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Measuring Customer Satisfaction


Download your free Measuring Customer Satisfaction template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Measuring Customer Satisfaction' templateMeasuring Customer SatisfactionPrep NPS survey3 AutomatorsBuild and send Net Promoter Score (NPS) survey to customersCompletedBuild the Net Promoter Score (NPS) surveyCompletedSend out the survey to the firm's customersCompletedRemind non-respondents to "give the gift of feedback"CompletedProcess results5 AutomatorsGet and process your NPS resultsCompletedGet your firm's NPS scoreReady To StartDue Today

This is Karbon's best practice process for measuring and managing your accounting firm's customer satisfaction using the Net Promotor Score (NPS) method.

With the knowledge captured using this workflow, you can make educated strategic decisions and calculated changes that will strengthen your firm and improve the service you provide to your clients.

Learn more about measuring your firm's client satisfaction using NPS.

Download the Template

Download your Measuring Customer Satisfaction template now.

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling