Nps & testimonial survey with memory form

Collect client satisfaction scores and testimonials with auto-filled profiles and ready-to-use workflows.

Who is this template for?

Designed for agencies, customer success teams, and service providers who want to measure client satisfaction and collect testimonials without extra hassle. It works best for account managers, marketers, and project leads who need recurring NPS surveys and client feedback that stays linked to each customer profile. By using reusable profiles, you can focus more on insights and less on manual data entry.

What’s included?

This package combines smart memory forms with ready-to-use NPS and testimonial workflows. Clients fill their profile once, and every feedback submission auto-fills their details to save time. Linked tables and customizable templates keep all records structured and ready for reporting.

• A  Client Profile form where contact details, company info, and role are entered once and reused across all surveys (learn more about Memory Forms)
• An  NPS & Testimonial form that auto-fills client details and collects recurring satisfaction scores, reasons, and testimonials (see how to auto-fill with Memory Forms)
• A  Client Directory table (User Directory) storing all client profiles in one secure place (how to add and edit fields in your User Directory)
• A  Feedback & Testimonials table linking every submission back to the client profile for a 360° view (learn how to manage linked submissions)
• Instructions for customizing  email and PDF templates to send automated thank-you notes, follow-up alerts, and branded testimonial reports

Key benefits:

This setup helps you track client satisfaction trends and testimonials with less manual work. Client data stays consistent across surveys, while your team gets actionable insights at every stage. Testimonials can easily be reviewed, approved, and published with admin-only fields.

• Eliminate repetitive data entry — client profiles are filled once and reused everywhere
• Track NPS trends over time with built-in charts and admin-only status fields
• Automate thank-you emails, alerts for low scores, and testimonial publishing workflows
• Keep all client records centralized, organized, and linked to their profile

Customization options:

You’re free to tailor the template to fit the exact needs of your agency. From adjusting survey questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger reminders or internal alerts automatically.

• Fully customize client profile fields to match your workflow (e.g., add industry, account manager)
• Edit admin-only fields to manage review and publish status of testimonials
• Adjust logic to trigger follow-ups when conditions are met (e.g., NPS score ≤ 6 = support follow-up)
• Brand the design, emails, and PDFs with your agency’s identity

Why use this template?

This template makes NPS tracking and testimonial collection simple, consistent, and reliable. Clients provide their information once, and every survey focuses only on their current satisfaction and feedback. Agencies save time, reduce errors, and build stronger client relationships with automated workflows, clear insights, and publish-ready testimonials.