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Customer Satisfaction Survey - Phone

A structured process for conducting post-sales customer satisfaction surveys via phone.

Workflow template includes the following steps

Step 1 — Contact Customer

Reach out to the customer via phone to initiate the survey process.

Due Date

Output Field Conditions

Step 2 — Conduct Survey

Ask the customer a series of questions to gather feedback on their experience with the product/service.

Output Field

Step 3 — Record Feedback

Record the customer's feedback for analysis and future reference.

Due Date

Output Field Conditions

Step 4 — Analyze Feedback

Analyze the feedback to identify trends and areas for improvement.

+3

Conditions

Step 5 — Implement Improvements

Implement any necessary changes based on the feedback received.

Output Field

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Customer Satisfaction Survey - Phone

The Customer Satisfaction Survey - Phone process is designed to ensure that your organization maintains a consistent and effective approach to gathering feedback from customers after the sales process. By employing this process, you can ensure that your team has a clear roadmap for conducting these important surveys, which can ultimately lead to improved customer satisfaction and loyalty.

This process offers numerous benefits. It provides a structured approach to gathering customer feedback, which can help to ensure that all relevant information is captured. This can lead to more accurate analysis and more effective decision-making. Furthermore, by standardizing the way these surveys are conducted, you can ensure that all customers receive the same level of service, regardless of who is conducting the survey.

Additionally, this process can help to identify areas where your organization can improve. By regularly gathering and analyzing customer feedback, you can identify trends and patterns that may indicate areas where your product or service could be improved. This can lead to better products and services, and ultimately, happier customers.

Lastly, this process can also help to build stronger relationships with your customers. By regularly reaching out to customers to gather their feedback, you show that you value their opinions and are committed to improving their experience. This can lead to increased customer loyalty and repeat business.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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