Existing Client Feedback Form

*Your Name:
*Financial Coach Name: *Rate him/her:
*Relationship Manager Name: *Rate him/her:
1. *How did you contact customer service?

  Telephone      Support Request      E-mail      Fax      Other
 
2. *How satisfied are you with the time taken by the customer service to answer your question or resolve your issue?

  Very Satisfied      Satisfied      Undecided      Dissatisfied         Very Dissatisfied
 
3. *Overall, how satisfied were you with your contact with customer service?

  Very Satisfied      Satisfied      Undecided      Dissatisfied         Very Dissatisfied
 
4. *Your Feedback



5. What changes, if any, can we make to improve our customer service department?

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