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Designs structured client feedback systems with mid-project check-ins and post-project reviews for service businesses.
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Baseado na classificação ocupacional SOC
A demo skill for tests.
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| name | client-feedback-system |
| description | Designs structured client feedback systems with mid-project check-ins and post-project reviews for service businesses. |
| allowed-tools | Read Write Glob |
| metadata | {"author":"Salah-XD","version":"1.0"} |
Use this skill when you need to:
DO NOT use this skill for product review collection (use customer-review-strategy), employee feedback, or complaint management. This is for service provider client feedback loops.
FEEDBACK COLLECTED AT THE RIGHT TIME PREVENTS PROBLEMS, GENERATES TESTIMONIALS, AND REVEALS EXACTLY HOW TO IMPROVE — BUT ONLY IF YOU ACT ON IT.
| Input | What to Ask | Default |
|---|---|---|
| Service type | "What service do you deliver?" | No default — must be provided |
| Typical project length | "How long is a standard engagement?" | 4-8 weeks |
| Client volume | "How many clients do you work with per quarter?" | 5-10 |
| Current feedback process | "Do you currently collect feedback? How?" | No formal process |
| Primary goal | "Is your main goal testimonials, service improvement, or retention?" | Service improvement + testimonials |
GATE: Confirm service type and engagement flow before designing touchpoints.
## Feedback Touchpoints
### Touchpoint 1: Kickoff Confirmation (Day 1-3)
Purpose: Confirm expectations alignment
Format: Quick email or 2-question form
When: After kickoff meeting or onboarding
### Touchpoint 2: Mid-Project Check-In (Midpoint)
Purpose: Catch issues before they become problems
Format: 5-minute form or brief call
When: At the project halfway mark
### Touchpoint 3: Post-Project Review (Completion + 7 days)
Purpose: Assess satisfaction, collect testimonials, identify improvements
Format: Structured survey (10-15 questions)
When: 5-7 days after final delivery
Subject: Quick check-in — are we aligned?
Hi [Name],
Now that we've kicked off [project], I want to make sure we're on the same page.
Two quick questions:
1. After our kickoff conversation, do you feel confident we understand
your goals and expectations? (Yes / Mostly / Not quite)
2. Is there anything else you want to make sure we know before we
dive into the work?
Thanks,
[Your name]
## Mid-Project Check-In — [Project Name]
1. How satisfied are you with communication so far? (1-5)
2. Do you feel the project is on track to meet your expectations? (Yes / Somewhat / No)
3. Is there anything you'd like us to do differently for the remainder of the project?
4. Any concerns or questions that haven't been addressed?
5. On a scale of 1-10, how likely are you to recommend us at this point?
## Post-Project Review — [Project Name]
### Overall Experience
1. Overall satisfaction with the project outcome (1-5)
2. How well did we understand your goals? (1-5)
3. How would you rate our communication? (1-5)
4. How would you rate the quality of deliverables? (1-5)
5. Was the project completed on time? (Yes / No — explain)
### Specific Feedback
6. What did we do particularly well?
7. What could we improve for future projects?
8. Did the outcome meet, exceed, or fall short of your expectations?
### Testimonial & Referral
9. Would you be willing to provide a testimonial? (Yes / No)
10. May we use your feedback in our marketing materials? (Yes / Anonymously / No)
11. Is there anyone you know who could benefit from our services?
### Future Work
12. Would you consider working with us again? (Yes / Maybe / No)
13. Are there other areas where we could help your business?
After each project, categorize feedback:
| Category | Action | Timeline |
|---|---|---|
| Process improvement | Update SOPs and templates | Within 2 weeks |
| Communication adjustment | Change cadence or format | Next project |
| Deliverable quality | Revise standards or add review steps | Immediately |
| Positive feedback | Convert to testimonial, share with team | Within 1 week |
| Service gap | Evaluate whether to add this to your offering | Quarterly review |
When a client gives positive feedback, follow up:
Subject: Thanks for the kind words — quick favor?
Hi [Name],
I really appreciated your feedback about [specific positive comment].
Would you mind if I used a version of that as a testimonial on my website?
Here's a polished version based on what you shared:
"[Drafted testimonial — 1-2 sentences based on their feedback]"
Feel free to edit it however you like, or I can use your original words.
Thanks again,
[Your name]
| Tool | Best For | Cost |
|---|---|---|
| Google Forms | Simple surveys, free | Free |
| Typeform | Better UX, conditional logic | From $25/month |
| Email templates | Personal touch, small volume | Free |
| CRM with survey feature | Automated triggers | Varies |
Every quarter, review all collected feedback: