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Client Exit Survey

• Tip: Ask open-ended questions when possible to get the most complete information. If using a checkbox format survey, try and provide a scale of responses instead of a yes/no response.  

• Did we meet your goals?

• Is our staff knowledgeable?

• How could we have improved our communications with you? 

• How was our onboarding when you became a client?

• How was our close-out process when you left us as a client?

• What do you wish we had done differently?

• What do you dislike about our services?

• Are you likely to recommend our agency to a colleague or contact?

• A Client Exit Survey is likely too late to salvage a client relationship. Implement ongoing Client Satisfaction Surveys as part of your CRM system.

This checklist was created by anthonycaliendo

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