Gathering client feedback doesn’t have to be a drag. Trust me, when done right, it can be a total game-changer for your biz.
And sure, it can be as simple as setting up a quick form and emailing it to clients after you finish working together. Orrr, you can build a robust feedback process to not only improve your client feedback, but also to make your life easier.
And that’s always the goal around here – creating processes that make your life EASIER.
So, without further ado, here are my top three tips to improve your client feedback process in your business:
ONE – Build Feedback Forms Outside of Dubsado for Better Data Collection
Sure, you can build your feedback form straight into Dubsado and it’ll work fine. You can set up automated reminders, people will respond, and you’ll get notified. Buuut, if you’re hoping to have all your feedback collected in one location, Dubsado doesn’t do that. Eventually you’ll find yourself digging through old projects to find that one quote you were looking for instead of actually doing the thing you want to do. Which is definitely NOT ideal.
Instead? Build your feedback form in a software that will collate the data in a nice table for you (Tally, Clickup, and Airtable all come to mind) and then simply share that link in a Dubsado form for your clients to use.
This way you get the both of both worlds ➡️ When a client responds to your external questionnaire, all their responses will be auto added to a spreadsheet for you. AND because the link is in a Dubsado questionnaire, you’ll be able to automate the sending of the questionnaire, and all the follow ups. Win win!
TWO – About about the experience AND the final product or transformation
This tip might look different depending on the services you offer but it still comes down to this – make sure you ask about the experience your client had working with you AS WELL AS what they think about the final product or transformation.
EXAMPLE ONE: Photographers will definitely want to ask what their client thinks about the photos. But it is also important to understand how the client felt in the lead up to the session – did they find the onboarding overwhelming? Did they have access to all the info they needed in advance? Was it easy to book a time for the session?
In this example, you might want to consider having two sections in your feedback form – one section that asks about the final session and the photos themselves, and one section that focuses on what it was like to work with you as a photographer.
EXAMPLE TWO – a website designer would of course want to know whether their client liked the website or not. But it would also be really helpful to know how they are finding the website 3 months later – are their clients finding it easy to use? Did they experience an increased sales rate? Are they finding it easy to update themselves?
In this instance, you might actually want to send two feedback questionnaires:
- One immediately after the service wraps up that focuses on the experience of working with you. For example – what do you think of the website? What was your favorite part of the experience? Was it easy to upload your assets? How did you find the onboarding process?
- And then a second questionnaire a few months down the line that focuses on the transformation your service had on their business. For example – how has having a new website impacted your business? Is there any extra support I could offer you at this time?
THREE – Ask for Consent
I always recommend asking for consent to use your client’s feedback in your marketing. I am not a lawyer so I can’t tell you what to write, but if you’re looking for a great template, I highly recommend the templates available at Contracts Market (for Canada and US businesses).
Protecting your biz legally is SO important. These are the templates I use in my biz, so they have been tried, tested and loved.
Please note that this is an affiliate link so I may earn a small commission if you purchase through it. Thank you in advance if you choose to sign up via my link (HEART HANDS)
Obviously there is no right or wrong when it comes to crafting your feedback process, but if you build some of these things into your process, you might just find your life becoming a bit easier when it comes to improving your client feedback process.
Hate actually asking for feedback in the first place? Check out this post about getting it all automated instead and a sneaky lil freebie to help you out 👀
