QuestionPunkQuestionPunk
Start free
All templates

Client Evaluation of Company Services Survey

Captures how clients rate your company's service quality, responsiveness, communication, and value, benchmarks loyalty with a standard recommendation score, and uses an AI follow-up interview to surface the specific interaction behind each rating. Built for account managers and service teams running periodic client reviews.

Use this templateBrowse more templates

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share feedback on your experience working with us. Your honest input helps our team improve how we serve you. This should take about 5 minutes.

Q02
Opinion ScaleRequired

Overall, how satisfied are you with the services you've received from our company?

Scale: 1 – 10
Min:Not at all satisfiedMax:Extremely satisfied
Q03
MatrixRequired

Please rate our performance on each of the following aspects of service.

5 rows × 5 columns
  • Quality of work delivered
  • Responsiveness to requests
  • Clarity of communication
  • Value for money
  • Expertise and knowledge of your team
Columns: Poor · Fair · Good · Very Good · Excellent
Q04
Multiple ChoiceRequired

How long have you been a client of our company?

  • Less than 6 months
  • 6 months to 1 year
  • 1 to 3 years
  • More than 3 years
Q05
Opinion ScaleRequired

How likely are you to recommend our company's services to a colleague or peer?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q06
Best–Worst Trade-off (MaxDiff)Required

When you think about what matters most in your relationship with us, which of these are most and least important to you?

  • Cost / pricing
  • Speed of delivery
  • Quality of output
  • Communication and updates
  • Responsiveness to issues
  • Expertise of the team
  • Flexibility to accommodate changes
  • Proactive recommendations
Pick best & worst per setBest:Most important to youWorst:Least important to you
Q07
Multiple ChoiceRequired

Looking ahead, what best describes your plans for continuing to work with us?

  • Definitely continue as-is
  • Continue but expect changes
  • Uncertain / reviewing options
  • Likely to reduce scope
  • Likely to stop using our services
Q08
AI Interview

Probe the reasoning behind the respondent's satisfaction and recommendation scores, anchoring on a specific recent project or interaction rather than a general impression. If the scores were low or the respondent indicated they may reduce or stop working with us, dig into exactly what happened, who was involved, and what would need to change to earn a higher score next time. If scores were high, identify the one thing that most drove that loyalty so it can be reinforced.

Q09
Long Text

Is there anything else about your experience working with us that you'd like us to know?

Q10
Multiple Choice

Which best describes your role in working with our company?

  • Primary decision-maker
  • Day-to-day contact / user
  • Finance or procurement
  • Executive sponsor
  • Other
  • Prefer not to say
Q11
Multiple Choice

What is the approximate size of your organization?

  • 1-50 employees
  • 51-250 employees
  • 251-1,000 employees
  • More than 1,000 employees
  • Prefer not to say
Q12
Message

Thank you for sharing your feedback! Your responses will go directly to our client experience team and help shape how we improve our services for you and other clients.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Combines a standard satisfaction and recommendation (loyalty) score with a detailed performance matrix covering responsiveness, communication, and value in one flow
  • Uses a max-diff exercise to reveal which aspects of the client relationship matter most, not just how each was rated
  • Includes an AI follow-up interview that probes the reasoning behind each respondent's satisfaction and recommendation score, surfacing the specific interaction driving it
  • Segments feedback by role, org size, and tenure as a client, then closes with an open long-text question and an automated report, so account managers get context, not just numbers

Jotform

Client Evaluation Of Company Services Form Template

A ready-to-use, fielding-ready form template covering standard client service evaluation questions. It's built on Jotform's drag-and-drop form builder, making it easy to customize fields and branding. Like most static form templates, it captures ratings but has no mechanism to explore the reasoning behind them.

What it does well

  • Quick to deploy with Jotform's widely-used drag-and-drop builder
  • Easy field customization and branding options
  • Integrates with Jotform's broader form/workflow ecosystem

Where it falls short

  • Static question set with no adaptive follow-up to probe the story behind a rating
  • No AI-driven or voice interview component
  • No published methodology for how questions are scored or weighted

QuestionPro

Client Evaluation of Company Services Survey Questions + Sample Questionnaire Template

A sample questionnaire template plus supporting guidance on client evaluation survey questions, aimed at teams building this type of survey on QuestionPro's platform. It offers a solid question bank and reporting tools typical of an established survey platform, but the page reads as much like a question-writing guide as a plug-and-play template. It relies on fixed-choice and scale questions rather than any live follow-up interviewing.

What it does well

  • Broad question bank with example wording for client evaluation topics
  • Backed by QuestionPro's mature survey platform and analytics/reporting features
  • Useful as an educational reference for structuring this survey type

Where it falls short

  • No adaptive AI interview to dig into the specific interaction behind a rating
  • No voice AI interview or guided screen-share task option
  • No transparent, publishable prompt methodology for how any automated analysis works

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

Use this templateStart free