[Name] Client Service Questionnaire

 

Client:

     

Date:

     

Account Service Team:

     

 

5

4

3

2

1

Extremely Satisfied

Largely Satisfied

Satisfied

Not Satisfied

Extremely Dissatisfied

 

 

Please rate and give a short rating explanation for the following:

 

Quality of Work

Rating:

     

Explanation:

     

 

 

Timeliness of Work

Rating:

     

Explanation:

     

 

 

Accessibility of Account Personnel

Rating:

     

Explanation:

     

 

 

Industry-Specific Knowledge

Rating:

     

Explanation:

     

 

 

Proactive Advice

Rating:

     

Explanation:

     

 

 

Explanation of Financial Results

Rating:

     

Explanation:

     

 

 

Value of Service vs. Fee Charged

Rating:

     

Explanation:

     

 

 

Client Newsletter (other topics, receive by email, information)

Rating:

     

Explanation:

     

 

 

Client Appreciation

Rating:

     

Explanation:

     

 

 

Additional Comments:

     

     

 

 

 

Thank you for your time. We will use this information to better serve you.

 

[Name]


Click filename below to access file

Client Service Questionnaire.doc




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