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Weekly client pulse template

Catch a worried client while it is still a small fix

Three questions for the end of each week: how the client feels about the project, what is blocking them on their side and what they need from your team. Usertick reads every written answer and flags the urgent ones.

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What this weekly client pulse tells you

A weekly client pulse survey gives you a short, regular read on how a project feels from the client's side. This template asks three questions in under a minute: a dial from Worried to Excited, what is blocking them on their side, and what they need from your team.

It is written for an email at the end of each week, often on Friday, when the client looks back on the week. Usertick doesn't repeat a send on its own, so schedule each week's send or press Send again on last week's. The link also fits at the bottom of your own weekly status email or in the project channel, and the survey runs as a conversation too.

Each written answer is read as it arrives and filed under a category such as deadlines and delivery or communication, with a type and an urgency, and each response gets a customer risk reading. Results shows the share of each face against the period before and the share of each blocker, so a run of Waiting on approvals is plain to see.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
Email to the client at the end of each week
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 do you feel about the project this week?

Why ask it
A feeling is quicker to give than a score, and the words from Worried to Excited match how clients talk about a project in its middle weeks.
What you learn
The faces from unhappy to happy, each with its share, compared with the period before. Select Worried or Unsure to read only those clients' blockers and requests.
Make it yours
Read every Worried answer the same day, and call before the weekend when you can.
Question 2 of 3 · Multiple choice · Optional

Is anything blocking you on your side?

Why ask it
Many agency delays start on the client side, with approvals or content that hasn't arrived. Naming them each week makes the cause visible without blame, and the client can pick several.
What you learn
Bars with the share and count for each blocker, with the typed Other answers listed and stacked shares over time, so you can show a client that approvals have held the project for three weeks.
Make it yours
Keep Nothing as an option so a clear week is a quick answer, and add your project's usual blockers, such as Legal review or Product samples.
Question 3 of 3 · Text · Optional

What do you need from us this week?

Why ask it
An open request each week gives the client a set place to ask, so small asks reach you before they turn into complaints.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as a question, an idea or a complaint, and flags the urgent ones.
Make it yours
Assign each request an owner in the inbox on Monday morning, and close it with a status when it is done.

What the answers show

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

Is anything blocking you on your side?

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 Weekly status 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 at the same time each week

    Pick a time, such as Friday afternoon, and schedule each week's send. Usertick has no recurring sends, so set up next week's send when you read this week's answers.

  2. 02

    Turn off the skip for repeat sends

    Skip people who already received this survey is on by default. Turn it off for each weekly send, so the same client gets it again.

  3. 03

    Show the blockers on the next call

    Share the blocker chart in your weekly call. Three weeks of Waiting on content in one chart makes the case without an argument.

  4. 04

    Keep it to one minute

    Resist adding questions. A weekly survey works because it is short, so put deeper questions in a monthly or milestone survey.

Churn surveysClient feedback surveysEmail surveysClient onboarding questions

More retention templates and questions

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

Templates

Browse all templates
RetentionMonthly client check-inA quick monthly read on how the relationship feels and what the client needs more of. Send it a few days before your monthly call.
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 easy was it to get started with us?Customer effort · Client onboarding
  2. Rate each part of getting startedMatrix · Client onboarding
  3. Do you know who does what on our side?Yes / No · Client onboarding
  4. After the kickoff, how clear is each?Matrix · Kickoff and scoping
  5. How confident are you going into this project?Big scale · Kickoff and scoping
  6. Did we ask the right questions?Yes / No · Kickoff and scoping

Frequently asked questions

No. Usertick has no recurring sends or reminders. Schedule each send up to 30 days ahead, or press Send again on last week's send, with Skip people who already received this survey turned off.

Three questions take under a minute, and the last two are optional. Stop the sends for a client who stops answering, and ask on the weekly call instead.

Call before the weekend, ask what changed and agree on one step for Monday. On every plan, a workflow can post urgent answers to Slack or Microsoft Teams so the account lead sees them right away.

Yes. Paste the survey's link at the end of your status email. Usertick can also send it for you: 50 emails a month on Free, 500 on Starter, 2,500 on Pro and 10,000 on Business, or connect your own sender.

Each answer counts toward your plan's monthly responses: 150 on Free, 1,000 on Starter, 5,000 on Pro and 25,000 on Business. A weekly send to twenty client contacts uses at most about eighty responses a month.

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.

Start free, see what your customers mean, and get each answer to the person who can act on it.

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