Measure how likely clients are to recommend you, capture the reason behind every score and segment loyalty by account, tenure and owner.
Quick answer
An NPS instrument that gauges how likely clients are to recommend you, records the reason behind each score, and segments loyalty by account, tenure and owner.
One 0-10 number tells you where you stand; the sentence after it tells you why. This NPS survey asks the recommend question, then makes every respondent explain the score in their own words — promoters, passives and detractors each routed to a follow-up action. Run it on a cycle and you have loyalty you can trend by account, tenure and account manager.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
The classic recommend question, nothing diluted around it.
Every score arrives with the words behind it.
'What would move you one point' generates the fix list.
Only respondents who opt in get contacted.
From copy to deliverable in four steps.
Copy it and list your services and segments.
Quarterly or after major milestones, to the whole book.
Cluster the whys — that is the roadmap, not the average.
Follow up with detractors who agreed to hear from you.
Pick your role — see how it fits your workflow.
Know whose loyalty is actually slipping before renewal season.
Enter reviews with each client's own words on file.
Point the upgrade question at the team that can act on it.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
