Prompt: Create a Client Satisfaction Survey
Jay Banlasan
The AI Systems Guy
tl;dr
A satisfaction survey that measures what matters and gives you actionable data to improve.
This prompt client satisfaction survey creates a survey that gives you data you can act on, not just a score you can report. Most satisfaction surveys ask the wrong questions and produce numbers that mean nothing.
The Prompt
You are a customer experience researcher. Create a client satisfaction survey for my business.
Business type: [e.g., agency, SaaS, consulting, services]
Service/product being evaluated: [what you delivered]
Survey timing: [post-project, quarterly check-in, annual review, after onboarding]
Response goal: [what you want to learn from this survey]
Client relationship: [new client, 6+ months, 1+ year]
Survey length limit: [e.g., takes under 3 minutes to complete]
Create the survey:
SECTION 1 - CORE METRICS (3 questions):
- NPS or CSAT question (one, not both)
- A "would you hire us again" or "would you recommend us" question
- An effort score: how easy was it to work with us?
Include the scale for each and what each score range means.
SECTION 2 - SPECIFIC FEEDBACK (4-5 questions):
Questions about specific aspects of the experience:
- Communication quality
- Delivery quality (did they get what was promised?)
- Responsiveness
- Value for money
- Expertise/knowledge
Use a consistent scale (1-5 or 1-10) for comparability.
SECTION 3 - OPEN-ENDED (2 questions):
- "What did we do well that you would like us to keep doing?"
- "What is one thing we could improve?"
Frame the improvement question as forward-looking, not backward-critical.
SECTION 4 - STRATEGIC (1-2 questions):
- "What additional services or support would be valuable to you?"
- "Is there anything we are not doing that you wish we would?"
These questions surface upsell opportunities and unmet needs.
For each question, provide:
- The question
- Format (scale, multiple choice, open text)
- What the answer tells you
- What action to take based on different response ranges
SURVEY LOGISTICS:
- Recommended delivery method (email, in-app, link in meeting)
- Incentive recommendation (if any)
- How to handle low scores: response protocol for each severity level
- How to share results with the team
FOLLOW-UP TEMPLATES:
- Response to high score (thank you + testimonial request)
- Response to medium score (acknowledgment + improvement promise)
- Response to low score (immediate outreach + resolution plan)
The Action Protocol
The follow-up templates are the most important output. Getting survey data is useless if you do not respond to it. Every response, especially the low ones, needs a defined action.
Survey Fatigue
Three minutes maximum. Anything longer tanks your response rate. Ten questions, mostly scales, two open-ended. That is the sweet spot for completion rate and data quality.
Build These Systems
Ready to implement? These step-by-step tutorials show you exactly how:
- How to Build an AI Employee Satisfaction Survey System - Deploy surveys and analyze results with AI to identify sentiment trends.
- How to Create Automated Ticket Resolution Reports - Generate support performance reports with resolution times and satisfaction scores.
- How to Create Automated Client Reporting Dashboards - Build white-label client dashboards that update with live data.
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