Initial Client Call Feedback Survey
Please share your honest feedback about your initial client call so we can continue to improve your experience.
Overall, how satisfied are you with your initial client call?
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1
2
3
4
5
How clearly were your needs and objectives understood during the call?
*
Extremely clearly
Very clearly
Somewhat clearly
Not so clearly
Not at all clearly
How would you rate the professionalism of your call facilitator?
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1
2
3
4
5
Did the call provide clear next steps or action items?
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Yes, very clear
Somewhat clear
Unclear
No next steps provided
How likely are you to continue working with us after this initial call?
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Not likely
1
2
3
4
5
6
7
8
9
Extremely likely
10
1 is Not likely, 10 is Extremely likely
How easy was it to schedule your initial client call?
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Very easy
Somewhat easy
Neutral
Somewhat difficult
Very difficult
Did you feel your questions and concerns were addressed?
*
All of them
Most of them
Some of them
None of them
How would you describe the overall tone and rapport during the call?
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Very positive and engaging
Positive
Neutral
Somewhat negative
Negative
What could we do to improve future initial client calls?
Any additional comments or feedback?
Submit Feedback
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