Client satisfaction survey with AI

Instantly turn client feedback into clear, actionable insights

This intelligent Client Satisfaction Survey template helps you go beyond collecting scores. With built-in AI, it analyzes written responses in real-time to identify what your clients love, where you can improve, and how satisfied they truly are.

Whether you're a creative agency, SaaS provider, consultant, or customer success team, this template lets you automate the entire feedback loop, from collecting CSAT and NPS scores to generating summary insights and notifying your team for follow-up.

🧠 What makes this template powerful?

✅ 1. Built-in AI Feedback Summarizer

Each response is analyzed automatically. No need to read through every comment — the AI block identifies:

Overall satisfaction level (high, medium, low)
Key themes and sentiments
Specific praise or issues mentioned
Use this to spot trends, surface client pain points, or turn promoters into advocates.

👉 Learn how to write effective AI prompts

📊 2. CSAT® + NPS® Scoring

Combine Customer Satisfaction (CSAT®) and Net Promoter Score (NPS®) in one form. Understand not just how happy clients are, but how likely they are to recommend you.

🔁 3. Smart Automation with “On Submit” Logic

Use Formaloo’s advanced logic tools to:

Show a personalized thank-you page based on score
Trigger follow-up emails to your team if a low score is submitted
Redirect happy clients to testimonial forms or review platforms
Assign feedback to the right team based on service typeIntercom help articles …

📩 4. Custom Email Notifications

Send branded, personalized follow-ups automatically:

Thank-you emails to clients
Internal alerts for low scores or specific issues
Invite happy clients to share reviews

📈 5. Visual Reports & Dashboards

Feedback is stored in a structured database you can explore through:

Charts: Visualize NPS®, CSAT® trends, and satisfaction by service type
Tables: Filter responses by client or score
Boards: Track feedback status (e.g., New, Reviewed, Followed Up)

✨ Why use this template?

Save time with AI-powered analysis of open-text feedback
Act faster by automatically routing issues to the right team
Spot trends across projects, teams, or accounts
Boost retention by closing the loop with unhappy clients
Grow advocacy by identifying promoters and surfacing great quotes

🔧 Fully customizable to your brand:

Add your logo and colors
Host it on a custom domain
Embed it into your client portal or send as a standalone survey
Edit wording, scoring ranges, and logic flows

💼 Teams using this template report 2x faster follow-ups and a 30% lift in response rates after automating their feedback workflow.

🚀 Start now:
Click Use Template to launch your client satisfaction workflow today — powered by AI, driven by insight.

👉 Not on Formaloo yet? Sign up free and build smarter feedback forms in minutes.

This App is Free