Judgement Free Zone

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* What’s your overall account feedback?

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* What triggered this outcome? And why?

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* Were all company processes followed? Such as proper staff, management, scope/schedule/visit logs. If not, why?

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* Are there any internal processes that need review/improvement?

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* Are there any immediate steps we should take to prevent this from happening again?

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* How was ops communication with the client?

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* Is there anything you would have done differently?

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

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

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* Was there anything we could have done to save the account?

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* How did we not see this coming?

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* On a scale from 1-10, how was the onboarding of the account?

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

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* On a scale from 1-10 how was our overall relationship with the client?

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

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* How could we have improved the client relationship?

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* Lessons Learned/Action Items

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