Send a Customer Satisfaction Survey and Collect Results
This task automates the creation, distribution, and collection of a customer satisfaction survey targeting customers served in the past month. It helps businesses get structured feedback without manual follow-up, compiling results into a clear, accessible sheet.
Create a three-question satisfaction survey and send it to the customers I served this month, then collect the results in a sheet.
Runs on the Tasks plan and the Goals plan.
Who This Is For and When It Pays Off
This task is ideal for customer service teams, small business owners, or support managers who want to measure client satisfaction quickly and efficiently. It is particularly useful after a month of active customer interactions.
If you regularly serve clients through email, CRM, or support platforms, and want to gather actionable feedback without spending hours on survey management, this task saves time and ensures consistent follow-up.
It pays off when you want tangible insights into customer happiness, service quality, or product satisfaction to guide improvements or report to stakeholders.
How the Katteb Agent Does It, Step by Step
- Access the list of customers served in the last month by logging into your CRM, support platform, or sales database depending on your setup.
- Generate a concise three-question satisfaction survey form focusing on ease of service, overall satisfaction, and likelihood to recommend.
- Create the survey using an online form builder such as Google Forms or Microsoft Forms, ensuring mobile-friendly design and ease of response.
- Send the survey invitations via email to the identified customers using your preferred email platform, e.g., Gmail, Outlook, or integrated CRM email tools.
- Monitor and collect responses automatically as they come in, storing answers in a linked spreadsheet such as Google Sheets or Excel Online.
- Organize and format the responses within the spreadsheet for easy review, including date stamps and customer identifiers to track feedback origins.
- Notify you when the survey invitations are sent and provide access to the live results spreadsheet for ongoing monitoring.
What You Give the Agent Before It Starts
- Access credentials to your CRM, email service, or customer management platform to identify customers.
- Permission to create and send emails or survey invitations on your behalf using your email account or integrated tools.
- Details on which customers to target (e.g., customers served between specific dates).
- Any particular preferences for survey questions or specific phrasing, if you want to customize beyond the standard three questions.
- Access to your preferred online survey and spreadsheet platforms, such as Google Forms and Google Sheets or Microsoft Forms and Excel Online.
What a Good Result Looks Like
The survey invitations are sent promptly within the task’s run time, typically under 30 minutes for up to several hundred emails.
The collected data appears in a clean, organized spreadsheet with clear columns for each question, timestamps, and customer identifiers.
Response rates vary, but typically you can expect a 20-30% return depending on your customer base and email engagement.
The deliverable is a shareable spreadsheet that updates with new responses for up to a week after sending, allowing you to track feedback in near real-time.
What to Expect and What Is Not Promised
The agent requires valid logins to your CRM, email, survey, and spreadsheet tools to complete the task without interruption.
Survey response rates depend on your customers’ willingness to participate; the agent cannot guarantee a minimum number of responses.
The task does not include follow-up reminders or incentives for survey completion unless specified before starting.
Compliance with platform email sending limits and anti-spam rules is required; the agent will operate within those restrictions but cannot bypass them.
All survey content and distribution must comply with privacy laws relevant to your location and customers.
Questions people ask
Can I customize the survey questions?
Yes, you can provide your preferred questions before the task starts. Otherwise, the agent will use a standard set of three questions focused on service ease, satisfaction, and recommendation likelihood.
Which platforms does the agent support for sending surveys?
The agent supports popular platforms like Google Forms and Microsoft Forms for surveys, and Gmail or Outlook for sending invitations. Integration with many CRM tools is also supported to fetch customer lists.
How long does the task take to complete?
The task typically completes within 30 to 45 minutes, depending on the number of customers and platform response times.
Will the agent follow up with customers who don’t respond?
No, this task does not include follow-up reminders. You can request separate tasks or plans for ongoing engagement if needed.
How secure is my customer data during this task?
The agent operates within your logged-in sessions on your browser and authorized accounts. Data stays within your platforms and is not stored externally by Katteb.
