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📊 Survey & Market Research

Free Service CSAT Survey Template

A 12-item transactional CSAT form: an overall satisfaction rating plus courtesy, speed, quality, ease and value-for-money, with channel, first-contact resolution and a free-text reason field.

~3 min
12 items
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Quick answer

A 12-item transactional CSAT form: an overall satisfaction rating plus courtesy, speed, quality, ease and value-for-money, with channel, first-contact resolution and a free-text reason field.

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About this template

Annual satisfaction scores average away the details. This transactional CSAT form goes out after a single touchpoint — a resolved ticket, a delivery, a visit — and asks twelve questions: an overall satisfaction rating, five attribute ratings on courtesy, resolution speed, product quality, ease of interaction and value for money, the channel and customer context, whether the issue was resolved first time, the reference for the case, and one open box for what went right or wrong. Front-line teams get the exact moment to fix rather than a yearly average.

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Live Preview

Live form preview — fill it in to see how each answer is captured and exported.

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Overall plus five attributes

Satisfaction with the interaction, then courtesy, speed, quality, ease and value.

2

Interaction context

Channel, customer type, usage frequency and first-contact resolution.

3

Case reference

Ticket, order or visit reference so the score is actionable.

4

Reason in their words

One open box for what went right or wrong this time.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy the CSAT survey into your FormLM workspace — free.

2

Name the touchpoint

Adjust wording to your interaction type — ticket, order, visit.

3

Send on close

Share the link the moment the interaction ends.

4

Follow up on low scores

Use the reason field to recover the specific moment.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Support managers

Coach on real interactions instead of aggregate survey noise.

2

Retail and field services

Measure the visit or delivery, not the brand.

3

Quality teams

Tag every low score with its cause for trend reports.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Overall, how satisfied are you with our service? (choice)
  2. Please share any additional comments or suggestions (open)
  3. How would you rate the courtesy of our staff? (choice)
  4. How would you rate the speed of issue resolution? (choice)
  5. How would you rate the quality of our product? (choice)
  6. How would you rate the ease of interacting with us? (choice)
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Frequently Asked Questions

What is a good CSAT score?
Most service teams treat 80%+ satisfied (4–5 of 5) as healthy; what matters more is the trend per team, channel and issue type.
How is this different from an NPS survey?
CSAT measures one interaction you can still fix; NPS measures the whole relationship. Low CSAT explains what is dragging loyalty down.
Should I offer an incentive for responses?
Better to respect the three minutes the twelve items take: overall satisfaction, five attribute ratings and the context fields can be answered in one sitting, which lifts response quality more than a small gift card does.
Can responses be attributed to agents?
The form attributes by context rather than by name — channel used, customer type, interaction frequency and the ticket, order or visit reference — so feedback lands where it belongs without exposing an individual.
What about customers who never respond?
Silent churn is real; pair triggered sends after every closed interaction so the sample is not only angry customers.
Is it free to use?
Yes. Copy it per team or per service line and customize the wording in minutes.

Fix the moment, not the average

Copy the CSAT form, catch friction while you still can — free.