{"id":21920,"date":"2020-03-12T07:29:51","date_gmt":"2020-03-12T07:29:51","guid":{"rendered":"https:\/\/www.process.st\/templates\/asking-customers-for-feedback\/"},"modified":"2024-02-29T01:33:53","modified_gmt":"2024-02-29T01:33:53","slug":"asking-customers-for-feedback","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/asking-customers-for-feedback\/","title":{"rendered":"Asking Valuable Customers for Feedback Checklist"},"content":{"rendered":"<section id=\"introduction-to-asking-valuable-customers-for-feedback\">\n<h2>Introduction to Asking Valuable Customers for Feedback:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/khlAhDFuNljvk_-YHCtDbQ.png\" alt=\"Introduction to Asking Valuable Customers for Feedback:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/khlAhDFuNljvk_-YHCtDbQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Before we tackle <em>how<\/em> to ask valuable customers for feedback, let\u2019s look at <em>why<\/em> you should be them for feedback.<\/p>\n<p>Approximately <a href=\"https:\/\/spiegel.medill.northwestern.edu\/_pdf\/Spiegel_Online%20Review_eBook_Jun2017_FINAL.pdf\" rel=\"nofollow noopener\" target=\"_blank\">95% of shoppers<\/a> will read feedback before making a purchase, and <a href=\"https:\/\/searchengineland.com\/the-importance-of-an-effective-review-management-workflow-321139\" rel=\"nofollow noopener\" target=\"_blank\">72% of customers<\/a>&nbsp;won\u2019t take action until they\u2019ve read the feedback of a product or service. So, it's safe to say that the more feedback you have, the more significantly it will impact on purchase decisions.&nbsp;<\/p>\n<p>Research shows that negative feedback has the potential to convince a massive&nbsp;<a href=\"https:\/\/www.reviewtrackers.com\/reports\/online-reviews-survey\/\" rel=\"nofollow noopener\" target=\"_blank\">94% of consumers<\/a> to avoid a business. The bad news is, a consumer is <a href=\"https:\/\/www.reviewtrackers.com\/reports\/online-reviews-survey\/\" rel=\"nofollow noopener\" target=\"_blank\">21% more likely<\/a> to leave feedback, under their own initiative, after a <em>negative<\/em> experience than a positive one.&nbsp;So, you need to proactively encourage customers to leave feedback to get those positive reviews coming in.<\/p>\n<p>Approximately&nbsp;<a href=\"https:\/\/www.brightlocal.com\/blog\/top-local-review-site-guidelines\/\" rel=\"nofollow noopener\" target=\"_blank\">48% of consumers<\/a>&nbsp;will only take feedback written within the last 2 weeks into consideration before purchasing a product or service. So, you need to find a way to keep that feedback coming in thick and fast.&nbsp;<\/p>\n<p>So, now we know <em>why<\/em> you need to ask, let's look at <em>how<\/em> you should ask your valuable customers for feedback.<\/p>\n<p>Asking valuable customers for feedback can be done in lots of different ways.&nbsp;These are some of them:<\/p>\n<ul>\n<li>Pop-ups on your website or App<\/li>\n<li>Phone calls<\/li>\n<li>Texts&nbsp;<\/li>\n<li>NPS survey&nbsp;<\/li>\n<li>Forms&nbsp;<\/li>\n<li>Social Media Polls<\/li>\n<li>Email campaigns&nbsp;<\/li>\n<\/ul>\n<p>This template focuses on the process of how to ask for a review for a high touch client via an email campaign.<\/p>\n<p>Your approach to customer service plays a big part in the success of your business. Valuable customers need a lot more than the average customer. They need to feel valued. They expect personal interaction and they demand a lot of attention!&nbsp;<\/p>\n<p>Email campaigns are great, especially for valuable customers, as they're so personal. They\u2019re a way to continue the conversation with the customer. They're a powerful way to make your customers <a href=\"https:\/\/www.kayako.com\/blog\/the-proper-way-to-ask-for-customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">feel closer<\/a> to you and they play an important role in <a href=\"https:\/\/coschedule.com\/blog\/customer-review-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">building loyalty and advocacy<\/a>.<\/p>\n<p>With <a href=\"https:\/\/blog.reviews.io\/timing-is-everything-ask-for-reviews-at-the-right-time\" rel=\"nofollow noopener\" target=\"_blank\">77% of shoppers<\/a> willing to leave a review if asked, the question isn't whether you <em>should<\/em> send your valuable customers post-purchase emails asking for feedback, it's <em>when<\/em> you should send them.<\/p>\n<p>Send the request for feedback too early and your customer may have not entirely experienced the product. Send the email too late and the customer may have lost the initial excitement of their first use.<\/p>\n<p>As no two businesses are the same, the best time to ask for a customer review varies.<\/p>\n<p>Sometimes it makes sense to ask for feedback straight away.&nbsp;With food delivery sites, immediate feedback requests are arguably the <a href=\"https:\/\/blog.reviews.io\/timing-is-everything-ask-for-reviews-at-the-right-time\" rel=\"nofollow noopener\" target=\"_blank\">best option<\/a>. But, in most situations, it makes more sense to wait a while before asking a customer to give you feedback<\/p>\n<p>Exactly how long to wait, <a href=\"https:\/\/www.powerreviews.com\/blog\/complete-guide-post-purchase-emails\/\" rel=\"nofollow noopener\" target=\"_blank\">depends on the product<\/a>, which this template will cover. Essentially though, you should always wait until customers have had a <a href=\"https:\/\/blog.reviews.io\/timing-is-everything-ask-for-reviews-at-the-right-time\" rel=\"nofollow noopener\" target=\"_blank\">good chance to experience<\/a> the service.&nbsp;<\/p>\n<p class=\"style-blockquote\"><strong>\u201cPrompting for a review when users are feeling good about the app makes it a win-win situation\u201d - <\/strong><a href=\"https:\/\/neilpatel.com\/blog\/increase-mobile-app-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Neil Patel&nbsp;<\/strong><\/a><\/p>\n<p>This <a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> template will guide you through the process of asking customers for feedback.<\/p>\n<p>Process Street is <strong>super-powered checklists.<\/strong> It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a <a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">check list template<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists <\/a>for each member of your team. You can check tasks off as you work through them, set deadlines, <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also <a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_self\">connect to thousands of Apps<\/a> through <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-customer-details\">\n<h2>Enter customer details<\/h2>\n<div class=\"text-content\">\n<p>Complete the following fields to provide information about the customer.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customers name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What product has the customer purchased? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How many did they purchase? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> When did they purchase it? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the customers product delivery date? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"email-campaign-conditions\">\n<h2>Email Campaign Conditions:<\/h2>\n<\/section>\n<section id=\"decide-when-to-send-the-email\">\n<h2>Decide when to send the email<\/h2>\n<div class=\"text-content\">\n<p>Using the guide below, choose the optimal time the customer should receive an email asking for feedback.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pxsY6aLU5Vp7kIZ0j2NA9Q.png\" alt=\"Decide when to send the email\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pxsY6aLU5Vp7kIZ0j2NA9Q.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.gorilla360.com.au\/blog\/how-to-master-post-purchase-review-emails\" rel=\"nofollow noopener\" target=\"_blank\">Source<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">The customer has purchased {{form.How_many_did_they_purchase?}} {{form.What_product_has_the_customer_purchased?}}.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> When should the customer receive an email, asking for feedback? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What date are you sending the email? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Use the&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">dynamic due date feature<\/a>&nbsp;to set the date of when to send the email.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-the-email\">\n<h2>Send the email<\/h2>\n<div class=\"text-content\">\n<p>Check the email below is ready to send.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-when-you-expect-to-receive-the-review\">\n<h2>Establish when you expect to receive the review<\/h2>\n<div class=\"text-content\">\n<p>Use the <strong>dynamic due dates<\/strong> feature to set the date you expect to receive a response from the customer by, so you can follow the email up.&nbsp;<\/p>\n<p>When this due date arrives, you will be notified that task 8 needs to be completed.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\">Find out more about dynamic due dates <a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_self\">here<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"follow-up\">\n<h2>Follow Up:<\/h2>\n<\/section>\n<section id=\"confirm-if-youve-received-a-review\">\n<h2>Confirm if you've received a review<\/h2>\n<div class=\"text-content\">\n<p>Answer the below question to confirm if the customer has responded to the feedback email.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Did the customer respond to the email and provide feedback? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-a-thank-you-email\">\n<h2>Send a ''Thank you'' email<\/h2>\n<div class=\"text-content\">\n<p>Send the below email to the customer to thank them for providing a product review.&nbsp;<\/p>\n<p class=\"style-danger\" style=\"text-align: center;\">Adapt the script to include information about how we will use their feedback.&nbsp;<\/p>\n<p class=\"style-info\">Alternatively, follow the ''<a href=\"https:\/\/www.process.st\/templates\/responding-to-negative-reviews-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Responding to negative feedback<\/a>'' or \"<a href=\"https:\/\/www.process.st\/templates\/positive-review-response-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Responding to positive feedback<\/a>\" process to respond.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-a-followup-feedback-request\">\n<h2>Send a follow-up feedback request<\/h2>\n<div class=\"text-content\">\n<p>Send a follow-up email to the customer, asking for feedback. Don't forget to include a link to the product review template.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"invite-customer-for-a-call\">\n<h2>Invite customer for a call<\/h2>\n<div class=\"text-content\">\n<p>Send the below email to the customer to invite them to join you on a call to discuss their experience with the company and to see if there are any other areas for improvement.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\">Sources&nbsp;<\/h3>\n<ul>\n<li><a href=\"https:\/\/spiegel.medill.northwestern.edu\/_pdf\/Spiegel_Online%20Review_eBook_Jun2017_FINAL.pdf\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/spiegel.medill.northwestern.edu\/_pdf\/Spiegel_Online%20Review_eBook_Jun2017_FINAL.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Spiegel Research Centre&nbsp;<\/a>- <a href=\"https:\/\/spiegel.medill.northwestern.edu\/_pdf\/Spiegel_Online%20Review_eBook_Jun2017_FINAL.pdf\" rel=\"nofollow noopener\" target=\"_blank\">How Online Reviews Influence Sales<\/a><\/li>\n<li><a href=\"https:\/\/searchengineland.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Search Engine Land<\/a> - <a href=\"https:\/\/searchengineland.com\/the-importance-of-an-effective-review-management-workflow-321139\" rel=\"nofollow noopener\" target=\"_blank\">The importance of an effective review management workflow<\/a><\/li>\n<li><a href=\"https:\/\/www.reviewtrackers.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Review Trackers<\/a> - <a href=\"https:\/\/www.reviewtrackers.com\/reports\/online-reviews-survey\/\" rel=\"nofollow noopener\" target=\"_blank\">2018 ReviewTrackers Online Reviews Survey<\/a><\/li>\n<li><a href=\"https:\/\/www.brightlocal.com\/\" rel=\"nofollow noopener\" target=\"_blank\">BrightLocal<\/a> - <a href=\"https:\/\/www.brightlocal.com\/blog\/top-local-review-site-guidelines\/\" rel=\"nofollow noopener\" target=\"_blank\">Guidelines for the Top Local Review Sites: Rules from Google, Facebook, Yelp, and More Explained<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.kayako.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Kayako<\/a> - <a href=\"https:\/\/www.kayako.com\/blog\/the-proper-way-to-ask-for-customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">The Proper Way to Ask for Customer Feedback<\/a><\/li>\n<li><a href=\"https:\/\/coschedule.com\/\" rel=\"nofollow noopener\" target=\"_blank\">CoSchedule<\/a>&nbsp;- <a href=\"https:\/\/coschedule.com\/blog\/customer-review-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">20 Examples of How to Ask for a Customer Review <\/a><\/li>\n<li><a href=\"https:\/\/blog.reviews.io\/\" rel=\"nofollow noopener\" target=\"_blank\">Reviews.io<\/a> - <a href=\"https:\/\/blog.reviews.io\/timing-is-everything-ask-for-reviews-at-the-right-time\" rel=\"nofollow noopener\" target=\"_blank\">Timing Is Everything: Ask For Reviews At The Right Time<\/a><\/li>\n<li><a href=\"https:\/\/www.powerreviews.com\" rel=\"nofollow noopener\" target=\"_blank\">Power Reviews<\/a> - <a href=\"https:\/\/www.powerreviews.com\/blog\/complete-guide-post-purchase-emails\/\" rel=\"nofollow noopener\" target=\"_blank\">The Complete Guide to Post Purchase Emails<\/a><\/li>\n<li><a href=\"https:\/\/neilpatel.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Neil Patel<\/a> -<a href=\"https:\/\/neilpatel.com\/blog\/increase-mobile-app-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\"> 5 Clever Ways to Increase Mobile App Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.techrepublic.com\" rel=\"nofollow noopener\" target=\"_blank\">TechRepublic<\/a> - <a href=\"https:\/\/www.techrepublic.com\/article\/7-best-practices-for-managing-online-reviews-of-your-business\/\" rel=\"nofollow noopener\" target=\"_blank\">7 best practices for managing online reviews of your business<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\">Related Checklists<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Feedback<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Support Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-profiling\" rel=\"nofollow noopener\" target=\"_self\">Customer Profiling<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Customer Support Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/it-service-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service Call Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback-survey-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Survey Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">General Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Asking Valuable Customers for Feedback: Before we tackle how to ask valuable customers for feedback, let\u2019s look at why you should be them for feedback. Approximately 95% of shoppers will read feedback before making a purchase, and 72% of customers&nbsp;won\u2019t take action until they\u2019ve read the feedback of a product or service. 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