Customer Questionnaire

I'm Conducting A Customer Survey - When Should I Send It? A common question for surveyors conducting customer satisfaction or client surveys is when they should send out their questionnaire? There's no perfect answer for this.

You want to give the customer enough time to process the engagement - but not too much time they forget about it. Think about yourself, and ask some of your friends or colleagues, do you remember an experience you had 6 months ago with an organization? What about last month? You'll probably find few people remember the engagement from 6 months ago while lots of people remember the one they had last month. If you're getting ready to conduct a customer survey, best practices suggest just inviting customers who have made a purchase or a customer service request in the last few months (I would recommend you stay within the last 3 months or a quarter). The type of customer questionnaire will determine whether you want people who have talked to a sales rep, made a purchase or made customer help requests.