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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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Client Relationship Health Check Survey
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.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
10 questions · ~7 min
Q01
Opinion ScaleRequired
Overall, how satisfied are you with your working relationship with our team?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q02
MatrixRequired
How much do you agree with each statement about our team?
6 rows × 5 columns
- 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
- +1 more
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q03
Multiple ChoiceRequired
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
Q04
Multiple ChoiceRequired
Over the past 12 months, how has this relationship trended?
- Significantly improved
- Somewhat improved
- Stayed about the same
- Somewhat declined
- Significantly declined
Q05
Opinion ScaleRequired
How likely are you to recommend us as a partner or vendor to a peer?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q06
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Matters mostWorst:Matters least
Q07
AI Interview
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.
Q08
Short Text
If you could change one thing about how we work with you, what would it be?
Q09
Multiple Choice
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
Q10
Multiple Choice
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
Message
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.
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
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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
Frequently asked questions
What questions are in the “Client Relationship Health Check Survey” template?
The template includes 10 ready-to-use questions, starting with: “Overall, how satisfied are you with your working relationship with our team?” · “How much do you agree with each statement about our team?” · “In the last 90 days, how often did you have a meaningful interaction (call, email thread, meeting) with our team beyond…”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 10 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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