How to write your Customer Survey Form
We include this 1 page template with IT/Software/Hardware Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

If you need this template on DVD media order from our Amazon shop.

I used Proposal Kit’s Web Freelancer Contract Pack to create a web site maintenance contract for use with my church web site. I looked high and low for a simple web maintenance contract template, online and in print, and this was one of the few I could find. Considering how critical the updating process is to the whole internet experience, I’m surprised there isn’t more attention paid to this aspect of site design/maintenance."
1. Get IT/Software/Hardware Contract Pack or the single template that includes this business contract document.
We include this contract in editable Word format that can be customized using your office software.
2. Download and install after ordering.
Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.
3. Customize the contract template with your information.
You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.
Use cases for this template
BlueHelm Analytics uses post-onboarding feedback to halt churn
The Challenge
Six months into a growth spurt, BlueHelm Analytics saw rising cancellations and vague complaints about training and setup, but the team lacked structured data to measure satisfaction or pinpoint pain points in the customer journey.
The Solution
They deployed the survey form as an online survey modeled on customer satisfaction survey templates, asking if expectations were met, likelihood to recommend (as a net promoter score proxy), and demographics, so they could segment respondents and turn survey responses into actionable insights.
The Implementation
Using the form after activation, they linked it on the website receipt page and product welcome email, kept survey questions short, and added a small request form for callbacks; Proposal Kit's software was then used to create supporting documents-a CX improvement proposal, a research summary, and a rollout plan-drafted with the AI Writer and costed with automated line-item quoting so leadership could see priorities, resources, and timing clearly.
The Outcome
With fast submission rates and clear survey results, BlueHelm addressed onboarding gaps, cut waiting time for support, improved overall satisfaction, and shared a concise report assembled in Proposal Kit that aligned the team and funded fixes, lifting customer loyalty and stabilizing renewals.
Harbor Valley Health turns patient comments into better visits
The Challenge
Harbor Valley Health faced complaints about long waits and unclear billing, yet leadership only had anecdotes and needed data to assess the customer experience across clinics.
The Solution
They adopted the survey as a simple customer feedback survey, collecting valuable feedback on expectations met, willingness to recommend, and key demographics so they could compare locations, hear every voice, and address concerns with confidence.
The Implementation
Staff offered tablets for quick answer capture at discharge and a follow-up link by text for late respondents; afterward, Proposal Kit generated the supporting documents: a quality improvement plan, a stakeholder brief, training tips for front-desk teams, and a budget with automated line-item quoting to justify queue management and signage updates.
The Outcome
Within a quarter, participants reported higher ratings on check-in clarity and perceived fairness of payments, clinics became more responsive, and leadership credited the invaluable insights and organized documentation created with the Proposal Kit for the program's success.
Pine & Loom Home refines holiday merchandising with real feedback
The Challenge
Before the peak season, Pine & Loom Home needed to decide which collections to promote online versus in-store, but lacked fresh data about audience preferences and price sensitivity.
The Solution
They used the survey form as a fast feedback form on product pages, asking if the brand met expectations, whether shoppers would recommend it, and collecting optional demographics to explore differences between first-time buyers and loyal users.
The Implementation
Marketing embedded the online survey link on order confirmation pages and in an email series; Proposal Kit then supported the effort with a market study, a merchandising proposal, and a channel plan drafted by the AI Writer, plus automated line-item quoting for display updates, photography, and influencer tests, all assembled from the template library for consistent branding.
The Outcome
The team identified top-selling textures and price points, shifted inventory with confidence, improved conversion, and published a succinct survey report that gave a shared sense of direction, proof that structured data, clear documents, and the Proposal Kit's power can turn feedback into results.
Abstract
This survey form is a concise customer satisfaction survey designed to gather feedback that helps a business assess overall satisfaction and whether it is meeting customer expectations. It asks if the company met expectations, whether respondents would recommend the company, and invites additional comments. These core survey questions function like a simple customer feedback survey, offering actionable insights into quality, pricing, services, and pain points across the customer journey.
Demographic items-age range, income, marital status, race, education, and employment status-allow organizations to analyze survey responses by audience segments. With careful, applicable practices, these details help a business view responses by location, industry, or person type (such as parents or employees) to understand differences in opinion, satisfaction, and customer loyalty. The open-ended additional comments prompt invites valuable feedback and suggestions that reveal concerns you may not capture with rating scales. Combining previous answers with new input gives teams key data to measure satisfaction and explain trends.
Use this structure as a starting point for customizable survey templates. Many organizations modify the wording to include a net promoter score question, add a rating scale for features, or tailor feedback forms to a website, apps, or an event. For example, link the survey on a receipt page after bookings, or include a short request form so clients can provide feedback about wait times, service quality, or pricing.
Invite participants to sign up to respond online, gather more people from targeted audiences, and collect valuable insights quickly so teams can act in real time. You can leverage this format to research competitors, prepare marketing messages, retain satisfied users, and drive growth by addressing the right questions for your audience.
Practical use cases include post-purchase feedback surveys, service call follow-ups, event evaluations, and internal culture check-ins with employees. Businesses can analyze survey results, decide on improvement ideas, and establish practices that connect feedback to outcomes, saving time and money by focusing on what adds the most value.
Proposal Kit supports this effort with an extensive template library and document assembly tools that make it easy to build tailored survey templates, request forms, and related documents. You can automate line-item quoting in proposals that follow your findings, and use the AI Writer to build supporting documents such as research summaries or marketing briefs. These tools help teams scale, maintain branding, and streamline preparation so you can gather, analyze, and act on valuable feedback efficiently.
Beyond the basics, organizations benefit from deploying customer satisfaction survey templates that standardize metrics across touchpoints while remaining easy to tailor. Deliver the questionnaire as an online survey with a responsive design to improve access and submission rates on any device. Place links on confirmation or payments pages to capture feedback without waiting, and use simple answer choices plus one open text field so every respondent has a voice you can hear. Treat demographics and intent-to-recommend as leading indicators of customer experience and an important topic of long-term success, then address findings with clear follow-up actions and concise status updates so participants feel a sense of progress.
Practical tips for your team include setting a short completion time, sequencing questions from general to specific, and flagging items that require escalation. Explore segments to identify root causes and the power drivers of satisfaction, then prioritize fixes with the highest impact on retention and loyalty. Communicate what you learned and what you will improve in the future to convert valuable feedback into trust and advocacy. Keep distribution simple-email, website, or checkout placement- so integration with existing channels is straightforward and data flows cleanly into your analysis.
Proposal Kit can help you build and manage the documentation around this program: create customer satisfaction survey templates and companion materials, assemble stakeholder summaries, and generate proposals with automated line-item quoting for approved initiatives. Its template library and AI Writer make it easy for teams to tailor language, maintain consistency, and move from feedback to action efficiently.
To deepen the program, design a sampling plan that balances existing clients with prospects, sets quotas for key segments, and schedules a steady cadence (for example, post-transaction and quarterly pulses) to create trend lines. Keep data quality high with short pilots to test clarity, randomize question order to limit bias, and provide anonymity options so people answer candidly. Offer small, ethical incentives and clearly state consent and privacy terms.
Add multilingual and accessibility support to widen participation. Establish operational triggers and thresholds that launch corrective actions when scores drop, and track outcomes against a small set of KPIs tied to retention and cost to serve. Over time, build benchmarks so each wave becomes an invaluable baseline for improvement and accountability.
Proposal Kit can help your team document the entire workflow: assemble survey SOPs, consent language, training guides, stakeholder summaries, and action plans, then generate follow-on proposals with automated line-item quoting. Its templates and AI Writer make producing consistent, executive-ready materials fast and invaluable for moving from findings to funded initiatives.
Writing the Customer Survey Form document - The Narrative
Thank you taking the time to fill out this customer survey. Your comments are important to us! Did Company Name meet your expectations?
If not, why not?
Would you recommend Company Name to others?
If not, why not?
What is your age range? 18-20 21-30 31-40 41-50 51-60 60+. What is your annual household income range? Less than $25,000 $25-$40,000. $40-$60,000 $60-$80,000 $80-$100,000 $100,000 +. What is your marital status? Single Married Divorced Widowed.
What is your race? White, non-Hispanic Hispanic African-American.
Asian/Pacific Islander Native American
What is your level of education? High School 1-2 Years College Bachelor's Degree Master's Degree Doctorate. What is your employment status? Employed full time Employed part time.
Additional comments:

20% Off Discount
Add To Cart This Word Template Only
Add To Cart IT/Software/Hardware Contract Pack
Add To Cart Proposal Kit Professional Bundle

Related Documents
How to Build a Legal Contract with Proposal Kit
This video illustrates how to create a legal contract using the Proposal Pack Wizard software. It also shows how to create a proposal with an invoice and contract at the same time.
Frequently Asked Questions
How do I customize this contract to fit my business needs?
Customizing this contract involves editing the document to include your business details, terms, and conditions. The templates are designed to be flexible, allowing you to insert your company's name, address, and other relevant information. You can modify clauses to reflect your unique business practices and legal requirements.
Is this contract compliant with laws and regulations?
The legal contract templates are written by legal professionals and designed to comply with current laws and regulations at the time of their writing. However, laws can vary by jurisdiction and change over time, so it's recommended to have your contract reviewed by a local attorney to ensure it meets all legal requirements specific to your region and industry. Templates are licensed as self-help information and not as legal advice.
Can I use the same contract for different clients or projects?
You can use the same contract for different clients or projects. The templates are versatile and easily adapted for various scenarios. You will need to update specific details such as client names, project descriptions, and any unique terms for each new agreement to ensure that each contract accurately reflects the particulars of the individual client or project.
What should I do if I encounter a clause or term I don't understand?
If you encounter a clause or term in the contract that you need help understanding, you can refer to guidance notes explaining each section's purpose and use. For more complex or unclear terms, it's advisable to consult with a legal professional who can explain the clause and help you determine if any modifications are necessary to suit your specific needs.
How do I ensure that the contract is legally binding and enforceable?
To ensure that the contract is legally binding and enforceable, follow these steps:
- Complete all relevant sections: Make sure all blanks are filled in with accurate information.
- Include all necessary terms and conditions: Ensure that all essential elements, such as payment terms, deliverables, timelines, and responsibilities, are clearly defined.
- Signatures: Both parties must sign the contract, and it is often recommended that the contract be witnessed or notarized, depending on the legal requirements in your jurisdiction.
- Consult a legal professional: Before finalizing the contract, have it reviewed by an attorney to ensure it complies with applicable laws and protects your interests.

By Ian Lauder

Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the contract template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.