Business OS
Sales & MarketingSurveys & Feedback

Customer Feedback Form

Branded customer feedback capture with NPS, CSAT, themed comments and follow-up routing.

Updated 26d ago
customerfeedbackcsatnps

Document Control

FieldValue
Document TitleCustomer Feedback Form
Document OwnerHuman Resources
Version1.0
Effective Date{{effective_date}}
Review CycleAnnual
ClassificationInternal Use

Purpose & Scope

Collect structured customer feedback to inform service improvement, product roadmap and account-level recovery actions.

Customer Details

FieldValue
Customer Name{{customer_name}}
Company{{customer_company}}
Email{{customer_email}}
Account Manager{{account_manager}}
Date{{date}}

Net Promoter Score (0–10)

How likely are you to recommend {{company_name}} to a colleague? Score: ____ /10

Satisfaction Ratings

DimensionRating (1–5)
Overall Experience
Product / Service Quality
Value for Money
Responsiveness
Professionalism
Problem Resolution

What worked well

Capture verbatim feedback on positive experiences.

What could be improved

Capture verbatim feedback on improvement opportunities.

Follow-up Required

Review Workflow

StageOwnerSLA
SubmissionEmployeeDay 0
Manager ReviewLine Manager2 business days
HR ReviewHR Business Partner3 business days
Final DecisionDepartment Head5 business days
CommunicationHRWithin 1 business day of decision

Notes

Use this space to capture additional context, attachments referenced, or any deviations from standard process. All notes form part of the official record.

Confidentiality & Data Protection

All personal data captured under this document is processed in accordance with {{company_name}}'s Data Protection & Privacy Policy and applicable data-protection legislation (including GDPR/UK GDPR where relevant). Records are retained for {{retention_period}} and accessed only on a need-to-know basis.

Signatures

Signed
Date

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