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Client Relationship Health Check Survey

Assesses how a key client or business partner perceives the strength of their working relationship with your team — covering trust, responsiveness, and communication — with an AI follow-up that digs into the specific moments behind their satisfaction score. Built for account managers, customer success teams, and partnership leads running periodic relationship health checks.

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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

Hi! We'd like your honest take on how our working relationship is going. This helps your account team serve you better. Your responses are completely confidential and anonymized. It's about 5 minutes, and your candor is genuinely welcome — including the critical stuff.

Q02
オピニオンスケール必須

Overall, how satisfied are you with your working relationship with our team?

スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q03
マトリクス必須

How much do you agree with each statement about our team?

6行 × 5列
  • They communicate clearly and keep me informed
  • They respond quickly when I raise an issue
  • They understand our business goals and constraints
  • They flag risks or opportunities before I have to ask
  • I trust them to do right by us, not just close a deal
  • ほか1件
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
選択式必須

In the last 90 days, how often did you have a meaningful interaction (call, email thread, meeting) with our team beyond routine transactions?

  • Not at all
  • Once
  • A few times
  • About weekly
  • More than weekly
Q05
選択式必須

Over the past 12 months, how has this relationship trended?

  • Significantly improved
  • Somewhat improved
  • Stayed about the same
  • Somewhat declined
  • Significantly declined
Q06
オピニオンスケール必須

How likely are you to recommend us as a partner or vendor to a peer?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q07
ベスト・ワースト選択（MaxDiff）必須

Which of these matter most to you when judging a business relationship like this one — and which matter least?

  • Responsiveness when issues come up
  • Pricing and value for money
  • Product or service quality
  • Proactive, clear communication
  • Strategic guidance beyond the basics
  • Ease of doing business day to day
  • Expertise of the people we work with
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最も悪い:Matters least
Q08
AIインタビュー

Probe the reasoning behind their overall satisfaction score: ask for a specific recent moment (good or bad) that shaped it, what happened, and how our team handled it. If the relationship trend was declining, dig into when it started to slip and what triggered it. If they rated us highly, ask what would make them switch or de-prioritize us anyway, since even strong relationships have soft spots.

Q09
自由回答（短文）

If you could change one thing about how we work with you, what would it be?

Q10
選択式

How long have you been working with our team?

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

What best describes your role in this relationship?

  • Primary day-to-day contact
  • Decision-maker / budget owner
  • Occasional stakeholder
  • Executive sponsor
  • Prefer not to say
Q12
メッセージ

Thank you for the candid feedback! Your responses go straight to your account team and inform how we adjust our support, communication, and priorities 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

  • Pairs quantitative measures (overall satisfaction opinion scale, trust/responsiveness/communication matrix, likelihood-to-recommend score) with an AI follow-up interview that asks the respondent to recall a specific moment behind their satisfaction score, not just a static rating
  • Includes a max-diff exercise to surface which relationship factors (trust, responsiveness, communication, etc.) matter most to that particular client, letting account teams prioritize fixes
  • Captures relationship trend over 12 months and interaction frequency over the last 90 days, giving context that a one-time snapshot survey can't
  • Opens and closes with a personalized chat message that sets expectations and confirms responses route directly to the account team, plus a short-text 'one thing to change' question for a quick actionable ask

SurveyMonkey

Relationship Management Survey Template

A fielding-ready template from an established survey platform aimed at assessing business relationships, likely covering satisfaction and communication basics. It benefits from SurveyMonkey's broad distribution and reporting tools, but as a fixed-question template it won't adapt based on how a respondent actually answers. There's no indication of AI-driven follow-up or per-response scoring on this page.

優れている点

  • Backed by a well-known, widely trusted survey platform
  • Likely offers built-in analytics and benchmarking dashboards
  • Easy to customize and deploy quickly for account managers

物足りない点

  • Static question set with no adaptive AI follow-up to probe the reasoning behind a satisfaction score
  • No mention of voice AI interviews or guided screen-share tasks
  • No automated per-response quality scoring or transparent prompt methodology described

よくあるご質問

「Client Relationship Health Check 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：「Hi! We'd like your honest take on how our working relationship is going. This helps your account team serve you better.…」・「Overall, how satisfied are you with your working relationship with our team?」・「How much do you agree with each statement about our team?」。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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