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Quarterly check-in survey template

Check in with every account, before next quarter's plans are set

Four questions at the start of each quarter: how working with you compares with last quarter, the value customers get, the hours you save them and what to focus on next. Usertick reads every answer about next quarter and groups it by theme.

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What this quarterly check-in survey tells you

A quarterly check-in survey asks customers how the relationship is going and where it should go next. This template asks how working with you compares with last quarter, how much value they get right now on a 1 to 10 scale, about how many hours a week you save them, and what you should focus on next quarter, in under a minute.

It is written for an email at the start of each quarter to the customers your account or success team looks after. Send it to a list now or schedule it up to 30 days ahead, and put the next quarter's send in your calendar, since sends don't repeat on their own. The email carries a button that opens the survey at its first question.

Results shows the share of each face from much worse to much better, the average value with a column per step, and the median hours saved with the middle half, each against the period before. Every answer about next quarter is read and filed under a category and a theme, and each response gets a customer risk reading, so an account that is slipping shows before renewal.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email to your accounts at the start of each quarter
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 4 questions, one by one

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

Question 1 of 4 · Mood dial

Compared with last quarter, how do you feel about working with us?

Why ask it
A comparison with last quarter captures direction, which tells you whether an account is moving toward renewal or away from it. The dial runs from much worse to much better, so the middle means nothing changed.
What you learn
Five faces from much worse to much better, each with its share, against the period before. Select Worse or Much worse to see those customers' value scores and focus requests.
Make it yours
Send it to the person who works with your team every week as well as the one who signs the contract, since the two can see the quarter differently.
Question 2 of 4 · Big scale

How much value are you getting from us right now?

Why ask it
Value right now is the number a customer weighs at renewal. A 1 to 10 scale leaves room to see small shifts from one quarter to the next.
What you learn
The average and a column per step from 1 to 10, against the period before, so a falling average shows a quarter ahead of the renewal.
Make it yours
Bring the value score to your quarterly review call and ask what would move it up by two points.
Question 3 of 4 · Ruler · Optional

About how many hours a week do we save you?

Why ask it
Hours saved turn value into a figure customers and their managers both understand, and one your team can use in a renewal or a case for a larger plan.
What you learn
The median hours and the middle half, so a few very high estimates don't set the figure on their own.
Make it yours
Change the unit to what your service delivers, such as orders handled or reports produced, and adjust the ruler's range to match.
Question 4 of 4 · Text · Optional

What should we focus on next quarter?

Why ask it
Asking what to focus on next quarter turns the survey into input for your plan, in the customer's own words.
What you learn
Each answer with its sentiment and theme, filterable by theme, with up to 8 themes and their trends, so requests that come up across accounts stand out.
Make it yours
Answer each request at your next check-in, saying what you did and what you didn't.

What the answers show

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

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 Quarterly 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

    Schedule each quarter yourself

    Usertick has no recurring sends, so schedule each quarter's send up to 30 days ahead and keep the same list from round to round.

  2. 02

    Ask before the review call

    Send it a week before your quarterly review, so the answers shape the agenda and the call starts from the customer's view.

  3. 03

    Watch the accounts at risk

    On every plan, a workflow posts responses read as at risk or about to leave to Slack or Microsoft Teams for the account owner.

  4. 04

    Keep the scores in your CRM

    On every plan, a HubSpot workflow step writes each answer to the contact's properties, and from Starter a second step creates a follow-up task for the account owner.

Churn surveysEmail surveysEffort and time questions

More retention templates and questions

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Questions from the library

Browse the question library
  1. How much effort did that task take?Big scale · Effort and time
  2. How much effort was the initial setup?Big scale · Effort and time
  3. How hard was it to find what you were looking for?Big scale · Effort and time
  4. Who chose this training for you?Multiple choice · Training at work
  5. How much of this training will you use in the next month?Big scale · Training at work
  6. Did your manager give you time to complete it?Yes / No · Training at work

Frequently asked questions

Usertick sends now or on a date up to 30 days ahead and has no recurring sends, so schedule each quarter's send when the quarter begins. For later rounds, turn off Skip people who already received this survey, or duplicate the survey for each quarter.

The people who work with your team week to week and the person who decides on renewal. Send it to both, and add a question about their role if you want to compare their answers.

Contact the account before the next review, read their focus request and plan one change you can deliver this quarter. Select Worse in Results to see every account that gave that answer.

Every card in Results compares with the period before, so set the date range to this quarter to see the change since last quarter on each question.

The first question is a mood dial, which shows as a button in the email and opens the survey. To let customers answer with one tap inside the email, start with a Stars, Emoji or Multiple choice question instead.

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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