Free New Client Survey

This question measures initial friction during setup, highlighting where guidance may be unclear. Use this feedback to refine sign-up instructions and streamline the onboarding flow.

This probes the effectiveness of your onboarding messages in setting expectations. Clear feedback here can improve future welcome emails and support materials.

This checks if manuals or guides meet client needs and are easy to follow. Strong documentation reduces support tickets and speeds up client independence.

This gauges perceived support quality at the start of the relationship. Early reassurance boosts confidence and long-term engagement.

This assesses whether your team's follow-up meets client expectations. Timely responses foster trust and prevent frustration.

This identifies usability issues in any new software or portals. Addressing pain points here improves adoption and overall satisfaction.

This explores proactive support rather than reactive fixes. Proactive care can differentiate your service and build loyalty.

This measures readiness to fully engage with your offering. Higher confidence indicates successful onboarding and fewer barriers to usage.

This open-ended question uncovers pain points that may not fit predefined options. Use these insights to remove obstacles and refine processes.

This invites specific suggestions for enhancing first impressions. Client-driven improvements can lead to faster adoption and greater satisfaction.

This clarifies the client's top goals, ensuring alignment. Knowing objectives allows you to prioritize resources effectively.

This reveals pain points that your service should target. Addressing real challenges drives perceived value and client satisfaction.

This establishes measurable outcomes and benchmarks. Clear success metrics help both parties track progress and celebrate wins.

This identifies high-priority offerings for the client. Focusing on these areas maximizes impact and client ROI.

This highlights potential service shortcomings or areas for expansion. Filling gaps can enhance your competitive advantage.

This uncovers existing solutions or workarounds your client uses. Understanding alternatives informs how to differentiate your service.

This surfaces obstacles that might hinder success or satisfaction. Addressing these early builds trust and reduces friction.

This maps stakeholders and potential advocates within the client organization. Engaging the right people boosts adoption and retention.

This aligns expectations around deliverables and milestones. Clear timelines ensure better planning and resource allocation.

This gauges the level of ongoing assistance the client expects. Tailoring support packages reduces surprise costs and enhances loyalty.

This provides a high-level satisfaction metric to track over time. Consistent monitoring helps detect shifts in client sentiment early.

This measures how quickly and effectively your team addresses client needs. Strong responsiveness correlates with higher loyalty and retention.

This assesses alignment between promised and delivered outcomes. Identifying gaps early prevents misunderstandings and dissatisfaction.

This highlights reliability and stability in your service delivery. Consistency builds trust and long-term commitment.

This evaluates your problem-resolution process and client support. Effective recovery can turn a negative into a loyalty-building moment.

This checks if clients feel they are receiving a fair exchange. Positive value perceptions support renewals and referrals.

This is a proxy for Net Promoter Score and word-of-mouth potential. High recommendation rates drive organic growth.

This measures transparency and frequency of project communication. Clear updates reduce anxiety and foster collaboration.

This identifies if clients feel services are tailored to their needs. Personalization differentiates your offering and strengthens relationships.

This ensures that service delivery matches promised schedules. Meeting deadlines maintains credibility and satisfaction.

This identifies where clients are most comfortable interacting. Using the right channel increases efficiency and satisfaction.

This sets expectations around reporting frequency. Balancing information flow prevents both overload and under-communication.

This clarifies the desired format for project status. Tailoring to client style enhances clarity and engagement.

This ensures meetings and calls are scheduled at optimal times. Respecting schedules demonstrates client-centric service.

This determines the right level of granularity for updates. Appropriate detail prevents confusion and keeps focus on priorities.

This uncovers preferred cadence for collaboration. Aligning on meeting style drives smoother workflows.

This sets SLA expectations and response time targets. Clear timelines help manage both team capacity and client satisfaction.

This prevents using methods that may be inconvenient or blocked. Respecting these preferences avoids missed communications.

This balances face-to-face interaction with written records. Matching preference boosts engagement and clarity.

This guides your account staffing and collaboration model. The right structure ensures clear accountability and expertise access.

This predicts retention and identifies at-risk accounts. Early warning allows proactive retention measures.

This uncovers potential upsell or cross-sell opportunities. Tailored offerings can drive deeper client partnerships.

This gauges appetite for higher-tier solutions. Upgrades increase revenue and demonstrate growing client trust.

This collects direct input for product or service innovation. Client-driven features often have higher adoption rates.

This identifies satisfied clients willing to share positive feedback. Testimonials bolster credibility and attract new business.

This finds advocates for in-depth success stories. Case studies serve as powerful marketing assets.

This aligns your roadmap with the client's future goals. Strategic support deepens relationships and drives mutual success.

This surfaces concerns or external factors that risk churn. Addressing these proactively strengthens retention.

This measures advocacy and word-of-mouth potential. High referral intent fuels organic growth.

This invites open feedback to guide continuous innovation. Client-informed enhancements keep your offering relevant and competitive.