Client Feedback Collection Checklist
Boost your Real Estate business with valuable client insights! Download our free Client Feedback Collection Checklist - ensuring you capture essential feedback, improve service, and build lasting client relationships. Get actionable strategies for surveys, reviews, and more.
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Pre-Engagement & Communication
Ensuring clients understand the feedback process and its purpose from the beginning.
Client Communication Method Preference
Explanation of Feedback Process
Purpose of Feedback Explained?
Document explaining the purpose of feedback and how it will be used.
Client Acknowledgment of Feedback Request
Timing & Channels
Defining when and how feedback will be collected to maximize participation and accuracy.
Post-Closing Feedback Window Start Date
Days After Closing to Send First Feedback Request
Days Between Reminder Feedback Requests (Max)
Primary Feedback Delivery Channel
Secondary Feedback Collection Channels (Optional)
Last Date for Feedback Collection
Preferred Time for Phone Calls (if applicable)
Feedback Collection Methods
Specifying the tools and formats used to gather client feedback (surveys, calls, etc.).
Preferred Method of Feedback?
Overall Satisfaction (1-10, 10 being highest)
What did you enjoy most about working with us?
What could we have done better?
Which services did you use?
How would you rate our communication?
Any specific agent feedback (if applicable)?
Feedback Analysis & Review
Outlining the process for reviewing and interpreting the collected feedback.
Overall Satisfaction Score (1-10)
What were the best aspects of your experience?
What areas could we have improved?
Which of the following best describes your communication preferences?
How responsive were we to your inquiries?
Please provide any additional comments or suggestions.
Action & Follow-Up
Detailing how feedback will be used to improve services and address client concerns.
Was the client's primary concern addressed?
Describe the actions taken to address the client's feedback. (Be specific)
Date action was completed
Estimated time spent on corrective action (in hours)
Client notified of corrective action?
Brief summary of client response to the corrective action (if applicable)
Which internal departments were involved in the action?
Notes on preventing similar feedback in the future. (Lessons Learned)
Legal & Ethical Considerations
Addressing privacy, consent, and responsible data handling.
Client Consent Form Used?
Briefly describe the client consent process.
Data Privacy Policy Explained?
How was the data privacy policy explained to the client?
Client Data Anonymized/Pseudonymized?
Data Retention Period (in years)
Feedback Data Shared with Third Parties?
If Yes, specify which third parties and for what purpose.
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