Fusion Client Quarterly Check-in Survey
  • Script

    "Hi My name is (Your First Name) with Fusion Growth Partners. Am I speaking with (Partner First Name)?

    Am I catching you at an ok time to talk for a few moments?

    Ok Great,

    I would like to take a few minutes to check in with you to and see how things are progressing with our relationship. 

    As you know, we are managing hundreds of contact points over several different communication platforms, all at specific times and it is a lot to keep track of and manage. We want to make sure that your Partnership Development Executive or PDE is doing everything that is necessary to provide you with our low-cost business development management services. 

    Your PDE is (Advisor listed in Projects), correct?

    It is your PDE’s job to make sure that everything here at Fusion is working properly for you! If there is a problem, which of course there will be from time-to-time, it is their job to address it and move things forward in a professional manner. Therefore, we would like to ask you a few questions about your experience with your PDE’s performance."


  • Agent's Name
  • Account Manager (PDE)

  • 1. Do you find your PDE professional and courteous?

  • Comments
  • 2. Do you feel that he/she has your best interest at heart?
  • Comments
  • 3. Does your PDE return your calls promptly?

  • Comments
  • 4. Does your PDE make themselves available to when you need them?

  • Comments
  • 5. Does your PDE answer your questions to your satisfaction?

  • Comments
  • 6. Do you get the sense that your PDE truly cares about you and the health of your business?

  • Comments
  • If there was something you wanted to address, change, or improve, did the PDE listen to your requests, give helpful feedback, and make sure what you needed was executed to your satisfaction within a reasonable amount of time?

  • Comments
  • 8. Is there anyone on the Fusion staff that you have had any experience with recently that you felt WAS NOT professional that you feel we should know about?
  • What happened?
  • Comments
  • 9. Is there anyone on the Fusion staff that you felt was Exceptional?
  • Comments
  • 10. At Fusion we provide the design, creation, and execution for hundreds of business development and marketing touch points. Each one requires different criteria, sizes, and delivery methods. We also have continuous discussion and suggestions on what we believe are “best practices” with 1000’s of different combinations of details we must manage. Looking at our process overall, would you say that your experience has been ______.

  • What needs to happen to make it great?
  • Comments
  • 11. How comfortable are you in referring a friend or family member to our services?
  • Comments
  • Additional Comments
  • "Thank you for taking the time to participate in this survey with me. Your feedback is important and we appreciate you."

That's all, folks!

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