CLIENT FEEDBACK COLLECTION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-ENGAGEMENT & COMMUNICATION ---
[ ] Client Communication Method Preference (Email, Phone Call, Text Message, Online Survey Link)
[ ] Explanation of Feedback Process
[ ] Purpose of Feedback Explained? (Yes, No)
[ ] Document explaining the purpose of feedback and how it will be used.
[ ] Client Acknowledgment of Feedback Request (Yes - Verbal Confirmation, No)

--- TIMING & CHANNELS ---
[ ] Post-Closing Feedback Window Start Date
[ ] Days After Closing to Send First Feedback Request
[ ] Days Between Reminder Feedback Requests (Max)
[ ] Primary Feedback Delivery Channel (Email, SMS, Phone Call, Online Portal Link)
[ ] Secondary Feedback Collection Channels (Optional) (Email, SMS, Phone Call, Online Portal Link)
[ ] Last Date for Feedback Collection
[ ] Preferred Time for Phone Calls (if applicable)

--- FEEDBACK COLLECTION METHODS ---
[ ] Preferred Method of Feedback? (Online Survey, Phone Call, Email, In-Person Meeting)
[ ] Overall Satisfaction (1-10, 10 being highest)
[ ] What did you enjoy most about working with us?
[ ] What could we have done better?
[ ] Which services did you use? (Property Search, Negotiation, Contract Review, Closing Assistance, Property Management (if applicable))
[ ] How would you rate our communication? (Excellent, Good, Fair, Poor)
[ ] Any specific agent feedback (if applicable)?

--- FEEDBACK ANALYSIS & REVIEW ---
[ ] Overall Satisfaction Score (1-10)
[ ] What were the best aspects of your experience?
[ ] What areas could we have improved?
[ ] Which of the following best describes your communication preferences? (Email, Phone Call, Text Message, Portal Updates)
[ ] How responsive were we to your inquiries? (Very Responsive, Somewhat Responsive, Not Very Responsive, Not Responsive at All)
[ ] Please provide any additional comments or suggestions.

--- ACTION & FOLLOW-UP ---
[ ] Was the client's primary concern addressed? (Yes, No, Partially, Not Applicable)
[ ] Describe the actions taken to address the client's feedback. (Be specific)
[ ] Date action was completed
[ ] Estimated time spent on corrective action (in hours)
[ ] Client notified of corrective action? (Yes, No)
[ ] Brief summary of client response to the corrective action (if applicable)
[ ] Which internal departments were involved in the action? (Sales, Marketing, Operations, Customer Service, Legal, Other)
[ ] Notes on preventing similar feedback in the future. (Lessons Learned)

--- LEGAL & ETHICAL CONSIDERATIONS ---
[ ] Client Consent Form Used? (Yes, No)
[ ] Briefly describe the client consent process.
[ ] Data Privacy Policy Explained? (Yes, No)
[ ] How was the data privacy policy explained to the client?
[ ] Client Data Anonymized/Pseudonymized? (Yes, No, Not Applicable)
[ ] Data Retention Period (in years)
[ ] Feedback Data Shared with Third Parties? (Yes, No, Limited Sharing - Specify Below)
[ ] If Yes, specify which third parties and for what purpose.

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