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Practice Management > Marketing and Communications > Social Media

Client surveys: Increase loyalty, get feedback

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No one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How can you gain feedback from them about your services?

The simple solution is by sending surveys via email to your client list or posting surveys on your website or social media profiles. You can post a survey to a social media profile and receive immediate feedback at virtually no cost to you. Here are several benefits you can expect from using client surveys:

  • Improve client loyalty: An informative client survey allows a business to gain necessary feedback that can improve their client retention and loyalty.
  • Objective feedback: Impartial clients can provide you with feedback on your services, so you can fine tune your business model and strengthen any areas that need improvement.
  • New ideas: Clients can provide new and innovative ideas through a client survey. You can then use these ideas to launch new services or specials, and as a bonus, clients are impressed to see you put their ideas into action.

Online marketing requires constant maintenance and attention in order to see success. Sending out surveys to your client list is a pivotal part of assessing and reshaping your Internet marketing campaign.

Create a loyal community

When you publish these types of surveys in social media, you encourage clients to submit their ideas for consideration to your brand. A perfect example of this is Starbucks’ “My Starbucks Idea” forum. Starbucks has used this forum to create a solid online presence by encouraging customers to submit their unique ideas that Starbucks will use in future marketing campaigns.

In the same way, you as a business owner can use this community input to your advantage. When you draw clients to you by asking for their feedback and using their ideas, you can retain a loyal base of clients to support your business well into the future.

For more articles on client surveys, read:

Designing surveys as marketing tools

5 ways to gather customer testimonials

How to keep your clients

Bethany Ramos focuses on Internet and social media marketing, and she also co-owns her own e-commerce website,


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