FREE 9+ Client Survey Forms in PDF | MS Word

A client survey form is used by product manufacturers, service providers, and business companies to document the information of their clients as well as engage the clients in the process of planning for the improvement and the betterment of the company. Moreover, the form is also useful in knowing the complaints and the concerns of the clients regarding the products and services offered to them.

Quality Client Survey Form

Counseling Center Client Satisfaction Survey Form

How to Create a New Client Survey Form

A new client survey form is a form variety which is often used by companies, especially for obtaining the personal data of their newly affiliated clients. To create this form, the steps below must be followed:

Step 1: State the title of the form. The title of the form should be placed on the center and topmost or below the top-margin of the form. After the title should be the instructions which will inform the new client of the necessity or the importance of filling out the form, as well as how the form can be completed and where it will be submitted.

Step 2: Make a section for the client’s information. The data to be collected in this section of the form should be the client’s and his spouse’s name, residential and electronic mailing addresses, phone number, the client’s date of birth, total annual income, and names of children or dependents.

Step 3: Allocate an area for the client’s preferred and needed products or services. This is the section where the client can disclose what he will be needing or be transacting with the company, as well as what he is expecting to receive. By knowing the client’s preferences, the company will be able to identify ways and plans how they can cater to the client and what the client is focusing on.

Step 4: Create a table for the survey questions and ratings. The table should be composed of six columns and a number of rows based on the items or questions to be scored and be answered by the client. The first column will have the questions while the succeeding columns will be for the rating scale of 1-5 or not satisfied to very satisfied.

Step 5: Review and save the form. There are several formats to choose from when saving the client survey form and it all depends on how the form can be used by the new client. If the form will be used online, then a “.PDF” format is preferable while a “.DOC” format will be suitable for in-house clients who will fill out the form using the devices of the company.

New Client Survey Form

Financial Client Satisfaction Survey Form

Varieties of Client Survey Forms

Client Member Survey Questionnaire Form – This form variety is used by organizations and companies who offer memberships to their clients. In the form, the client will be able to indicate the frequency of him accessing and receiving specific services of the company. The satisfaction rating of the client with regards to the quality and timeliness of the services provided, the professionalism and courtesy of the staff members, and his own awareness of the services will be stated in the form as well. Furthermore, the client’s comments about the information resources of the company will also be included in the form to determine the usefulness of the resources to the client’s wants and needs.

Client Member Survey Questionnaire Form

Construction Client Satisfaction Survey Form – The target users of this form variety would be the clients of a construction company such as the prime contractor, subcontractor, joint venture, and project developers. The form is composed of four pages. The first page contains six sections which should be filled out. In the first section, the details of the company as the contractor will be stated including their contact information. The second section identifies the client’s role in the construction project while the third section documents the details of the construction contract. The description of the construction project will be disclosed in the fourth section along with the client’s information and role in the last sections of the first page.

Construction Client Satisfaction Survey Form

Additionally, the second page of the form contains the definitions and ratings to be used in the survey while the third page enlists the survey items and questionnaire. To complete the form, the client must have his company’s authorized representative to affix a signature on the allotted area along with the representative’s name, title, and the date when the form was completed.

Physiotherapy Client Satisfaction Survey Form – Physiotherapy is a type of physical treatment for patients with diseases and illnesses. This treatment does not require patients to take specific drugs for curing the condition rather the patient must complete the entire series or sessions as mandated by the doctor. The patient must then use a physiotherapy client satisfaction survey form to disclose his observations and satisfaction regarding the therapy that he has undergone. In the form, the referral process, accessibility of the services, and the staff will all be evaluated by the patient.

Physiotherapy Client Satisfaction Survey Form

Tips in Using Our Client Survey Forms

• Read the descriptions or the article: The descriptions will serve as a guide towards knowing who the target users of a form are and how the form can be filled out.

• Know the document preferences: To properly choose a form which suits the company’s needs, the file format and the available storage left in the device where the form will be used should be specified. Then, each form variety must be viewed along with its accompanying file formats and sizes which are stated beside the image of the form.

• Download and extract the zip file: Our forms are in compressed zip files regardless of its format. The reason for this is to ensure that the form will be downloaded fully and intact. In addition, zip files also use up lesser space than those which are not compressed.

General Client Satisfaction Survey Form

Legal Services Client Satisfaction Survey Form

Client Satisfaction Survey Form

Regardless of the variety and format of client survey form that a company or organization will be using, if the form collects personal information from the client, it must be kept confidential, must be used only within the company, and for the sole purpose of determining the survey results.