New Year Customer Survey

Excel Customer Survey Template

If you’re a business owner, one of your goals for 2015 should be to improve your company as much as possible. The start of the New Year is the perfect time to survey your consumers and get feedback on how to make their shopping experience better. The Excel Customer Survey Template is a simple way for your consumers to tell you what they’re thinking.

How to use the Excel Customer Survey Template

The two page Excel sheet will open from downloading the link located below. From there, you’ll see the first page with instructions on how to set up the survey to be done online through Office Online OneDrive. If you and your customers are very tech-savy, this may be the route to go. But for most businesses, the idea of a shared drive will be too confusing.

The tab at the bottom of the page that reads “Survey” is where you can begin entering your data. The orange bar across the tip is generic, so you can leave it as is or change it to fit your business name and goal of the survey.

Below are five spaces for questions. The placeholder text is generic and can be used for most any company, but you can easily change them to fit specifics of your business. Some examples include just focusing questions on products provided, ease of purchase, or employee care.

Once this has been filled out, you can email it to your mailing list or print it and have it available in your store.

Tips on using the Excel Customer Survey Template

  • Use the top orange bar to specify what you want your consumers to think about as they fill out the survey.
  • If you’re a company that mails out people’s purchases, include a link to access the survey or a pre-paid envelope to mail the survey back.
  • Make your questions easy to answer. “Yes”, “No”, “Maybe” or Very/Moderately/Not at All are all easy selections for consumers to use. The more customers are asked to write, the less likely they are to complete the survey.

Download the Excel Customer Survey Template


Template courtesy of Microsoft

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