Satisfaction Questionnaires: Examples and Tips for Field Service Management

Satisfaction questionnaires are invaluable tools for field service management. They provide insights into customer experiences, enable service improvements, and foster client satisfaction. In this comprehensive guide, we’ll explore why you should create satisfaction surveys, offer a plethora of sample questions, and discuss when and how to distribute them. We’ll also explore software options for creating questionnaires and key performance indicators to measure customer satisfaction. By the end, you’ll have a clear understanding of how to harness the power of satisfaction surveys to elevate your field service management.

Why Write a Satisfaction Questionnaire?

  1. Detecting Customer Satisfaction Friction: Satisfaction questionnaires are indispensable for identifying areas in your field service operations where customer satisfaction may be compromised. It allows you to pinpoint specific issues and address them effectively.
  2. Demonstrating Commitment to Customer Satisfaction: Sending out satisfaction surveys demonstrates that you value your customers’ feedback and are committed to ensuring their satisfaction. This, in turn, builds trust and loyalty.
  3. Understanding Customer Needs and Expectations: By soliciting feedback, you can gain valuable insights into your customers’ needs and expectations. Armed with this information, you can tailor your services to meet their demands better.
  4. Employee Skill Development: Satisfaction surveys can help in the professional growth of your staff. They provide constructive feedback and highlight areas where employees can improve their performance.
  5. Customer Relationship Enhancement: These surveys serve as more than just satisfaction metrics; they also help build connections with your customers. The act of requesting feedback can strengthen your client relationships.

Examples of Questions to Include in Your Satisfaction Questionnaire

Questions about Customer Service or After-Sales Support:

  • Are you satisfied with our customer service? (Very satisfied / Satisfied / Not very satisfied / Not satisfied)
  • Are we easily reachable? (Yes / No)
  • How would you rate the quality of the answers provided? (0 to 5)
  • Are you content with our responsiveness? (Very good / Good / Average / Unsatisfactory)

Questions about Sales Services:

  • Did our offer seem clear and detailed to you? (Yes / No)
  • Did our team understand your expectations? (Yes / No)
  • Did the time taken to receive the quote seem correct to you? (Yes / No)
  • Did our sales department meet your needs? (Yes / No)

Questions about the Quality of Jobs:

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  • Did the quality of the job meet your expectations? (Yes / No)
  • Is the cleanliness of the site after the job satisfactory? (Yes / No)
  • Were the documents provided by the technicians clear enough? (Yes / No)
  • Were the technicians punctual and adherent to schedules? (Yes / No)
  • Were the technicians respectful of internal rules and staff? (Yes / No)

To Conclude the Survey:

  • Did the job meet your needs? (Yes / No)
  • Would you consider engaging our services again? (Yes / No)
  • Would you recommend our services to others? (Yes / No)

Sending a Satisfaction Survey

What Software Should You Use?

Several software tools are available to create and send satisfaction questionnaires:

  1. Organilog: Organilog offers a powerful solution for sending customized satisfaction questionnaires automatically after each job. It personalizes the survey with customer information, streamlining the process.
  2. Google Forms: Google Forms is a practical option for creating forms, though you’ll need to send them manually to each customer.
  3. TypeForm: TypeForm makes it easy to design modern forms with a user-friendly interface.

Distributing the Questionnaire

You have various methods to send satisfaction surveys:

  • Email
  • Telephone
  • QR Codes
  • SMS
  • Specialized survey software

You can also add the survey link to your email signature to accumulate testimonials over time.

Timing Matters

To maximize the effectiveness of your survey, it’s best to send it shortly after a job. This ensures that your customer’s experience is fresh in their memory, resulting in more accurate responses. Consider sending the survey about 20 minutes after the job.

For ongoing customer satisfaction assessment, send regular surveys, especially after contract renewals or service adjustments.

Software to Automate Surveys

Organilog is an excellent choice for automating satisfaction surveys. It personalizes survey content with customer details, ensuring relevance. This not only streamlines the process but also enhances your field service management. The benefits include increased customer loyalty, performance improvements, and team friction detection.

Key Performance Indicators for Satisfaction Questionnaires

Customer Satisfaction Rate (CSAT)

CSAT, or Customer Satisfaction Score, is a straightforward metric gauging overall customer satisfaction. The survey typically asks, “Are you satisfied with the service in general?” with options like “Very satisfied,” “Satisfied,” “Not satisfied,” or “Not at all satisfied.” Ideally, you want a score around 98%, but lower scores necessitate service improvements.

Net Promoter Score (NPS)

Satisfied customers are inclined to recommend your business, while unsatisfied ones may deter potential clients. The NPS questionnaire asks customers to rate their willingness to recommend your company on a scale of 1 to 10. Scores of 9 to 10 designate brand ambassadors, while 0 to 6 signal potential brand damage. Scores of 7 and 8 are considered neutral.

Customer Effort Score (CES)

CES, or Customer Effort Score, measures the effort customers exert to accomplish tasks, such as seeking help from customer support. It’s beneficial for assessing the customer experience after closing support tickets. A standard 5-point scale includes responses like “Difficult” and “Easy.”

Different Satisfaction Survey Formats

  1. Digital Satisfaction Questionnaires: Modern software allows you to efficiently create and send automated satisfaction surveys, saving you time and effort.
  2. Excel-Based Surveys: While somewhat old-fashioned, Excel-based surveys are viable for printing or emailing to customers, especially for small-scale operations.
  3. Word-Based Surveys: Similar to Excel, Word-based surveys can be sent in a free format but may require manual data entry for each response.

Tips for Crafting an Effective Satisfaction Questionnaire

  • Keep the survey concise, as customers are unlikely to engage with lengthy questionnaires.
  • Formulate clear, straightforward questions to prevent customer confusion.
  • Include open-ended questions to gather testimonials and detailed feedback.
  • Inform customers about improvements made based on their feedback, reinforcing the value of their opinions.

Satisfaction surveys are essential tools for refining field service management and ensuring customer satisfaction. By adopting the tips and using the sample questions provided in this guide, you can create effective surveys that improve your services, strengthen customer relationships, and promote your business’s growth.