Professional services owners: capture client survey feedback and tags
Professional services owners: capture client survey feedback and tags
Advisers miss confidential survey feedback and testimonials when responses aren't captured, risking follow-up and referrals. It adds survey answers, notes, and tags to profiles so advisers act fast.
Overview
Post-meeting survey feedback often slips through for small professional services firms, leaving advisers unaware of confidential issues and missed testimonials. This workflow routes survey answers, notes, and tags into client profiles and pings advisers — preventing missed follow-ups and surfacing testimonials to protect referrals and client trust.
Notable Features
- Attach survey responses to profiles
- Tag testimonials and confidential notes
- Notify advisers on flagged issues