape changes to our communication cadence and channels.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Uses an AI follow-up interview to reconstruct one specific recent contact experience instead of collecting vague 'communication could be better' complaints
  • Combines a satisfaction opinion scale, a channel-preference question, a frequency preference question, and a max-diff prioritization so you learn not just how satisfied clients are but what to actually change
  • Includes a matrix of agreement statements plus an open long-text follow-up to surface specifics on frequency, channel, and tone that closed questions miss
  • Pairs recommendation likelihood with account type and tenure questions so churn-risk communication patterns can be segmented by client type and lifecycle stage

Jotform

70+ Client Evaluation Forms

This is a category/gallery page listing dozens of static evaluation form templates rather than a single fielding-ready client communication survey. It's useful for browsing generic form structures (ratings, checkboxes, text fields) but you'd need to assemble and customize a form yourself to match a communication-preferences use case. No mention of AI-driven follow-up or automated analysis anywhere on the page.

優れている点

  • Large variety of templates to choose from and adapt
  • Jotform's drag-and-drop builder makes editing any chosen template straightforward
  • Familiar form fields (ratings, multiple choice, short text) that are easy for clients to complete quickly

物足りない点

  • A hub of static forms, not a purpose-built communication-preferences survey — extra setup required to get something comparable
  • No adaptive AI follow-up questioning to dig into a specific recent contact experience
  • No automated per-response quality scoring or auto-generated report; results just collect as raw form submissions

QuestionPro

Client Service Satisfaction Survey Template

This is a genuine, ready-to-field satisfaction survey template covering the same broad territory — client experience with service and responsiveness. It's a solid generic starting point for measuring overall satisfaction, but it's not specifically built around communication channel/frequency preferences or reconstructing a single contact event. All questions appear to be standard closed-ended survey types.

優れている点

  • Purpose-built as a client satisfaction survey with established question logic
  • Backed by a mature survey platform with reporting and analytics tools
  • Likely includes standard NPS/CSAT-style questions that are easy to benchmark

物足りない点

  • Static question set — no adaptive AI follow-up interview to probe a specific recent contact experience
  • No voice AI interview or guided screen-share task option
  • No transparent, published prompt methodology or automated per-response quality scoring — likely relies on manual review of open-ended answers

よくあるご質問

「Client Contact & Communication Preferences Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to tell us how we're doing at staying in touch. Your responses are completely confidenti…」・「Which channel do you use most often to reach us or hear from us?」・「Over the last 3 months, how satisfied have you been with how quickly we respond to your questions or requests?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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