Workflow Templates: Client Feedback Collection Checklist

Identify the key touchpoints in the client journey where feedback can be collected.

Determine the feedback goals and what specific information is needed from clients.

Choose the appropriate feedback collection methods (surveys, interviews, etc.) tailored to the client's preferences.

Develop a standard set of questions that can be used across different clients to ensure consistency.

Train staff on how to encourage clients to provide feedback and how to handle the feedback received.

Set up an automated system for distributing surveys and reminders at predetermined intervals or after certain triggers.

Assign responsibility to a team or individual for monitoring and analyzing feedback.

Create a protocol for responding to both positive and negative feedback in a timely and professional manner.

Incorporate client feedback into regular review meetings to make improvements to services.

Ensure feedback collection methods comply with legal and ethical standards, especially concerning confidentiality and data protection.

Inform clients about how their feedback will be used and who will have access to their responses.

Regularly review and update feedback processes to maintain compliance with any changes in laws or regulations.

Develop a system for following up with clients after feedback has been provided to close the loop.

Use feedback to identify trends and areas for improvement in the firm's services and client relationships.

Regularly update the feedback process based on what has been learned from the collected feedback.

Client Feedback Collection Checklist