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🤝 Sales Enablement

Free Client CSAT Survey Template

Measure satisfaction right after a delivery moment — on time, on quality, on communication — and route every low score to a fix while memory is fresh.

Survey
~2 min
After one touchpoint
Live Preview

Quick answer

A CSAT pulse asked immediately after a delivery moment — on time, on quality, on communication — routing every low score to a fix while the experience is fresh.

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About this template

Loyalty is built or lost in specific moments: the delivery that slipped, the escalation that actually worked. This CSAT survey fires after one defined touchpoint and rates exactly that interaction — timeliness, quality, communication and value — with a reason question attached. Low scores surface within a day, when the client can still be recovered with action instead of apology.

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Live Preview

A fillable sample form preview — live once the app is published.

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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

One moment, one rating

Feedback tied to a specific interaction beats vague annual sentiment.

2

Four honest dimensions

Time, quality, communication and value separate complaints from each other.

3

Dip radar

Low scores are visible the day they happen, not in the quarterly deck.

4

Optional recovery loop

Clients who want a callback get one while goodwill is still repairable.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and name the moments worth measuring.

2

Trigger per event

Send after delivery, support resolution or review.

3

Read the pattern

Which dimension dips, and where, tells you the real fix.

4

Recover fast

Answer the follow-up requests before the score becomes churn.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Delivery and support leads

See which step of your service actually disappoints.

2

Account managers

Walk into reviews knowing every unresolved dip on file.

3

Small teams

Replace the awkward 'is everything okay?' email with a moment survey.

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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 the fields inside — everything stays editable once you copy the template.

  1. Which interaction are you rating? (delivery, support, review, other)
  2. Was it completed on time? (1-5)
  3. How was the quality of what you received? (1-5)
  4. How clear was communication throughout? (1-5)
  5. Did it feel worth what you paid? (1-5)
  6. What one thing should we change? (open)
  7. Should we follow up with you? (check)
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Frequently Asked Questions

What is a CSAT survey?
A short satisfaction check tied to one specific interaction — rated on dimensions like timeliness, quality and communication — rather than the whole relationship.
How is CSAT different from NPS?
NPS measures accumulated loyalty; CSAT measures one moment. You need CSAT to find out which moments are building or burning the NPS you measure separately.
Is the Client CSAT Survey completely free?
Yes. Copy it into your FormLM workspace and trigger it after as many events as you like.
What response rate is normal?
Moment surveys sent soon after the interaction routinely beat general surveys — the topic is fresh and the ask is two minutes.
Who sees low scores first?
You do, in the response dashboard — follow-up questions flag which clients asked to be contacted.

Fix moments, not averages

Catch dissatisfaction the day it happens — copy the CSAT survey and attach it to your next delivery.