Client Service Survey Template by katrinagolden

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									Client Service Survey



Scale: 1 = not important                                                          Scale: 1 = not true
       2 = slightly important                                                            2 = slightly true
       3 = somewhat important                                                            3 = somewhat true
       4 = important                                                                     4 = true
       5 = very important                                                                5 = very true
       6 = critically important                                                          6 = absolutely true

               When communicating with others, this person is thoughtful and
1 2 3 4 5 6    considerate.                                                             1 2 3 4 5 6

               This person takes the initiative to be helpful.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person listens to understand.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person asks pertinent questions.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person summarizes the discussion.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person conveys clear guidelines and desired outcomes for
1 2 3 4 5 6    projects.                                                                1 2 3 4 5 6

               This person is reliable in providing accurate information.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person presents a thorough review of the work or project at its
1 2 3 4 5 6    completion.                                                              1 2 3 4 5 6

               I am confident that the work is done right.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person follows up to make sure I am satisfied.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               I believe this person understands my industry.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               I believe this person understands my business.
1 2 3 4 5 6                                                                             1 2 3 4 5 6

               This person takes responsibility for solving a problem when
1 2 3 4 5 6    something goes wrong.                                                    1 2 3 4 5 6

               This person receives input from others without being defensive .
1 2 3 4 5 6                                                                             1 2 3 4 5 6
                  This person goes beyond the call of duty to make things right.
1 2 3 4 5 6                                                                                1 2 3 4 5 6

                  This person is responsive when returning calls or messages.
1 2 3 4 5 6                                                                                1 2 3 4 5 6

                  I receive additional findings, analysis or suggestions, beyond the
1 2 3 4 5 6       basic engagement.                                                        1 2 3 4 5 6

                  This person anticipates what is needed before I have to ask.
1 2 3 4 5 6                                                                                1 2 3 4 5 6

Please circle the word that best describes your relationship to this person:

Vendor: I ask for and receive specific information from him/her that I will use to make business decisions.
Advisor: I ask for and receive additional input regarding business direction and strategy, which I will use
to make decisions.
Partner: We make business direction and strategy decisions together.


    This person has made me
   aware of how the following            No            Somewhat            Yes           Not
  firm’s services might impact                                                         Applicable
          my business:
Wealth and Estate planning
Business Valuation
Information Technology
Assessment
Succession planning
Work flow efficiency



Goals of Survey (For firm personnel)
1.   Clarify the level of expectation your clients have of you.
2.   Assess the level of satisfaction among your clients.
3.   Expose your clients to a broader role you might play in their companies.
4.   Identify specific areas of focus to include in your Performance Plan.

								
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