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
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)
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
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
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
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)