Measuring Customer Satisfaction
Measure and manage your firm's customer satisfaction using NPS with this workflow.
380 downloads
Collecting Testimonials, Referrals, Ratings & Reviews Template
Download your free Collecting Testimonials, Referrals, Ratings & Reviews template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the Karbon best practice process for collecting client testimonials, referrals, ratings and reviews.
It's good to follow up with clients in conjunction with a Net Promoter Score (NPS) survey (customer satisfaction measurement tool) every 6-12 months to collect a testimonial, referral, rating and/ or review.
Learn more about referral strategies and measuring your firm’s client satisfaction using NPS.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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