Client Feedback Survey and Debrief
Learn from clients after a project.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Create a client feedback process. Services and typical project length: [SERVICES_LENGTH]. What I want to learn: [LEARNING_GOALS]. Client relationship: [RELATIONSHIP]. Write a survey of ten questions (mix of ratings and open questions), an invitation email of 80 words, and a debrief call agenda. Include questions on communication, outcomes, value, and what to improve. Provide a method for analysing responses, a template for acting on feedback, and a way to ask for testimonials with permission. Add privacy notes: clients' answers are used for improvement and not shared without consent. Mark any rules on testimonials and data as items to verify [VERIFY] for [JURISDICTION]. Also add a short guide for responding to critical feedback, including thanking the client, asking for specifics, and recording a plan, and a rule not to argue in writing. Show assumptions openly, keep numbers editable, and mark any statement about law, tax or safety standards [VERIFY] with the authority or adviser who can confirm it in [JURISDICTION].
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