Customer Satisfaction Survey - Retirement Planning
A customer satisfaction survey form to gather feedback on retirement planning services.
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About Customer Satisfaction Survey - Retirement Planning Template
The Customer Satisfaction Survey - Retirement Planning template is designed to gather feedback from customers who have used retirement planning services. This survey aims to measure customer satisfaction levels, identify areas for improvement, and determine the likelihood of customers recommending the services to others.
Customer Satisfaction Survey - Retirement Planning Questions
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On a scale of 0 to 10, how satisfied are you with our retirement planning services? This question helps gauge overall customer satisfaction and provides a numerical rating for analysis.
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What specific aspects of our retirement planning services do you like the most? This open-ended question allows customers to provide feedback on the positive aspects of the services.
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What specific aspects of our retirement planning services do you think need improvement? This open-ended question allows customers to highlight areas that require improvement.
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How likely are you to recommend our retirement planning services to others? This question uses the Net Promoter Score (NPS) scale to measure customer loyalty and likelihood of referral.
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Have you used any other retirement planning services in the past? This question helps gather information on customers’ past experiences with retirement planning services.
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If yes, please specify the name of the retirement planning service provider. This text field allows customers to specify the name of the previous retirement planning service provider.
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How does our retirement planning services compare to the previous provider? This open-ended question allows customers to provide a comparison between the current services and the previous provider.
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Would you be interested in receiving more information about our retirement planning services? This question helps identify potential leads for further engagement and marketing.
Feel free to customize the questions to suit your specific needs and add any additional questions that are relevant to your retirement planning services.