Knowledge Center
Accounting Resources for
Client Satisfaction Surveys

Client Surveys - Getting Started

• Guide: Setting a Plan of Action for your survey program. Please read this as you prepare to launch your survey program.
• Preparing Your Contact List: Follow this checklist to successfully prepare your ClearlyRated contact list to be uploaded in your ClearlyRated dashboard.
• Getting Started Packet - including templates and guides on how to pull together your contact list.
• Survey Guidebook - an overview of the entire survey program if you need to share internally.
• Internal Pre-Survey Communication - prior to your survey launching, this email template is incredibly useful to send to your internal staff to give them a heads up know a survey is going to be sent externally to your clients. This is a great opportunity to set those expectations and put plans in place on how you want to manage the feedback you'll be receiving.
• Add the ClearlyRated Server to Your Email Allow List - it is important to work with your IT team in order for your employees to receive emails that are sent directly from ClearlyRated including survey reminders, detractor alerts and other important communication.
• External Pre-Survey Communication - prior to your survey launching, this email template is incredibly useful to send to your clients to let them know a survey is coming their way.
• Survey Details: click for our default Email Invitation, and Client Survey Questions.
• Send a Test Survey - you can review the survey text and see how the survey will appear to your survey takers.
• Types of Questions that ClearlyRated Supports, shows all the different questions that are available for your survey program.
• Survey Question Best Practices - tips for your survey program with examples of questions we have seen be effective.
• Communicating Your Survey Program to New Clients - As you onboard new clients, you can use this template to convey your commitment to service excellence!

Survey Fielding

• How to Add a New User - Step by step guide on how to get users dashboard access.
• How to Add New Survey Contacts - Forget someone? Follow this quick process on adding new contacts as your survey is fielding.
• How to Update Bounced Email Addresses - Download and update your bounced email list.
• How to Handle Detractors - Best practices to use when following up with Detractors.
• How to Get a Higher Response Rate - Sample scripts you can use when reaching out to non-responders.
• How to Download Your Non-Response List - How to download your current non-response list.

Reporting Phase

• How to Interpret NPS Drivers - As you decipher the driver data, this resource will help guide you how.
• 2-1-1 Follow Up Template - Email template we can send to everyone that you asked to participate in the survey.
• Financial Impact Report - We recommend sending this to yourself as soon as your survey closes. Find out what accounts are at risk and where expansion opportunities exist.
• Asking for Referrals - Your survey closed, you know who loves you (those 9s and 10s), now is the time to ask for a referral!
• Sharing Results Internally Template - The results are in, now share the results of your survey (and hopefully your Best of Accounting achievement) with your company.
• Editing Testimonials - A simple guideline around what you can and should edit regarding testimonials.
• Setting up your Profile Page - You can really do this at any stage! Make sure to have your profile page as updated as possible and link back to it.
• Guide: Put Your Survey Feedback into Action, Maximize your ClearlyRated ROI

Best of Accounting

• Best of Accounting Winners - all your resources in one spot.
• Different Timing Options - survey timing options for this year.
• Rules & Guidelines

Other Surveying Options

• Internal Employee Survey - Led by your HR team, execute this survey and get a pulse on the satisfaction of your internal employees.

Additional Resources

• Managing Your ClearlyRated Subscription - How to access billing, future subscriptions and past purchases.
• Full Feature List - explore all the features of our survey programs.
• Accounting Benchmarks
• Read up on our latest Accounting Blog Post
• Non-Disclosure Agreement
• Data Privacy - we take it seriously!