It's important to know what your clients think of your firm's services. Are there things they are particularly pleased with? Are there areas that they would like to see improved? If you don't ask, you can't know. And if you don't know, you might not be satisfying your clients as much as you would like to.
Use our satisfaction client survey as-is, or modify it to meet your firms needs. Either way, you'll find no easier way to ask your clients, in a very personalized, yet automated way, what they think about your firm and the services you provide.
With the use of macros and popup messages, your client will never know that you just sent the same request for feedback to dozens or more of your clients. It's the personal touch that PreciseFP makes in the area of client engagement that makes all the difference.
This template can be used as is and can also be customized.
To engage your client with this template you will need to first add it to My Templates. You can do this by clicking on the template in the library and then clicking on the Add to my templates button on the template details.