Business & sales template

Customer account health check

Run a concise check-in about the current health of this customer relationship.

3 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

How positive do you feel about the current health of this customer relationship?

Required

Creates a consistent numeric measure that can be compared across respondents. It is required in this starting template, but you can change that in the builder.

2

Do you have the support and resources you need?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

3

How manageable does the current situation feel?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

Very manageableMostly manageableSometimes difficultVery difficult
4

What is going well right now?

Captures context, examples, and ideas that fixed options may miss. It is optional so respondents can continue when it does not apply.

5

What needs attention next?

Captures context, examples, and ideas that fixed options may miss. It is optional so respondents can continue when it does not apply.

Sample-size considerations

Invite the people involved in the relevant buying or service decision. Separate directional account feedback from statistically representative market research.

Best practices

Ask only what the next action requiresState how contact details will be usedRoute urgent requests outside normal analysis

Common mistakes

Collecting excessive commercial informationTreating a lead form as independent researchFailing to follow up on promised contact

Frequently asked questions

Can I edit the customer account health check template?

Yes. Every question, answer option, required setting, section, theme, and eligible logic rule can be changed in Surveyor before you publish.

Can I preview the questionnaire before signing up?

Yes. The respondent preview is available without an account. An account is required only when you want to create and save an editable survey in a protected workspace.

Last reviewed 2 August 2026

Customer account health check template | Surveyor