Client Engagement Benchmark Survey Form
Share your experience to help benchmark client engagement.
How often do you interact with your client or service team?
*
Daily
Several times a week
Weekly
Monthly
Less than monthly
Which communication channel do you use most often?
*
Email
Video calls
Phone
Messaging or collaboration platform
In-person meetings
Other
How satisfied are you with the overall quality of engagement?
*
1
2
3
4
5
Please rate the following aspects of your engagement.
*
Rows
Needs improvement
Fair
Good
Very good
Excellent
Communication is clear and consistent
1
2
3
4
5
The team responds promptly
6
7
8
9
10
Interactions feel personalized
11
12
13
14
15
The team understands my needs
16
17
18
19
20
Follow-up actions are completed
21
22
23
24
25
How easy is it to reach the right person when you need assistance?
*
Very difficult
1
2
3
4
Very easy
5
1 is Very difficult, 5 is Very easy
How well does the engagement team understand your goals and priorities?
*
Not well at all
1
2
3
4
Extremely well
5
1 is Not well at all, 5 is Extremely well
How confident are you that your feedback is heard and acted upon?
*
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
How would you describe the value you receive from your engagement?
*
Much less than expected
Slightly less than expected
About as expected
Slightly more than expected
Much more than expected
How likely are you to recommend this client or service relationship to a colleague?
*
Not at all likely
0
1
2
3
4
5
6
7
8
9
Extremely likely
10
0 is Not at all likely, 10 is Extremely likely
What is the single most important improvement that would strengthen your engagement?
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