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Voice of the customer

B2B client satisfaction survey template

Account-level feedback for agencies, consultancies and B2B vendors: responsiveness, expertise, value and renewal intent.

6 questions · about 4 minutes to complete · free on every plan

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Free account required. The template is copied into your workspace; edit anything before publishing.

When to use it
Quarterly or at the end of each project phase.
Who it is for
Decision-makers and day-to-day contacts at client organisations.

How to use this template

  1. Run it to a representative sample once or twice a year, not to everyone every month.
  2. Include a priority question so you know which driver to fix first.
  3. Share what you learned and one change you made. People answer the next survey when the last one visibly mattered.

Questions in the b2b client satisfaction template

  1. 1. What is your role in the relationship with us?

    single choice · Decision-maker, Day-to-day contact, Occasional user, Finance or procurement

  2. 2. Please rate your agreement:

    matrix · The team responds quickly, They understand our business, They deliver what they promise, We get good value for the fee, Problems are handled well

  3. 3. Overall, how would you rate the relationship?

    rating

  4. 4. How likely are you to renew or extend the engagement?

    single choice · Very likely, Likely, Not sure, Unlikely, Very unlikely

  5. 5. What should we start, stop or continue doing?

    open text

  6. 6. May we contact you about your answers?

    single choice · Yes, No

What the results look like

IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.

1.What is your role in the relationship with us?

120 answered
Answer distribution
AnswerCountPercent
Decision-maker1513%
Day-to-day contact4437%
Occasional user3227%
Finance or procurement2924%

2.Please rate your agreement:

120 answered
StatementStrongly disagreeDisagreeNeutralAgreeStrongly agreen
The team responds quickly13%11%18%29%29%120
They understand our business10%10%24%27%29%120
They deliver what they promise8%5%23%33%32%120
We get good value for the fee7%12%28%21%33%120
Problems are handled well12%12%20%24%33%120

3.Overall, how would you rate the relationship?

120 answered
Average 6.5
Answer distribution
AnswerCountPercent
143%
276%
387%
476%
52118%
61815%
776%
8119%
91613%
102118%

4.How likely are you to renew or extend the engagement?

120 answered
Answer distribution
AnswerCountPercent
Very likely1815%
Likely3025%
Not sure43%
Unlikely3428%
Very unlikely3428%

How to read these questions

  • single choice: Read the share choosing each option, then cross-tab by a segment question to see who differs.
  • matrix: Compare rows on the same column (for example, % agree) to find the weakest statement, then look at who rates it lowest.
  • rating: Report the mean and the top-two-box share (the two highest points). Top-two-box is easier to explain and less sensitive to a few extreme answers.

Frequently asked questions

How is a voice-of-the-customer survey different from CSAT?

CSAT measures one transaction; a VoC survey measures the overall relationship, usually with questions on product, service, value and loyalty, and is run periodically rather than after each interaction.

How long does the b2b client satisfaction survey take to complete?

About 4 minutes: 6 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.

Is this template free to use?

Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.

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