client satisfaction survey

Feedback Survey

Client Satisfaction Survey: Automated CSAT at Every Project Milestone

Client Satisfaction Survey: Automated CSAT at Every Project Milestone

Send client satisfaction surveys automatically after project phases and renewals. Catch dissatisfied clients before they leave.

Send client satisfaction surveys automatically after project phases and renewals. Catch dissatisfied clients before they leave.

Clients who are quietly unhappy rarely say so before renewal time. Deploy this automation and a short satisfaction survey fires after every project milestone, giving account managers the signal early enough to address it.

About this automation

Type

Feedback Survey

Free to use

✓ Yes

Deploy time

Under 5 min

Triggers

API

Delivers via

Email, SMS

What this survey asks

01

How satisfied are you with this project's outcome?

Rating, 1 to 5 stars

02

How would you rate communication throughout the engagement?

Rating, 1 to 5 stars

03

Did we meet the expectations we set at the start?

Yes / Partially / No

04

What's one thing we could improve for future projects?

Open text, captures process gaps

05

How likely are you to work with us again?

0 to 10 scale

The automation

What happens when you deploy it

What happens when you deploy it

Set it up once on FeedbackRobot, it runs on its own and routes every customer response to the right outcome.

Set it up once on FeedbackRobot, it runs on its own and routes every customer response to the right outcome.

Trigger: a project milestone completes

Fires automatically the moment a project milestone completes.

API

Milestone survey goes out immediately

Delivered via Email or SMS the moment the project phase closes.

Routed by risk level

A dissatisfied response reaches the account manager before the next check-in.

Positive sentiment

Logged as a healthy account signal.

Needs attention

Flagged to the account manager before the next milestone.

Client health dashboard

Satisfaction by client and project phase, updated as responses come in.

Why this automation matters

Client relationships run on the assumption that everything is fine unless someone says otherwise. The problem is that clients who are not satisfied with a project direction, a communication gap, or a deliverable quality often do not say so directly. They manage the relationship diplomatically, stay quiet through the work, and make their decision at renewal time when you have the least leverage to address it. Deploy FeedbackRobot's client satisfaction automation and the check-in happens automatically at the moments that matter. After onboarding. After the first deliverable. At the 90-day retainer mark. After a major scope change. Each survey is short, specific to the phase the client just completed, and structured to surface concerns that clients are unlikely to raise in a scheduled call. Responses route to the account lead immediately. Anything below your defined satisfaction threshold triggers an alert so the relationship can be addressed while there is still time to course-correct. On the positive side, clients who rate their experience highly and leave specific comments are flagged automatically as case study candidates. The same system that identifies at-risk relationships also identifies your best reference accounts.

Expected outcome

Businesses with automated client satisfaction surveys retain clients 31% longer than those using ad hoc check-ins

Businesses with automated client satisfaction surveys retain clients 31% longer than those using ad hoc check-ins

Connects to the platforms that matter

Triggers

API

Channels

Email, SMS

Common questions

Why would I use this instead of a generic customer feedback survey?

This one is built around project milestones, not transactions, so the trigger points, onboarding, first deliverable, 90-day mark, reflect how service and consulting relationships actually unfold, rather than a single purchase event.

What happens if a client doesn't respond after a milestone?

Nothing further is sent automatically for that milestone. The next trigger, the following milestone, fires independently, so a missed response at onboarding doesn't affect whether the 90-day survey goes out.

Can I customize which milestones trigger a survey?

Yes, the milestone list is configurable at setup. Some businesses only survey at onboarding and project close, others add every major deliverable.

Does a negative response notify anyone specific, or just a general inbox?

It routes to the account lead by default, since they're best positioned to address a dissatisfied client directly rather than a shared team inbox.

Related templates

Deploy this automation

No developer needed. Connect your trigger, pick your channels, and your feedback automation runs on its own from there.

Deploy now