Free Client NPS Survey Template for Advisors

Quick answer

One short survey turns renewal risk into a number you can act on.

Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.

Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.

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About this template

The Client NPS Survey equips advisors and agencies to measure loyalty the way enterprise brands do. Clients answer the standard 0–10 recommendation question plus the primary and secondary drivers behind it, and the response set classifies each client as promoter, passive or detractor. Verbatim answers explain why a score was given, so service recovery happens before renewal season — and the aggregate NPS trend shows whether the practice is actually improving.

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Template at a Glance

Template	Client NPS Survey
Category	Finance & Insurance
Format	Structured loyalty survey with a 0–10 recommend score
Time to complete	About 10 minutes per response
What you get	One comparable NPS figure per period plus the verbatim reasons behind each score
Best for	Practice owners · Advisers · Teams
Cost	Free to copy and customize on FormLM

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What's Included

Everything you need to run this template.

1

Structured, ready-to-use fields

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Customizable fields

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1-click copy to workspace

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Edit and reuse anytime

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How It Works

From copy to deliverable in four steps.

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Use This Template

Copy the form and its scoring, report and branding settings into your FormLM workspace — free.

2

Customize

Adjust fields, options and dimensions to match advisers and insurance professionals.

3

Share and collect

Send the link or QR; every response is captured automatically.

4

Review and act

Export or review the collected responses at any time.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Individual practitioners

Practice owners get one comparable loyalty number per quarter.

2

Teams & agencies

Advisors see which clients are detractors before the renewal conversation.

3

Founders & freelancers

Teams tie verbatims to specific service gaps instead of guessing.

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Key Features

What makes this template work as a professional deliverable.

Structured, ready-to-use fields
Customizable fields
1-click copy to workspace

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

How likely are you to recommend us to a colleague? (0–10)
What is the primary reason for your score? (open)
Rate the responsiveness of your advisor (1–5)
Rate the clarity of advice and reporting (1–5)
How confident are you that your plan is right for you? (1–5)
What one change would raise your score? (open)

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Frequently Asked Questions

What is the Client NPS Survey template?

It is a free, ready-to-use template for financial advisers and insurance professionals.

Is this a true Net Promoter Score?

It uses the standard 0–10 likelihood-to-recommend question with promoter/passive/detractor classification — the same structure as formal NPS, adapted for a single advisory practice.

How often should NPS be sent?

Most firms run it once or twice a year, and after major events such as a claim, rebalance or plan renewal.

Can results be tracked over time?

Each wave of responses is stored separately in your workspace, so you can compare scores across periods and advisors.

What does it do with detractor responses?

It flags low 0–6 scores so advisers can follow up with at-risk clients before the renewal conversation rather than after it.

Does it capture the reason behind each score?

Yes — a follow-up open field ties every rating to a specific reason, turning a bare number into something you can act on.

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