Free satisfaction assessment template — score responsiveness, advice quality, reporting, accessibility and outcomes on weighted dimensions, and generate a sentiment report. One scored check that flags churn risk before renewal season.
Quick answer
One scored check that flags churn risk before renewal season.
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.
The Client Satisfaction Assessment gives advisory practices a scored, comparable view of how clients feel about the service. Clients rate responsiveness, quality and clarity of advice, reporting, accessibility of their adviser and perceived outcomes on 1–5 anchors; weighted scoring produces a sentiment profile per client. The AI PDF report highlights which service dimension drives the score — turning a vague 'they seemed happy' into a tracked, improvable number you can act on before renewal conversations.
| Template | Client Satisfaction Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 satisfaction assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A service-quality profile across responsiveness, advice, reporting and outcomes |
| Best for | Practice owners · Advisers · Retention teams |
| Cost | Free to copy and customize on FormLM |
Preview the satisfaction assessment and the AI sentiment report it returns.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Practice owners track service quality numerically.
Advisers get specific feedback, not just scores.
Retention teams intervene before renewals fail.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
