Client Survey
SALES determines the cadence for Client Surveys for projects which are still active.
SALES reviews the survey results with the leadership team quarterly
This link can be sent to clients from Hubspot or by email https://forms.gle/q2UacD3r71fw3JrZA
Results - including survey participant name and email are stored in a linked Google Sheet document
Related
Section titled “Related”- Testimonials — collecting client testimonials
- Project Close — project close-out checklist