Client-Facing Team Feedback
For sales, account management, and customer success teams. Client satisfaction signals, internal support quality, and skill gaps — the questions that matter when your team's performance is measured by client outcomes.
Template questions (6)
- 1Opinion Scale 1–5How well-equipped do you feel to handle the client conversations and challenges you're facing right now?1 = Not equipped5 = Fully equipped
- 2Opinion Scale 1–5How well does the rest of the organisation support you in delivering for clients?1 = No support5 = Strong support
- 3Opinion Scale 1–5How manageable is your current client load or caseload?1 = Unmanageable5 = Easily managed
- 4Open textWhat's the most common frustration your clients express right now?
- 5Open textWhat's one thing you wish you had — knowledge, a tool, a process, or support — to better serve your clients?
- 6Open textWhat's been working well in your client relationships this month that you'd like to share?Optional
Ready to use this template?
Launch it inside DeskChime — scheduling, reminders, and analysis included.
Related templates
Monthly Culture Pulse
A lightweight monthly check-in that tracks team morale, workload, and engagement before issues become problems. Six questions, under five minutes. Designed to surface warning signals early enough to act on them.
View template →
PerformanceQuarterly Performance Check-in
Goal progress, development priorities, and strengths. Designed for the quarterly conversation between manager and report — paired with the self-assessment template for a full picture from both sides.
View template →
PerformancePeer Collaboration Feedback
Short peer-to-peer feedback on collaboration quality, communication, and working style. Lighter than a full 360 — five questions, under five minutes. Ideal after cross-team projects or as part of a quarterly cycle.
View template →