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Corporate partner survey template

Walk into the renewal meeting knowing where the partnership stands

Three questions for corporate partners before renewal: how employee engagement, brand visibility, impact reporting and working together rate, how likely they are to renew and what would add value. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this corporate partner survey tells you

A corporate partner survey asks the companies that fund you how the partnership is working for them, before anyone talks about next year. This template takes about a minute: a grid for four parts of the partnership, how likely the company is to renew and one open question on what would make it more valuable.

It is written for the weeks before a renewal meeting, sent by Usertick to your contacts at each partner company, such as the community relations lead and the person who runs employee volunteering. The same survey runs as a link you add to your own email or to the partnership report you send them.

Every written answer is read as it arrives and filed under a category from your list, such as communication or impact and updates, with a type, a sentiment and a customer risk reading. Results shows a heat map of the four parts of the partnership with row averages and the share of each renewal answer, against the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
Before the renewal meeting, by email to your partner contacts
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 · Matrix · Optional

How would you rate the partnership on the following?

Why ask it
A corporate partnership has several goals at once, and the grid shows which ones are landing: staff taking part, the brand being seen, reports the company can use internally and how easy you are to work with. Each row matches a reason companies give, so a weak row names the part of the partnership at risk.
What you learn
A heat map shows each row from Poor to Excellent with its average, so a strong score for Brand visibility next to a weak one for Reporting on impact is plain before the meeting.
Make it yours
Add the goal your partner signed up for, such as a skills day or matched giving, as a fifth row.
Question 2 of 3 · Multiple choice

How likely are you to renew the partnership?

Why ask it
A direct question about renewing gives your team time to prepare: Not sure and Unlikely answers mean the meeting needs a different plan.
What you learn
A donut shows the share and count of each answer. Select Not sure or Unlikely to see how those partners rated each part of the partnership. Over time, the stacked shares show whether renewal intent across your partners is rising or falling.
Make it yours
Ask it two or three weeks ahead, so a Not sure answer becomes the first item on the meeting's agenda.
Question 3 of 3 · Text · Optional

What would make the partnership more valuable to your company?

Why ask it
The open question asks what the company needs from the partnership, often something you can offer, such as a team volunteer day or quarterly numbers for its own report.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as an idea, a complaint or a question, and flags the urgent ones. Select a theme to read every partner's request filed under it.
Make it yours
Bring a written reply to each answer to the renewal meeting, with what you can offer and by when.

What the answers show

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

How likely are you to renew the partnership?

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.

How would you rate the partnership on the following?

Each row's answers side by side, so the part that needs work stands out.

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 Corporate partner 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 three weeks before

    Schedule the send two to three weeks before the renewal meeting, so you have time to prepare a reply to every low score.

  2. 02

    Ask more than one person

    Send it to each contact at the partner, such as the executive sponsor and the employee volunteering lead, since each sees a different side of the partnership.

  3. 03

    Put a one-tap question first for email

    A grid shows a start button in the email. Move How likely are you to renew the partnership? to the top when you want partners to answer inside the message.

  4. 04

    Bring the results to the meeting

    Export Results as a PDF (3 exports a month on Free) and bring the heat map to the meeting, with what you will change for each low row.

Churn surveysNonprofit surveysEmail surveysPartners and grants questions

More retention templates and questions

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

Templates

Browse all templates
RetentionDonor feedbackLearn how easy giving was, what moved donors to give and how they want to hear about impact. Send it with the thank-you email after a donation.
RetentionAfter an advocacy actionAfter supporters sign, write or call, learn how easy it was and what they'd do next. Show it on the thank-you page after the action.
RetentionBoard member check-inAsk board members how well meetings, materials and their own role are working. Send it once a year, before the annual retreat.
RetentionPartner organizationLearn how organizations you work with rate the partnership and what to do together next. Send it once a year.

Questions from the library

Browse the question library
  1. Rate our partnership on eachMatrix · Partners and grants
  2. How likely are you to recommend partnering with us?NPS · Partners and grants
  3. How clear was our grant report?Stars · Partners and grants
  4. What does your company want from this partnership?Multiple choice · Company partnerships
  5. How would you rate the contact you work with here?Stars · Company partnerships
  6. Did your staff take part in our volunteering days?Yes / No · Company partnerships

Frequently asked questions

Two to three weeks before the renewal conversation. For partners on agreements of several years, send it once a year at the same time.

Everyone who works with you there: the person who signs the agreement, the community or CSR lead and whoever runs employee volunteering. Add each one as a contact and send to a list of partner contacts.

Yes, when Usertick sent the email: each answer is tied to the contact it went to. When you share the link yourself, add a first question that names the company.

Call the partner before the meeting and ask what changed. Bring the rows of the grid they rated low and what you plan to do about each one.

Once a year, before renewal, keeps it useful without tiring a busy contact. For a new partnership, a short check-in halfway through the first year helps too.

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.

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