Use Buildertrend to create client surveys and improve your client experience

Looking for an easy way to connect with your clients, collect useful feedback and improve your marketing all at the same time? Well, have we got a solution for you! Two words – client surveys.

Client surveys are great for many reasons, but are particularly useful for collecting client feedback before, during and after each project. Whether you’re looking to gather feedback on your sales process with a post-sale survey, need information related to design preferences or want insight into the overall satisfaction of a project, client surveys are the best way to get you what you need.

So, where do you start? The answer is, right here with Buildertrend. Our superior construction management platform is integrated with a client survey feature that is offered to Buildertrend Pro users. The Surveys feature allows you to quickly build and send client surveys with the option to push reviews directly to the testimonial page on your website. This will help to promote your work and can lead to increased SEO for your site.

Whether you’ve been using our Surveys feature for a while or are just getting started, here are some helpful tips to keep in mind.

Take time to define the goals of the survey

Before you begin to think of questions for your client survey, it is important to first think about the purpose of the survey. To figure out what you’re trying to accomplish with your survey, it may be helpful to ask yourself:

  • What are you hoping to learn and why?
  • How will you use what you find?
  • What is the end goal?

Answering these questions first, will allow you to have a better starting point when drafting your client questions. Finding the focus for your survey will help to ensure you get the most pertinent information.

Draft the questions you want to ask

After taking the time to narrow down your purpose and end goal for your client survey, it’s time to draft your questions. Although this seems pretty self-explanatory, it’s important to keep these things in mind:

  • Ask one thing at a time
  • Keep your questions short and to the point
  • Ask between 5-10 questions
  • Give your clients the opportunity to expand on their answers

These guidelines will help to ensure you receive responses by making the survey quick and painless for your clients.

Write inviting email copy

Now that you have your list of questions and you’re ready to send your survey, it’s time to come up with enticing email copy. This element can make or break whether-or-not your client even opens your survey at all – no pressure. But don’t worry, we’ve got a few tips that will help:

  • In the email copy, be straight forward and let your client know that you’d like their help with a survey
  • Be friendly, but be sure to relay the important information regarding what the survey is for
  • If the survey is for a former client, thank them for choosing your company for their construction needs
  • Add a brief closing sentence and add a signature to make the email more personal

Collect and review response data

Now that you have your responses back, it’s time to review them and use the data to make informed business decisions. What’s working? What’s not working?

As we mentioned above, using the Surveys feature can be a great tool for collecting feedback throughout the span of a job. By sending surveys to your clients after projects are completed, you can gauge their satisfaction level and address any issues along the way.

You can also push your survey responses to the testimonial page of your website. This is a great way to promote the great work you’ve done and could potentially drive more traffic your site with increased SEO and keyword usage.

Ready to optimize your client surveys and improve your customer service?

Now is the perfect time to take another look at your company website and make sure it’s optimized for performance and growth. Give us a call today to learn more about our Survey feature and the website services we have to offer. We’re always standing by and ready to help!

If you’re considering Buildertrend and want to learn more about all of the top-notch features and services we have to offer, schedule a demo today!

Return to top