Step-by-step guide to survey your customers

Step 1:

Set up an email with your client list in the BCC field.

Feel free to use the below email text in your message to your clients.

Subject line: Client Experience Survey — your input required

Dear Sir/Madam,

I hope you are well.

I’m writing to you to ask for a few minutes of your time to complete a short survey about your experience as a valued client.

Our leading industry publication, ifa magazine, is conducting research to better inform the industry about the value of financial advice and the important role financial advisers play in the life of their clients.

The survey is anonymous and responses will only be viewed in aggregate. Further, none of your personal details will be used by any third parties whatsoever.

The results of the survey will be used in an important professional development event aimed at improving the customer experience in financial advice.

You can participate by following this link: [INSERT UNIQUE LINK]

If you have any questions, please do not hesitate to contact me directly.

Regards, 

Step 2:

Send to your clients via email

If you have any questions, please contact us at [email protected].