Positive customer feedback is a powerful tool for influencing potential customers. But, critical feedback also gives you insights to improve your products and services.
In fact, according to Adweek, 85% of people find User-Generated Content (UGC) more persuasive than brand-created content.
That’s why most brands engage in conversations with customers at various touch points—from email marketing and demo reviews in the prospecting stage to Net Promoter Score (NPS) surveys and post-purchase feedback collection. Some brands even create an advisory committee comprising their most loyal customers to create feedback loops during product development.
In this blog post, we’ll explore what makes a good customer review template and the different touchpoints at which you can get customer reviews. We’ll also provide 10 ready-to-use templates to facilitate your feedback collection process and transform raw negative and positive reviews into actionable insights.
10 Free Customer Review Templates
- What Are Customer Review Templates?
- What Makes a Good Customer Review Template?
- 10 Free Customer Review Templates
- 1. ClickUp Customer Review Template
- 2. ClickUp Product Feedback Survey Template
- 3. ClickUp Customer Journey Map Template
- 4. ClickUp Customer Contact Form Template
- 5. ClickUp Customer Service Management Template
- 6. ClickUp Customer Satisfaction Survey Template
- 7. ClickUp Customer Needs Analysis Template
- 8. ClickUp Customer Problem Statement Template
- 9. ClickUp Customer Success Plan Template
- 10. ClickUp Customer Support Template
- Understand Customer Sentiments Better with ClickUp
Summarize this article for me pleaseWhat Are Customer Review Templates?
Customer review template(s) offer a pre-designed structure or format used to collect customer feedback about a product, service, or experience. They typically include a set of questions, rating scales, or open-ended prompts to guide customers in sharing their thoughts.
By standardizing the process, you can ask all customers the same set of questions, making it easy for them to leave reviews. It also helps you scale your customer review process and compare feedback from different customers.
Some popular kinds of customer review templates include:
- Product development templates: To gather feedback to improve existing products or develop new ones
- Customer journey mapping templates: To understand a customer’s experience from start to finish
- Net Promoter Score (NPS) templates: To measure customer loyalty by asking them how likely they are to recommend your product to others
- Customer Satisfaction (CSAT) templates: To gauge how happy customers are with a company’s overall experience
- Feedback surveys: To get general feedback on various aspects of your business, identify areas for improvement
By collecting customer reviews at different stages, you can spot emerging trends or recurring issues. Using specific templates for each feedback type simplifies this process, making it efficient and hassle-free.
Summarize this article for me pleaseWhat Makes a Good Customer Review Template?
A good customer review template should be clear, include targeted questions, and be easy to complete—so customers are engaged from beginning to end and don’t drop off. Here are our personal recommendations on what you should look for:
- Clarity and conciseness: The template should include on-point questions that directly impact customer satisfaction and experience so as not to overwhelm customers
- Logical flow: Look for a template that creates a smooth customer journey through the survey, avoiding abrupt topic changes
- Balanced question types: The template should provide multiple question types like rating scales, multiple-choice, and open-ended questions—so you can get both quantitative and qualitative data
- Visual appeal: Opt for a clean and professional design that is easy on the eyes. Bonus points if you can brand the template with your logo and colors
- Mobile optimization: With everyone using their smartphones and tablets to stay connected and work on the go, it’s essential to keep your customer review templates mobile-ready for easy access
- Intro and outro: For customer review survey templates, pick one that has an introduction page (to explain the purpose of your survey) and a concluding page where you can thank respondents and provide next steps
- Data organization: A good customer review template also gives you a way to analyze the data so you can extract insights and identify trends in behavior
These are some common pointers that we hope will help you pick a well-rounded template. But, depending on the type of customer review template, you might have to consider some additional factors.
For example, while NPS and CSAT surveys can be quick, with them being close-ended, the product development survey works better with open-ended questions and qualitative feedback.
Summarize this article for me please10 Free Customer Review Templates
In this section, we’ll explore 10 free customer review templates from the ClickUp library, along with when to use each template and how it can simplify your customer feedback process.
The default template also includes some custom fields, such as ‘Customer Tier,’ ‘Type of Service Purchased,’ and ‘Reason for Score,’ which can be used to collect more granular customer feedback.
1. ClickUp Customer Review Template
The ClickUp Customer Review Form Template is versatile and suitable for various use cases. It can be modified to suit any type of feedback survey, whether you want to understand customers, identify trends in purchase behavior, or measure customer satisfaction via online reviews.
Built over ClickUp Forms, this template lets you gather detailed open-ended responses and quick, quantifiable data through closed-ended questions. Plus, its built-in reporting feature provides a clear overview of all feedback in one place, so you can quickly identify trends in customer behavior.
The template has three parts:
- The feedback form which you can send to customers to gather feedback
- A list view, where you can organize the valuable feedback collected from customers and filter responses to find patterns
- A board view, where you can group responses using tags to categorize and visualize feedback
The default template also includes some custom fields, such as ‘Customer Tier,’ ‘Type of Service Purchased,’ and ‘Reason for Score,’ which can be used to collect more granular customer feedback.
2. ClickUp Product Feedback Survey Template
According to the Salesforce Connected Customer Report, 73% of business buyers expect companies to anticipate their needs.
And what better way to find out what customers need than by asking them? Periodic product feedback surveys can help you discover what customers truly want in your product.
Here’s where the ClickUp Product Feedback Survey Template comes in. It can help you understand customer needs, identify product flaws, and prioritize features customers love so you can boost revenue and outpace your customers.
The template comes with a simple rating-based survey you can review immediately. It asks customers to rate different aspects of your product:
- How long have they used the product?
- What does the purchase experience look like?
- What do they think about the overall user experience?
- Does the price work for them?
All questions are close-ended, and customers can finish the survey in a couple of minutes—making it an excellent way for you to do a quick pulse check before sending a more detailed survey. Plus, you can use the list and board views to split up your customers based on how they rated you and send them targeted follow-ups.
3. ClickUp Customer Journey Map Template
The ClickUp Customer Journey Map Template enables you to analyze how your customers interact with your brand (and product) throughout the customer lifecycle journey. This includes external touchpoints (social media, ads, and emails) and internal touchpoints (demos, onboarding, and support).
This template helps you measure and analyze:
- Awareness: This is where a potential customer becomes aware of your brand. Touchpoints can include social posts, blogs, and ads
- Consideration: At this stage, the customer actively considers purchasing a product. Possible touchpoints are product demos, emails, and trial sign-ups
- Conversion: They’re officially your customer and enter the onboarding process. They also start interacting with your support team
You can add a list of touchpoints for each of these stages, along with information like:
- What action brings prospective customers to the touchpoint
- What brand asset (website, email, product) they’re interacting with
- What they feel during the interaction
- Who from your team is responsible for owning the experience
- How it benefits the customer and how you can make it better
As the template is built over ClickUp Whiteboards, you can get creative and add images of the CTAs, add notes, or even embed YouTube videos to add more context on how a particular touchpoint influences a customer’s purchase behavior.
4. ClickUp Customer Contact Form Template
How quickly you respond to customers post-purchase significantly impacts your brand reputation. Prompt replies demonstrate customer-centricity, while delayed or missed interactions can damage trust and lead to customer churn.
At the same time, as your business grows, managing a flood of inquiries can become overwhelming. A tracking system such as the ClickUp Customer Contact Form Template can help.
With this template, you can:
- Create a contact form that customers can use to send inquiries
- Customize the form with your logo and visuals so it’s on-brand
- Create a task for each form submission so you can track its status
- You can also use Email in ClickUp to respond to customers immediately
- Finally, analyze the data gathered from customers using the ClickUp Dashboard to find trends and commonalities
Two other ClickUp features that can help are the ClickUp Calendar View, which you can use to set reminders so you can check the form submission periodically. You can also automate task assignments and feedback requests with ClickUp Automations, ensuring no inquiry falls through the cracks.
5. ClickUp Customer Service Management Template
Customer support is often the most frequent touchpoint for customers. From product inquiries to troubleshooting problems, customers often turn to support for help. This means effective customer support can turn a frustrated customer into a happy customer who advocates for your brand.
The ClickUp Customer Service Management Template is a help desk proxy that allows you to manage customer tickets from beginning to end. It comes with custom fields like:
- Statuses (open, pending, needs clarification, in-progress, closed) to help you track the progress of a ticket
- Ticket category (feedback, compliant, cancellation, bug, billing) so you can categorize tickets
- Customer sentiment rating so they can rate your service quality
- Customer contact details
Every time a customer ticket comes in, you can assign it to one of your agents, set a priority level, and even ask your agents to track how long it took them to solve the issue (so you can measure their productivity).
Not just that, you can use the comments view to discuss the solution internally or add a ‘waiting on’ status if the ticket can be closed only if something else is done (like after a bug is fixed).
Basically, this template centralizes customer service operations such as tracking ticket progress, measuring agent performance, and analyzing customer satisfaction rates.
6. ClickUp Customer Satisfaction Survey Template
A Customer Satisfaction (CSAT) survey gives you an idea of how happy customers are with your company—the product, the brand, the customer support, and more. By regularly conducting CSAT surveys and making updates based on the feedback gathered, you can ensure a better customer experience.
The ClickUp Customer Satisfaction Survey Template combines both close-ended questions (like rating scales) and open-ended questions (like text boxes), so you get both qualitative and quantitative feedback from customers.
One key element in the template is the ‘Knowledge Rating’ view, a Kanban board that categorizes customers based on their rating of each support agent’s response. You can also create similar views for other questions to get an overarching picture of how satisfied customers are with each aspect of your product.
This template offers a 360-degree view of customer satisfaction. It lets you see how customers feel about your brand and examine individual agent performance.
7. ClickUp Customer Needs Analysis Template
The ClickUp Needs Analysis Template covers everything from understanding customer needs to implementing improvements and measuring their impact. It simplifies feedback collection, analysis, and implementation, ensuring customer needs are at the forefront of your decision-making and product development processes.
This template is your progress tracker, measuring how you complete your customer needs analysis research. As such, it comes with 13 subtasks for each project stage.
To manage different aspects of the project and communicate with your team, you can assign a DRI for each subtask, create a page in ClickUp Docs to document your research, or upload video recordings using ClickUp Clips (the built-in video and screen-recording tool).
A particularly useful feature is ClickUp Goals, which allows you to set measurable targets for the project to ensure you stay on track, especially if you have a pressing deadline.
8. ClickUp Customer Problem Statement Template
Most product and marketing teams use the customer problem statement to put themselves in their customers’ shoes. It focuses on the challenges, frustrations, or unmet needs experienced by customers without proposing solutions.
By deeply understanding these problems, businesses can develop products, services, or marketing strategies that effectively address customer needs and drive satisfaction.
The ClickUp Customer Problem Statement Template gives you a structured and standardized framework for this exercise. This means all team members follow the same approach when defining customer problems, leading to comparable problem statements.
Built over ClickUp Docs, this template allows you to create a series of nested pages—one for each problem statement—along with a main page to document the processes and workflows you use to understand customer problems.
Each problem statement page comes with five sections, where you:
- Introduce the customer and their attributes
- List the thing they wanted to achieve
- Elaborate the problems or barriers that got in their way
- Identify the reason the problems or barriers exist
- Describe how the customer faces when experiencing the problem
This gives you a logical flow to explain each problem concisely without getting lost in the weeds.
9. ClickUp Customer Success Plan Template
Customer success teams are the frontline champions for customer retention. By building strong relationships and ensuring customers achieve their desired outcomes, they improve customer satisfaction and, in some cases, even your online reputation and the average customer lifetime value.
The ClickUp Customer Success Plan Template is part customer database and part strategy document, giving your team a central hub to store customer information, track interactions, and develop targeted strategies.
It involves three main elements:
- A Handover Form that the sales team can use to inform the customer success team about new customers
- The Account Stage group view categorizes customers based on their post-purchase stage—onboarding, retention, on-hold, and inactive
- The Customers by Health view, where you can see which customers are happy (green), neutral (amber), and frustrated (red)—and plan your follow-up interactions
In addition, you can create ClickUp Docs (to document your customer management strategies) or custom views (to segment customers based on different criteria).
10. ClickUp Customer Support Template
The ClickUp Customer Support Template is designed to simplify your customer service team’s workflows. It aims to help businesses organize their customer service teams and track customer service requests.
For this, it uses a two-tier system:
- Tier 1 will handle incoming support requests
- Tier 2 will receive escalations from Tier 1
With dedicated teams for initial inquiries and advanced troubleshooting, customers receive faster responses and more specialized support when needed.
By doing this, you can also optimize your resources—new team members or junior support agents can answer Tier 1 tickets, while senior support agents or technical support agents can take up Tier 2 tickets (and guide Tier 1 agents).
Other helpful features include:
- Two ClickUp Chat Views—one for Tier 1 and the other for Tier 2—so agents can have internal conversations and brainstorm solutions
- Automations that automatically change the due date for a ticket based on the priority level (high-priority tickets have a shorter due date)
- A Team View is essentially a daily standup to gauge the workload of each support member
In short, this template covers all your customer service workflows and processes—making it the perfect tool for teams just starting to automate their customer service operations.
Summarize this article for me pleaseUnderstand Customer Sentiments Better with ClickUp
As cliche as it may sound, happy customers make for a profitable business. By deeply understanding and addressing customer needs, you can build loyalty, drive growth, and gain a competitive edge.
ClickUp’s all-in-one workspace management platform (along with its extensive template library) can help you facilitate customer reviews, analyze feedback, and make adjustments based on the data gathered—so you can create products that your customers love and value.
But the best part? It’s free. Sign up to ClickUp today and get started immediately.
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