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Business Grow System

Week 35

Send a client satisfaction survey

ADMIN NOTE:  You can use your email marketing service or something like SurveyMonkey to gather results.

Key Take Away

The Purpose

The main purpose of a client satisfaction survey is to gather feedback from clients about their experience with your product or service and to use this feedback to improve your business.

The Reason This Matters

Client satisfaction surveys can help you understand what clients like and dislike about your business, what their needs and preferences are, and how you can better meet their expectations.

How This Will Benefit Your Organization

Identify areas for improvement: By asking clients about their experience with your product or service, you can identify areas that need improvement and make changes to better meet their needs.

Measure client satisfaction: Client satisfaction surveys can help you measure how satisfied clients are with your business and identify areas where you are excelling or falling short.

Monitor trends over time: By conducting client satisfaction surveys regularly, you can monitor trends in client satisfaction over time and track the impact of changes you make to your business.

Build relationships with clients: By reaching out to clients and showing that you value their feedback, you can strengthen your relationship with them and increase loyalty to your brand.

Who Should Do This

Your marketing department probably has the most experience using email marketing software and collecting data. The results should be shared with the whole team.

How Long To Allocate For This Task

This can be set up using templates and sent at specific times when the results mean the most. 1 hour of design and automation time set up. The action of sending the survey can be automated using rules and the results reviewed during your morning routine. 10 minutes

Action Steps

Here are the general steps for setting up and sending customer satisfaction surveys:

Determine the goals and objectives of your survey: Before setting up your survey, it’s important to determine the goals and objectives of the survey. What do you want to learn from your customers? What do you hope to achieve with this feedback?

Choose a survey tool: There are many survey tools available, including Google Forms, SurveyMonkey, and Typeform. Choose a tool that best meets your needs and budget.

Determine the survey questions: Determine the specific questions you want to ask in your survey. Questions should be clear and concise, and should focus on specific aspects of your product or service that you want to measure.

Determine the survey format: Decide whether you want to send a survey by email, post it on your website, or send it through other channels.

Create and send the survey: Use your survey tool to create the survey and send it to your customers. Make sure to include clear instructions for completing the survey and a deadline for response.

Follow up with non-responders: After sending the survey, follow up with customers who have not responded to encourage them to participate.

Analyze the results: Once the survey responses have been collected, analyze the data to identify trends, areas for improvement, and opportunities for growth.

Take action based on the results: Use the survey results to make changes to your product or service, improve your customer experience, and address any issues identified in the survey.

Share the results: Share the survey results with your customers and other stakeholders to show that you value their feedback and are committed to improving your business based on their input.

By following these steps, you can set up and send customer satisfaction surveys that provide valuable feedback and insights for improving your business.