모든 템플릿

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.

샘플 질문

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

질문 11개 · 약 6분
Q01
메시지

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
의견 척도필수

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

척도: 010
최소:Not at all likely최대:Extremely likely
Q03
매트릭스필수

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

5개 행 × 5개 열
  • 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
: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Most important to improve최악:Least important to improve
Q05
평점 척도필수

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

범위: 15
최소:Very slow / unresponsive최대:Extremely responsive
Q06
AI 인터뷰

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
객관식필수

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
장문형

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

Q09
객관식

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
객관식

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
메시지

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

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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)

아쉬운 점

  • 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

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