Are your customers satisfied?
Many businesses assume they deliver great service until negative reviews or declining sales tell a different story.
A well-designed customer satisfaction survey bridges this gap, giving you direct insights into what’s working and needs improvement. However, crafting the right questions takes time, and a poorly structured survey can lead to vague or misleading feedback.
That’s where a customer satisfaction survey template comes in! They streamline the process while ensuring you get clear, actionable responses.
In this article, we’ll explore the best customer service survey templates.
🔎 Did You Know? The world’s first recorded customer complaint dates back to 1750 BC! A dissatisfied buyer, Nanni, wrote a complaint on a clay tablet after receiving low-quality copper ore from a merchant. 📜
10 Free Customer Satisfaction Survey Templates
- What Are Customer Satisfaction Survey Templates?
- What Makes a Good Customer Satisfaction Survey Template?
- 10 Best Customer Satisfaction Survey Templates
- 1. ClickUp Customer Satisfaction Template
- 2. ClickUp Customer Service Management Template
- 3. ClickUp Client Success Template
- 4. ClickUp Client Feedback Form Template
- 5. ClickUp Voice of the Customer Template
- 6. ClickUp Customer Contact Form Template
- 7. ClickUp Customer Needs Analysis Template
- 8. ClickUp Likert Scale Template
- 9. ClickUp Likert Scale Beginner Template
- 10. ClickUp Product Feedback Survey Template
- Make Every Response Count with ClickUp
Summarize this article for me pleaseWhat Are Customer Satisfaction Survey Templates?
A customer service survey template is a pre-designed questionnaire used to measure customer satisfaction with a product, service, or overall experience.
These work as feedback templates, providing a structured way to collect customer feedback. They help you identify strengths, address pain points, conduct user research, and improve customer relationships.
So, instead of creating a survey from scratch, you get carefully crafted questions tailored to different industries and objectives. Some focus on helping you understand customer satisfaction, while others target specific areas like product quality, customer support, customer experience KPIs, or ease of use.
Customer satisfaction surveys are available in several formats, including multiple-choice questions, rating scales (such as Net Promoter Score and Customer Effort Score), and open-ended questions for detailed insights.
➡️ Read More: Best Dashboard Software (Reviews, Features, & Pricing)
Summarize this article for me pleaseWhat Makes a Good Customer Satisfaction Survey Template?
A good customer service survey template does more than collect answers; it helps you measure customer satisfaction and uncover what’s working (or not) in the customer journey.
Here’s what makes a survey template stand out:
- Clear and concise questions: Confusing surveys lead to confusing answers. Ensure the template offers simple, well-worded customer satisfaction survey questions that get better responses
- Balanced question types: Use a template that offers a mix of multiple-choice, Likert scale, and open-ended questions. This helps you gain insights into different aspects of the customer experience, from product features to service quality
- Brevity is key: Nobody likes a never-ending online survey. The best templates make asking for feedback easy by respecting the customer’s time and focusing only on essential questions
- Logical flow: A survey should feel natural. Ensure the customer satisfaction survey template starts broadly, then dive into specifics about things like support, ease of use, or product features
- Actionable insights: Data is only useful if it drives change. A well-structured template turns responses into actionable feedback, helping businesses improve and grow
Summarize this article for me please10 Best Customer Satisfaction Survey Templates
Here are the 10 best customer satisfaction survey templates from ClickUp, the everything app for work that revolutionizes how teams manage projects, documents, and communication—all in one unified platform. By harnessing the power of next-generation AI, ClickUp accelerates workflows and powers you to collect and analyze customer feedback seamlessly:
1. ClickUp Customer Satisfaction Template
Getting honest customer feedback shouldn’t be a struggle, and this ClickUp Customer Satisfaction Survey Template makes it effortless.
The template helps collect customer satisfaction data across different touchpoints in the customer journey. It has various views, like the Respondents View, the Customer Satisfaction Survey Form, and the Knowledge Rating View, and a user-friendly layout, making it easy to assess valuable feedback.
Why you’ll love it:
- Save time with a ready-to-use survey and customize questions to match your business needs
- Gather feedback with custom fields, such as Helpfulness, Clarity, Feedback, and Was the issue resolved
- Use the Respondents List View to group customers based on whether their issues were resolved, and the Knowledge Rating View to get a clear snapshot of feedback quality
Ideal for: Businesses looking to gain insights into their existing customers’ experiences and improve satisfaction levels.
💡 Pro Tip: The Customer Satisfaction Survey Form automatically captures respondent details and feedback. Want to make your form even smarter? Use form view conditional logic to show or hide questions based on previous answers, keeping the survey relevant and engaging!
Here’s a quick rundown on how to use conditional logic in ClickUp:
2. ClickUp Customer Service Management Template
Keeping customers happy involves more than solving problems; it involves delivering a seamless, stress-free experience. The ClickUp Customer Service Management Template helps teams manage support requests, track customer interactions, and ensure no issue slips through the cracks.
It organizes everything from customer feedback to service tasks in one place. Whether handling inquiries, complaints, or follow-ups, it is a customer retention tool and keeps your support game strong!
Why you’ll love it:
- Prepare your customer service request forms beforehand with Form View
- Track support requests and satisfaction ratings in an organized way
- Improve response times by collaborating with various teams and departments to better deal with the issues customers feel
Ideal for: Support teams and businesses looking to enhance customer service experience efficiency.
🧠 Fun Fact: 89% of customers will likely purchase again when they receive a positive service experience!
3. ClickUp Client Success Template
The ClickUp Client Success Template helps your client teams track customer journeys, nurture relationships, and ensure clients get the most out of your product or service.
Instead of arranging data in spreadsheets or scattered notes, the template organizes client interactions, follow-ups, and key milestones using automation, integration, and checklists.
Why you’ll love it:
- Monitor client progress and organize client interactions and follow-ups effortlessly
- Document and share key successes with clients using public or private sharing links
- Open the template in six views, such as the Client Success Playbook, Feedback Form, Renewal, and Engagement
Ideal for: Businesses and teams focused on delivering exceptional client experiences and building long-term relationships.
💡 Pro Tip: In ClickUp, use the Client Success Playbook View to store best practices and the Feedback Form View to gather insights for improvement. Keep renewals in check with the Renewal View, and track customer interactions with the Engagement View to spot growth opportunities before they slip away!
4. ClickUp Client Feedback Form Template
Getting honest feedback shouldn’t feel like a guessing game. The ClickUp Feedback Form Template makes it easy for businesses to collect valuable input without overwhelming customers.
Be it product features, service quality, or overall customer experience, the template helps ask the right survey questions and provides a platform for customers to voice their opinions.
Why you’ll love it:
- Learn which services require improvement and which ones are highly recommended using the Service Rating View
- Analyze your team’s performance with Provider Rating View
- Turn feedback into real improvements by converting feedback into tasks
Ideal for: Businesses looking to gain insights into existing customers’ experiences and improve their products or services
🎁 Bonus: Collect, organize, and streamline data effortlessly with ClickUp Forms. Gather information, track requests, automate workflows, and turn responses into tasks to ensure you don’t stop at feedback collection.
ClickUp Forms let you:
- Automate workflows by turning form responses into actionable tasks instantly ⚙️
- Customize forms to match your brand style, including font, backgrounds, and cover images 🎨
- Add custom fields to collect the exact data you need, from simple text entries to file uploads 🛠️
- Collaborate with your team or clients and track responses in real time 🤝🏻
- Connect to AI and generate summaries of customer sentiments 🤖
Learn how to use ClickUp Forms for intake purposes through this short video:
5. ClickUp Voice of the Customer Template
Listening to customers is the key to building a brand they love! The ClickUp Voice of the Customer Template helps you capture and analyze customer feedback to improve products, services, and the overall customer experience.
Organize your feedback in one place and identify trends to take action. Understand customer preferences and needs more deeply and make informed product improvements.
Why you’ll love it:
- Manage and retain clients by enhancing client project management
- Use various custom attributes, such as Customer Need, VoC Source, and Solution, to visualize feedback
- Use the board view to categorize input according to the VoC source and identify similarities or differences
Ideal for: Businesses looking to measure customer satisfaction and improve experiences.
6. ClickUp Customer Contact Form Template
Keeping communication open and hassle-free makes all the difference in the customer experience. The Customer Contact Form Template by ClickUp is perfect for businesses to collect inquiries, support requests, and general feedback.
Track customer queries, collect data from various sources, and organize contact info to ensure you can easily reach your customers with this template. Prioritize customer requests by adding custom statuses to tasks, such as blocked, complete, in review, and new requests.
Why you’ll love it:
- Improve response times and enhance customer communication
- Regularly check your form for new feedback by setting reminders
- Summarize all contact information with the Contact Summary View
Ideal for: Businesses looking to improve customer communication efficiency.
Hear what Philip Storry, Senior System Administrator at SYZYGY, has to say about ClickUp:
7. ClickUp Customer Needs Analysis Template
Want to gather detailed insights into your customer expectations? Look no further than the ClickUp Customer Needs Analysis Template! It lets you dive deep into customer expectations, pain points, and priorities. Use a systematic approach to analyze feedback, spot trends, and tailor products or services to meet real needs.
Manage customer needs using Custom Fields, such as an Evaluation Form Link, Attachments, Data Link, and Project Description. Whether improving product features, refining support, or optimizing the customer journey, this tool keeps you focused on what matters most.
Why you’ll love it:
- Create projects for each customer’s needs and assign team members directly
- Break down customer expectations with a structured approach
- Identify areas of gaps in products, services, or support through the survey results
Ideal for: Businesses looking to collect insights into existing customers’ needs and create solutions that deliver.
📮 ClickUp Insight: 1 in 4 employees uses four or more tools just to build context at work. A key detail might be buried in an email, expanded in a Slack thread, and documented in a separate tool, forcing teams to waste time hunting for information instead of getting work done.
ClickUp converges your entire workflow into one unified platform. With features like ClickUp Email Project Management, ClickUp Chat, ClickUp Docs, and ClickUp Brain, everything stays connected, synced, and instantly accessible. Say goodbye to “work about work” and reclaim your productive time.
💫 Real Results: Teams are able to reclaim 5+ hours every week using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!
8. ClickUp Likert Scale Template
The ClickUp Likert Scale Template is the perfect way to measure your customers’ or team members’ opinions, satisfaction levels, and overall sentiment.
Using a simple scale, from Strongly Disagree to Strongly Agree, capture nuanced feedback on a subject without confusing respondents.
Why you’ll love it:
- Measure the overall sentiment on a specific topic, product, service, or experience
- Use custom fields, like Action Taken, Escalate, Data Link, Project Description, and more, to collect detailed feedback
- Attach related files or docs in the Attachment section to provide more context
Ideal for: Teams looking to measure customer satisfaction with easy-to-analyze surveys.
9. ClickUp Likert Scale Beginner Template
Ever wonder how satisfied your customers are? The ClickUp Likert Scale Beginner Template helps collect structured feedback using a simple rating system.
Instead of vague answers, customers rank their experiences on a clear scale, making it easier to measure customer satisfaction, track sentiment, and improve the customer journey. To collect meaningful data, use custom attributes, such as how reasonable the workload, contact number, and welcoming the work environment is.
Why you’ll love it:
- Use Likert scale questions for easy, consistent ratings
- Edit the Survey Form to change the form elements, add or remove questions, and make it your own
- Identify trends and patterns in the feedback received
Ideal for: Organizations seeking information on a specific product, service, or experience.
💡 Pro Tip: View the feedback given by different department employees using the By Department View and get a summary of collected feedback using the Survey Summary View!
10. ClickUp Product Feedback Survey Template
If you are looking to collect feedback on your new product, use the ClickUp Product Feedback Survey Template! This template helps you receive feedback on each aspect of your product, including Quality, Price, First-Use Experience, Usability, Customer Service, Purchase Experience, and Usage Experience.
Organize feedback to make it easy to track trends and prioritize improvements. Learn what your customers like and what they don’t like to set the direction for your innovation. Moreover, it collects direct insights on product features, usability, and overall satisfaction.
Why you’ll love it:
- Identify common pain points and areas for improvement
- Track changes in customer sentiment over time
- Get a clear view of customer sentiment using the Overall Satisfaction View
Ideal for: Organizations looking to refine their product features or launch new products
🎁 Bonus:
ClickUp for Customer Service keeps your team organized, responsive, and efficient in one powerful platform. With automation, seamless integrations, and real-time collaboration, you can resolve issues faster and keep customers happy.
Here’s what you can do to deliver exceptional customer service effortlessly with ClickUp:
- Improve collaboration with shared inboxes, internal notes, and task management to ensure nothing falls through the cracks 💯
- Automate ticket assignments, follow-ups, and status updates to reduce response times ✅
- Track performance with custom dashboards to monitor resolution rates, customer satisfaction, and team workload 📊
Summarize this article for me pleaseMake Every Response Count with ClickUp
Choosing the right customer satisfaction survey template makes all the difference when gathering meaningful insights. Whether you’re tracking customer experience, analyzing product feedback, or improving service quality, these templates help streamline the process.
From structured Likert scale questions to detailed customer feedback forms, each template is designed to make data collection simple, efficient, and actionable.
Are you looking for a seamless way to manage customer insights? ClickUp offers powerful features and templates to help you stay organized and make informed decisions.
Sign up for free today to enhance and improve the various aspects of customer service surveys!
Everything you need to stay organized and get work done.
