The other day, I sat down to write a client satisfaction survey. Shortly after I started, I realized I was using Matt Homann’s ideas, anyway, so I might as well ask him how he would do it, and save myself some time.

Matt posted his survey (PDF) the other day. He recommends sending it to clients during the representation, while you can still address your clients’ concerns. Each question is designed to give you input you can convert into action to make your clients happier.

I plan to use a survey similar to Matt’s, and I am going to automate it, using MailChimp, so that my clients get the survey by e-mail a month or two after I start representing them.

Resolve to Ask Current Clients More | the [non]billable hour