CLIENT FEEDBACK FORM ==================== Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use From: [YOUR NAME / BUSINESS NAME] Client: [CLIENT NAME / COMPANY] Project: [PROJECT NAME] Thank you for working with us. Your honest feedback helps us improve and takes less than five minutes. Nothing here affects your invoice or our relationship. ------------------------------------------------------------ Part A — Mid-project check-in (send at the project midpoint) ------------------------------------------------------------ Date: [DATE] Rate each from 1 (poor) to 5 (excellent). Question | 1 | 2 | 3 | 4 | 5 ------------------------------------------------------- | - | - | - | - | - The work so far matches what you expected | ○ | ○ | ○ | ○ | ○ Updates are frequent enough (not too many, not too few) | ○ | ○ | ○ | ○ | ○ Questions are answered quickly enough | ○ | ○ | ○ | ○ | ○ You feel confident about the deadline | ○ | ○ | ○ | ○ | ○ What's one thing we should adjust for the rest of the project? [ANSWER] ------------------------------------------------------------ Part B — End-of-project review (send within two weeks of delivery) ------------------------------------------------------------------ Project completed: [DATE] Completed by: [NAME, ROLE] 1. Ratings Rate each from 1 (poor) to 5 (excellent). Question | 1 | 2 | 3 | 4 | 5 -------------------------------------------------------------- | - | - | - | - | - Quality of the final result | ○ | ○ | ○ | ○ | ○ How well we understood your goals | ○ | ○ | ○ | ○ | ○ Clarity of communication | ○ | ○ | ○ | ○ | ○ Responsiveness | ○ | ○ | ○ | ○ | ○ Meeting deadlines | ○ | ○ | ○ | ○ | ○ Value for money | ○ | ○ | ○ | ○ | ○ Ease of the process (proposal, contract, invoicing, approvals) | ○ | ○ | ○ | ○ | ○ Overall experience | ○ | ○ | ○ | ○ | ○ 2. Likelihood to recommend How likely are you to recommend us to a colleague or friend? (0 = not at all, 10 = extremely likely) 0 ○ 1 ○ 2 ○ 3 ○ 4 ○ 5 ○ 6 ○ 7 ○ 8 ○ 9 ○ 10 ○ What's the main reason for your score? [ANSWER] 3. Open questions 3.1 What worked best about working with us? [ANSWER] 3.2 If you could change one thing about the process, what would it be? [ANSWER] 3.3 What nearly stopped you from hiring us? [ANSWER] 3.4 Has the project achieved, or started to achieve, the goal you had for it? [ANSWER] 3.5 Anything else you'd like to tell us? [ANSWER] 4. Future work 4.1 Do you expect to need help again in the next 12 months? - [ ] Yes, with: [ANSWER] - [ ] Possibly - [ ] Not at the moment 4.2 Would an ongoing arrangement (monthly support or retainer) be useful? [YES / NO / MAYBE] 4.3 Do you know anyone who might benefit from our services? [NAME AND CONTACT, OPTIONAL] 5. Testimonial permission 5.1 May we quote your comments on our website, proposals and social media? - [ ] Yes, with my name, role and company - [ ] Yes, with my first name and company only - [ ] Yes, anonymously (e.g. "Marketing director, [INDUSTRY] company") - [ ] No, please keep my feedback private 5.2 May we show the project in our portfolio or as a case study? [YES / YES, AFTER [DATE] / NO] 5.3 Preferred wording for your name and title: [ANSWER] We'll send you the exact quote for approval before publishing anything. ------------------------------------------------------------ Thank you. Please return this form to [YOUR EMAIL] by [DATE]. ------------------------------------------------------------ How to use this template 1. Send Part A around the midpoint of projects longer than four weeks. 2. Send Part B within two weeks of final delivery, separately from the final invoice. 3. Reply personally to every response, and follow up by call on any rating of 2 or below. 4. Confirm testimonial wording with the client before you publish it. 5. Review all responses each quarter for repeated themes. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.