QuestionPunkQuestionPunk
무료로 시작하기
모든 템플릿

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.

이 템플릿 사용하기템플릿 더 둘러보기

샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분
Q01
메시지

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
의견 척도필수

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

척도: 1 – 7
최소:Very dissatisfied최대:Very satisfied
Q03
매트릭스필수

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

6개 행 × 5개 열
  • 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
  • 외 1개
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
객관식필수

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
객관식필수

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

  • Significantly improved
  • Somewhat improved
  • Stayed about the same
  • Somewhat declined
  • Significantly declined
Q06
의견 척도필수

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

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q07
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Matters most최악:Matters least
Q08
AI 인터뷰

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
단문형

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

Q10
객관식

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
객관식

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
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

설문을 공개할 준비가 되셨나요?

이 템플릿을 편집기에서 열어 보세요. 첫 응답자가 보기 전에 모든 부분을 원하는 대로 바꿀 수 있습니다.

Use this template무료로 시작하기