Customer Feedback Checklist Template

Design, distribute, and analyze customer surveys to drive improvements.

This free customer success checklist template includes 5 tasks organized into 2 sections. Use it to streamline your customer feedback process.

Collection

  1. Design survey questions

    Draft survey questions that target specific areas of the customer experience. Keep it concise to maximize response rates.

    • Survey Type (required) — Options: NPS, CSAT, CES, Product Feedback, General Satisfaction
    • Number of Questions (required)
    • Draft Questions (required)

  2. Distribute survey

    Send the survey to the target customer segment. Choose the right channel and timing to maximize engagement.

    • Distribution Channels (required) — Options: Email, In-App, SMS, Post-Call, Social Media
    • Send Date (required)

Analysis & Action

  1. Compile responses

    Collect and organize all survey responses into a single view. Note the response rate and any data quality issues.

    • Total Responses (required)
    • Response Rate

  2. Identify themes and insights

    Analyze the compiled responses to surface recurring themes, positive signals, and areas for improvement.

    • Key Themes (required)
    • Overall Sentiment (required) — Options: Very Positive, Positive, Mixed, Negative, Very Negative

  3. Create action plan

    Turn insights into a prioritized action plan with clear owners and deadlines. Share findings with relevant teams.

    • Action Items (required)
    • Owner (required)
    • Target Completion Date (required)