Free Agency Client Satisfaction Survey
Rate strategy, execution, reporting and communication on every engagement — a service survey agencies use to catch churn signals before renewal.
Quick answer
Run this service survey at the end of each engagement cycle so satisfaction is trended over time rather than captured once: strategy, execution, reporting and communication are scored separately to reveal which pillar is driving churn risk. It is self-reported sentiment, so read it alongside renewal data.
About this template
'How are we doing?' gets a polite 'fine'. Structured scores on four service areas — strategy, execution, reporting and communication — plus a renewal-intent question surface the account that's about to shop. Use it quarterly so scores trend per client, not per snapshot.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to run this survey.
Four-area scoring
Strategy, execution, reporting, communication rated 1–5.
Renewal intent
Explicit 'likely to renew' question as a churn early-warning.
Verbatim
Two open prompts — biggest win and biggest friction.
Exportable
Per-account trend for QBR and renewal prep.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
Match your service areas
Rename the four dimensions to what you actually deliver.
Send quarterly
Distribute to every active account lead.
Read the trend
Export per-account scores for QBR and renewal prep.
Who Is This For
Pick your role — see how it fits your workflow.
Agency owners
See which accounts quietly drift before renewal.
Account leads
Bring evidence, not vibes, to QBR prep.
Ops managers
Spot process gaps by service area across clients.
Key Features
What makes this template work as a professional deliverable.
- Four service areas on a 1–5 scale
- Renewal-intent question as churn early-warning
- Open-ended win / friction prompts
- Customizable dimensions per agency
- Quarterly trend per account
- Exportable to QBR decks
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real questions — customize per service menu.
- How well does our strategic thinking serve your business? (1–5)
- Rate execution — are we on time and on brief? (1–5)
- Is our reporting clear and does it drive decisions? (1–5)
- How responsive and transparent is communication? (1–5)
- How likely are you to renew at the end of term? (1–5)
- What's the biggest win we delivered this period? (open)
- What's the biggest friction you'd like us to fix? (open)