Why feedback matters
Many firms assume they know what clients think. A short survey often reveals surprises, such as communication preferences or services clients didn't know you offered.
Write better questions
AI can help draft a short survey with clear, unbiased questions. Keep it brief, ideally five to ten questions, so clients actually complete it.
Question ideas
- How satisfied are you with our communication?
- How easy is it to reach us when you need help?
- What could we do better?
- Are there services you wish we offered?
- How likely are you to recommend us?
Analyze responses
After collecting responses, remove names and identifying details, then ask AI to summarize common themes. AI can quickly organize dozens of comments into clear categories.
Act on feedback
Choose one or two improvements to make based on the results, and let clients know what you changed. This shows you listened.
Follow up personally
If a client shares a concern, follow up directly. Surveys can surface issues before clients leave.
Repeat regularly
An annual survey helps you track improvements over time and keeps your firm focused on what clients value most.
Keep it confidential
Tell clients how their responses will be used and protect any identifying information. Clients give more honest feedback when they trust that it will be handled respectfully and used to improve their experience.
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