すべてのテンプレート
Industry-Specific

Client Relationship & Service Feedback Survey

Measures how satisfied clients are with your team's communication, quality, and responsiveness, then uses an AI follow-up to dig into the reasoning behind their loyalty score. Built for agencies, consultancies, and account teams who want to catch relationship risk before renewal time.

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11問・約6分
Q01
メッセージ

Hi! We'd love your honest feedback on working with us so we can keep improving. Your responses are completely confidential and anonymized. This should take about 5 minutes, and your answers go straight to the team managing your account.

Q02
オピニオンスケール必須

How likely are you to recommend working with our team to a colleague or peer?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q03
マトリクス必須

How much do you agree with each statement about your experience with us over the past few months?

5行 × 5列
  • Communication is clear and easy to follow
  • Deliverables meet the quality we expect
  • Work is completed on the timelines we agree to
  • We get good value for what we pay
  • Issues or concerns are addressed promptly
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
ベスト・ワースト選択(MaxDiff)必須

Of the areas below, which matters most and least when you think about what we should improve?

  • Clearer, more frequent status updates
  • Faster turnaround on requests
  • More proactive flagging of risks or issues
  • More transparent pricing and invoicing
  • Deeper expertise on our specific needs
  • Faster response to questions or concerns
  • More consistent quality across deliverables
各セットで最も良いもの・最も悪いものを選択最も良い:Most important to improve最も悪い:Least important to improve
Q05
評価スケール必須

How would you rate our responsiveness when you've reached out with a question or concern?

範囲: 1 – 5
最小:Very slow / unresponsive最大:Extremely responsive
Q06
AIインタビュー

Probe the reasoning behind the respondent's recommendation score, especially if it was 6 or below or if any statement in the earlier ratings was marked neutral or disagree. Ask for a specific recent example (a project, deliverable, or interaction) that shaped their view, what our team could have done differently in that moment, and what would need to change for the score to go up. If their score was 9-10, ask what specifically we should protect and never change.

Q07
選択式必須

Thinking about your engagement with us, how likely are you to continue or renew when your current agreement comes up for review?

  • Definitely will continue
  • Probably will continue
  • Not sure yet
  • Probably will not continue
  • Definitely will not continue
Q08
自由回答(長文)

What's one thing we could do differently that would make the biggest difference to your experience working with us?

Q09
選択式

How long have you been working with our team?

  • Less than 3 months
  • 3-12 months
  • 1-3 years
  • More than 3 years
  • Prefer not to say
Q10
選択式

What best describes your role in this relationship?

  • Primary decision-maker
  • Day-to-day project contact
  • Executive sponsor
  • Occasional stakeholder
  • Prefer not to say
Q11
メッセージ

Thank you for the candid feedback! Your account team reviews these responses directly to shape how we support you going forward.

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

  • Goes beyond a satisfaction score by pairing a recommendation/loyalty rating with an AI follow-up interview that automatically probes the reasoning behind that score, especially when it's borderline or low.
  • Separates diagnostic questions (responsiveness rating, agreement matrix on communication/quality, a max-diff to prioritize what matters most) from the renewal-intent question, so you see both satisfaction and risk in one flow.
  • Includes an open-ended 'what would make the biggest difference' question alongside role and tenure classifiers, so feedback can be segmented by relationship stage and stakeholder type.
  • Opens and closes with plain-language chat messages that set expectations and confirm the account team actually reads responses, which supports honest answers on a sensitive relationship topic.

Typeform

Client Feedback Form Template

A general-purpose client feedback template built on Typeform's conversational form format. It's fielding-ready and easy to brand, but it's a static question set rather than one designed around renewal risk or loyalty diagnosis. Best suited for lightweight, generic feedback collection rather than account-team relationship monitoring.

優れている点

  • Polished, conversational one-question-at-a-time UI that Typeform is known for
  • Quick to set up and customize for general client feedback use cases
  • Broad applicability across industries since it isn't tied to a specific relationship-management workflow

物足りない点

  • No adaptive AI follow-up — every respondent sees the same fixed question order regardless of their answers
  • No mechanism to dig into why a client gave a particular score or to flag renewal risk automatically
  • No published methodology or automated per-response quality scoring

QuestionPro

Client Service Satisfaction Survey Template

A directly comparable template focused on client service satisfaction, likely covering communication, quality, and responsiveness metrics similar to ours. It appears to be a standard fielding-ready survey template rather than one built around adaptive interviewing. Good for benchmarking satisfaction but not for automatically uncovering the reasoning behind a score.

優れている点

  • Purpose-built for client service satisfaction, so question set is likely well-aligned to that use case
  • Backed by QuestionPro's established survey platform with broad reporting and analytics tooling
  • Enterprise-friendly feature set typical of QuestionPro's suite (logic, panels, integrations)

物足りない点

  • Static question flow — no adaptive AI follow-up to probe the 'why' behind a satisfaction or loyalty score
  • No voice AI interview or guided screen-share task option for deeper qualitative context
  • No transparent, publishable prompt methodology for how follow-up questions are generated

よくあるご質問

「Client Relationship & Service Feedback 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11問含まれており、最初の設問は次のとおりです:「Hi! We'd love your honest feedback on working with us so we can keep improving. Your responses are completely confidenti…」・「How likely are you to recommend working with our team to a colleague or peer?」・「How much do you agree with each statement about your experience with us over the past few months?」。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、11問を約6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。

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