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Client check-in survey template

Walk into every monthly call knowing what is on the client's mind

Three questions to send a few days before your monthly call: how the work feels this month, what the client wants more of and what they want to discuss. Usertick reads every written answer and flags the ones that need a reply before the call.

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What this client check-in survey tells you

A client check-in survey takes the temperature of a retainer between the big reviews. This template asks three questions in under a minute: a dial from Poorly to Very well for the month, a list of things the client would like more of, and an open question that sets part of the agenda for your next call.

It is written for an email a few days before your monthly call, so the answers can shape the agenda. Usertick can send it to your client contacts on the date you pick, with a button that opens the survey, or you can paste its link into your own monthly update or your shared project channel. It also runs as a conversation, one question at a time.

Each answer to the last question is read as it arrives and filed under a category such as communication, deadlines and delivery or quality of work, with a type and an urgency, and each response gets a customer risk reading. Results shows the share of each face on the dial against the period before, so a client sliding from Well to Unevenly is visible before it turns into a renewal problem.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
Email to the client, a few days before the monthly call
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, and a button in the email opens the survey on its own page. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Mood dial

How is our work together going this month?

Why ask it
A five-step dial gives a quick, honest read on the month without asking the client to grade your agency. Its words, from Poorly to Very well, describe the working relationship the way clients talk about it.
What you learn
The faces from unhappy to happy, each with its share, compared with the period before. Select Poorly or Unevenly to read only what those clients want more of and want to discuss.
Make it yours
Keep the five stops so each month reads against the last, and change only the words if your clients speak differently.
Question 2 of 3 · Multiple choice · Optional

What would you like more of from us?

Why ask it
A list of concrete asks turns a vague feeling into something the account team can act on, and the client can pick several at once.
What you learn
Bars with the share and count for each option, with every typed Other answer listed and stacked shares over time, so a growing call for Data and reporting shows before it becomes a complaint.
Make it yours
Swap the options for services you could add to the retainer, such as Paid social or Conversion work, so each answer points to a next step.
Question 3 of 3 · Text · Optional

Is there anything you'd like to discuss on our next call?

Why ask it
The client sets part of the agenda, and you hear about a sensitive topic before the call instead of in the middle of it.
What you learn
Each answer with its sentiment and theme, filterable by theme. Usertick marks it as a question, a complaint or an idea and flags the urgent ones, so a request to review the contract reaches the account lead first.
Make it yours
Read the answers the day before the call and open the call with the client's topic.

What the answers show

Results turns each question into numbers you can follow week by week.

What would you like more of from us?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Monthly client check-in in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it on the same day each month

    Usertick doesn't repeat sends on its own, so schedule each month's send up to 30 days ahead, or press Send again on last month's send, and turn off Skip people who already received this survey.

  2. 02

    Ask three or four days ahead

    Leave time to read the answers and change the agenda. A send on the morning of the call brings answers after it.

  3. 03

    Read the trend across months

    One Unevenly month after a launch is normal. Two in a row from the same client is a reason for a call with someone senior at your agency.

  4. 04

    Give each answer an owner

    Assign each response to the account lead in the inbox, with a status and notes, so nothing from the check-in waits until the next one.

Churn surveysClient feedback surveysEmail surveysSEO reporting questions

More retention templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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RetentionWeekly statusA one-minute weekly check on how the client feels about the project and what's blocking them. Send it every Friday.
RetentionAccount manager reviewGet clients' view of their main contact: responsiveness, understanding of their business and honesty. Send it twice a year.
RetentionRetainer renewalBefore a retainer renews, learn how the client values it and what they'd change. Send it six weeks before renewal.
RetentionExit intentAsk visitors why they're leaving, and find what stops them from signing up or buying. Show it on exit intent, on your key pages only and to first-time visitors.

Questions from the library

Browse the question library
  1. How clear is the SEO report we send?Stars · SEO reporting
  2. Can you tell from the report what changed this month?Yes / No · SEO reporting
  3. Rate each part of the SEO reportMatrix · SEO reporting
  4. How well does the content we write sound like your brand?Stars · Content production
  5. Rate the content on eachMatrix · Content production
  6. How much work did the first draft need?Multiple choice · Content production

Frequently asked questions

Once a month suits a retainer with a monthly call. For fast projects with weekly calls, a weekly check-in in the same shape fits better.

No. Usertick has no recurring sends or reminders. Schedule each send up to 30 days ahead, or press Send again on the last one, and turn off Skip people who already received this survey so the same clients get it again.

Your day-to-day contact and the person who owns the budget, if they are different people. Their answers often differ, and the inbox shows which contact gave each one.

Call before the monthly call and ask what changed this month. On every plan, a workflow can post urgent answers to Slack or Microsoft Teams, so the account lead sees them the same day.

Yes, on every plan. The chat layout shows one question at a time with a short reply after the dial, which suits a quick monthly check-in.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

Listen better, act faster, and build what truly matters.

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  • 150 responses a month on Free
  • Every channel and AI analysis
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