[WBNL 52–9] Client Survey to determine preferences for communication and social sites

WBNL52_Client Survey

You can collect valuable feedback and gain insights for your business by using an online survey tool. The data you collect can range from ratings on areas of your business (pre-qualification process, marketing the property, communication during the transaction, customer service from your team) to constructive feedback on where and how to improve.

In this week’s WBNL 52 Coach Tip, we are sharing one way to use an online survey tool: Discover what social media sites your clients use and their preferred means of communication.

There are a variety of online survey, poll and feedback choices to integrate into your business.  Here are three to explore, compare and contrast.  Google Forms works with Drive and is free.  The other two sites offer a free as well as a paid version with additional features and benefits.

How to implement this business strategy:

  • Send a survey to your sphere of influence, past clients to learn their preferred method of communication and to find out what social media platforms they use.
  • When you add a new prospect to your database, discover their preferences with a survey.
  • Keep the survey concise and easy to complete.
  • Send your client a heads up email or give them a notification phone call to expect the survey.
  • Survey questions should include options/choices for these areas at a minimum:
    • What is your preferred method of communication for status updates during your transaction?
      • Phone Call
      • Text
      • Email
      • Combination
    • What is your preferred method of notification for our newsletter, client appreciation program?
      • Email
      • Mail
      • Text Notification
    • Which social media site do you use and how often?
      • Facebook
      • LinkedIn
      • Twitter
      • Instagram
      • Snapchat
      • Pinterest
      • YouTube
      • Other

Check out the March 2016 Marketing Kit for more details and ideas for client surveys and polls:

  • We discuss several ways to use surveys
  • An overview of four options to consider
  • We share survey templates and an email/letter to download and use in your follow-up systems

Posted on

February 29, 2016