Workflow Templates: Client Satisfaction Survey Checklist

Define clear objectives for the survey

Develop questions that align with survey objectives

Ensure questions are concise and easy to understand

Include a mix of quantitative and qualitative questions

Pilot test the survey with a small group before full deployment

Choose appropriate channels for survey distribution

Set a timeline for survey availability

Send reminders to clients to complete the survey

Ensure anonymity and confidentiality for respondents

Provide clear instructions on how to complete the survey

Collect and compile survey responses

Analyze quantitative data using statistical tools

Identify key themes from qualitative responses

Generate a comprehensive report with findings

Share the report with relevant stakeholders

Develop an action plan based on survey results

Communicate planned actions to clients

Implement changes to address client feedback

Monitor the impact of implemented changes

Schedule regular follow-up surveys to track improvements

Client Satisfaction Survey Checklist