Screen Reader Mode Icon

Question Title

* Location

Question Title

* JOB NAME

Question Title

* DATE

Date
OPERATIONS

Question Title

* What's your overall feeling about this account?

Question Title

* Are all company processes being followed? Such as good staff, management, scope/schedule/visit logs/inspection reports on a routine basis? If not, why?

Question Title

* Are the employees properly trained?

Question Title

* Date of last visit by Director

Date

Question Title

* Date of last visit by Area Manager

Date

Question Title

* Please rate the quality of our staff on a scale of 1-10

0 10
Clear
i We adjusted the number you entered based on the slider’s scale.

Question Title

* How is the employee satisfaction at this site?

CLIENT RELATIONSHIP

Question Title

* On a scale of 1-10, how is our relationship with the client

0 10
Clear
i We adjusted the number you entered based on the slider’s scale.

Question Title

* What can we do to improve the existing client relationship?

Question Title

* Did we receive client feedback?

Question Title

* What is the date of the most recent touch point?

Question Title

* Are thre any internal processes that need to be reviewed/improved?

Question Title

* Any immediate suggestions to help improve the customer experience?

Question Title

* How is the operation team's communications with the client?

Question Title

* Was the job budgeted/sold/priced/onboarded properly?

Question Title

* Do we understand the client's expectations?

Question Title

* Do we foresee any future issues with this account?

Question Title

* Triggers for Assessment

Question Title

* Comments

Question Title

* Action Items

Question Title

* Comments

Question Title

* Estimated Resolution Date

Date

Question Title

* Re-Examination Date

Date
0 of 26 answered
 

T