Ethics and Compliance

Data Handling Checklist

A short client feedback questionnaire for the end of a project — capturing satisfaction, quality, process and value, plus an easy route to a testimonial.

About this resource

This template makes it easy to gather structured feedback once a project wraps up. It asks clients to rate their experience across the areas that matter — the work, the process, communication and value — so you learn what's working and where to improve.

It's quick for clients to complete and includes a prompt for a testimonial you can use in your marketing.

What's included

  • Overall experience and likelihood-to-recommend questions
  • Ratings for the quality of the work and brand-voice fit
  • Process feedback on communication, timeliness and revisions
  • A value-for-money assessment
  • Open questions on what went well and what to improve
  • A testimonial request

How to use it

Send the questionnaire to clients shortly after a project completes, while the experience is fresh. Reassure them that honest, constructive feedback is welcome.

Use the responses to refine your service, and — with permission — turn positive comments into testimonials for your website and marketing.

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