Knowledge Center
Staffing Resources for
Client & Talent Surveys
Client & Talent Getting Started Resources
- Click here for resources and tutorials to help you get started
Internal Employee Survey Resources
- Click here for applicable resources and tutorials
Survey Prep
- Guide: Setting a Plan of Action for your survey program. Please read this as you prepare to launch your survey program.
- Survey Guidebook - an overview of the entire survey program if you need to share internally.
- External Pre-Survey Communication - prior to your survey launching, this email template is incredibly useful to send to your clients and/or talent to let them know a survey is coming their way.
- 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 and/or talent. 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.
- Survey Details: click below for our default
- 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.
- View Your Survey Schedule - When will your survey launch? You can find your survey schedule within the dashboard.
- Communicating Your Survey Program to a New Client - 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.
- Add New Survey Contacts - Forget someone? Follow this quick process on adding new contacts as your survey is fielding.
- Update Bounced Email Addresses - Download and update your bounced email list.
- Handle Detractors - Best practices to use when following up with Detractors.
- Get a Higher Response Rate - Sample scripts you can use when reaching out to non-responders.
- Download Your Non-Response List - How to download your current non-response list.
- What's a Shout Out? - An explanation of what a Shout Out is, how it works and how to celebrate them!
- Shout Out Template - A couple ideas of how to share with clients and your talent!
- Managing Resolutions - A breakdown of the Issue Resolution process.
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.
- Testimonials: Best Practices - Ideas on how to share, where to utilize and just how powerful the testimonials you receive are!
- Social Sharing - How to quickly share testimonials via LinkedIn and Facebook.
- 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.
- Talking about NPS - A couple ways on how you can talk about your NPS score compared to the industry averages.
- Downloading Reports - We highlight the most popular reports, when to use them and how to access them!
- Start, Stop, Continue! - This is an exercise you can run at any level of your organization to quickly identify areas where you can make improvements, continue doing or identify new opportunities.
- Asking for Referrals - Your survey closed, you know who loves you (those 9s and 10s), now is the time to ask for a referral!
- Executive Report (additional cost)- If you need a more in-depth report than what's included in the dashboard, we can help!
- Guide: Put Your Survey Feedback into Action, Maximize your ClearlyRated ROI
Other Surveying Options
- Talent Engagement Overview - An overview of the different touchpoints you could be using to engage with your Talent.
- Internal Employee Overview - Led by HR, take a short pulse of the satisfaction of your internal staff.
- Applicant Survey Overview - With the 2018 Applicant Benchmark at a -47%, find out how the experience your candidates are having when they apply for a position.
Best of Staffing
- Best of Staffing Winners - all your resources in one spot.
- Different Timing Options - survey timing options for this year.
- Competition Rules and Guidelines
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.
- Staffing Benchmarks
- Read up on our latest Staffing Blog Post
- Data Security - we take it seriously!
- Non-Disclosure Agreement