Customer Satisfaction Survey

A ready-to-use customer survey with Net Promoter Score, satisfaction ratings and effort score – plus a scoring guide, results summary and action plan to turn feedback into improvements.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Sales & marketing

Customer Satisfaction Survey

About this document

What it’s for

A short, well-designed customer survey and the tools to analyse it. It measures loyalty (Net Promoter Score), satisfaction with the key parts of your service (CSAT) and how easy you are to deal with (Customer Effort Score), and collects comments you can act on.

When to use it

  • Once or twice a year with all active customers
  • After a project, delivery or support case is completed
  • Before contract renewals, or after a change to your service

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Survey
  • Section A – About you (optional)
  • Section B – Your overall view
  • Section C – Rating our service
  • Quality and delivery
  • Communication and service
  • Value and administration
  • Section D – Ease of doing business
  • Section E – Your comments
  • Section F – Follow-up
  • Part 2 – Scoring guide
  • 1. Net Promoter Score (question B1)
  • 2. Customer satisfaction (questions B3 and Section C)
  • 3. Customer Effort Score (question D1)
  • 4. Reading the results
  • Results summary
  • Main themes from comments
  • Closing the loop
  • Action plan

How to complete it

  • Edit the statements in Section C to match your business and delete any you do not need
  • Keep the survey to about five minutes – remove questions you will not act on
  • Send it online (copy the questions into your survey tool) or as a printed form
  • Score the results using Part 2 and complete the action plan

Key points to check

  • Do not use the survey to sell, or only ask happy customers for public reviews
  • Tell respondents how their answers will be used

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Sales & marketing

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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