Do we make your job easier?

Hi 👋 How is this working from your side, from everyday communication to whether we deliver what we promised? We want the critical version, and it goes straight to the team that runs your account at [company name]. Under 2 minutes.

1. How are we doing overall?

2. How would you rate our work together?

Select one answer in each row

  • Poor
  • OK
  • Great

Responsiveness

  • Poor
  • OK
  • Great

Understands our business

  • Poor
  • OK
  • Great

Quality of delivery

  • Poor
  • OK
  • Great

Reliability

  • Poor
  • OK
  • Great

Sorts out problems

  • Poor
  • OK
  • Great

Value for money

  • Poor
  • OK
  • Great

3. How much difference do we make?

Select one answer

  • Critical to us
  • A big difference
  • Some difference
  • Very little
  • None

4. How do we compare with others?

Select one answer

  • Much better
  • Better
  • About the same
  • Worse
  • Much worse

5. Which areas should we focus on improving?

Select up to 2 answers

  • Quality of delivery
  • Communication
  • Delivery speed
  • Pricing
  • Range on offer
  • Support and service

6. How likely are you to renew with us?

  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

Not at all likely

Extremely likely

7. What should we change first?

500

Use template

B2B Account Health Check

Who it's for

Agencies, suppliers and service firms with a handful of accounts that matter. Run it on every client, not only the ones you already worry about.

Who answers

Your client contact, at their desk. Seven questions, and they can be honest because it does not go through their account manager.

Use template

What you'll see

  • Six parts of the work scored side by side, so a low number points somewhere specific
  • How you compare with their other suppliers. No report of yours contains that number.
  • How likely each client is to renew, as a number you can show your own team

How to get good answers

  • Send it from someone above the account manager. Arriving from the person being rated, it gets polite answers.
  • Once a quarter, always on the same schedule. A survey that shows up only when things go wrong reads as panic.
  • Ask more than one person at the client. The daily user and the person who signs the invoice rarely agree.
  • Fix one thing and tell them you did. That is what makes the next round honest.

Survio is a survey software for everyone.

Survey templates make your start quick and smooth. Collect any feedback effortlessly.

What people say about us

Marketing manager, HR specialist and sales director sharing their experience with Survio.

Survey creation is straightforward and simple. Easy to navigate as a survey creator as well as a survey respondent. Quick to make unique surveys tailored to your and your company's purpose.

Linda W. Marketing manager

I've been able to design multiple surveys in just a few minutes. I'm particularly excited about the data collection, analysis, reporting & exporting capabilities, which are critical to my success as an HR.

Liam J. HR specialist

I highly recommend Survio as it is user-friendly and professional. It is definitely worth updating the free account to get more advanced features and make it an integral part of your workflow.

Edward G. Sales director

It’s not just a template. You’ll get the entire survey platform to collect desired data and understand them.

Create your survey now

Enter Survio

Login

Forgot password?

Digicert

Start surveying now!

  • Build a survey Easy-to-use survey editor, 100+ ready-made survey templates
  • Collect responses Mobile friendly, omnichannel collection, identity tracking
  • Analyze results Fast and comprehensive analytics, one-click reports
  • Engage with Survio PRO User management, custom dashboards, integrations, API
  • GDPR
  • SSO
  • ISO 27001:2022

Get in touch with Sales team

Do you have a request for Demo, Custom quote or any other commercial related query? Let us know and our team will get back to you promptly.

This form serves for business related topics to our Sales team.

Survio.com is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:
You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.
By clicking submit below, you consent to allow Survio.com to store and process the personal information submitted above to provide you the content requested.