Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
11 questions · ~6 min
Q02
Opinion ScaleRequired
How likely are you to recommend working with our team to a colleague or peer?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q03
MatrixRequired
How much do you agree with each statement about your experience with us over the past few months?
5 rows × 5 columns
- 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most important to improveWorst:Least important to improve
Q05
Rating ScaleRequired
How would you rate our responsiveness when you've reached out with a question or concern?
Range: 1 – 5
Min:Very slow / unresponsiveMax:Extremely responsive
Q06
AI Interview
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
Multiple ChoiceRequired
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
Long Text
What's one thing we could do differently that would make the biggest difference to your experience working with us?
Q09
Multiple Choice
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
Multiple Choice
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
Message
Thank you for the candid feedback! Your account team reviews these responses directly to shape how we support you going forward.
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
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- 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)
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.