Client Exit Survey

Capture the reasons behind a departing client's decision and their overall satisfaction with the service they received, helping you spot opportunities to improve retention.

Use this template

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Client Company Name

Client's Full Name

Nombre

Apellido

Email

Your answers will help us improve our service.

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Help us understand what influenced your decision.

What attracted you to become our client?

Referral from someone I know Competitive pricing Team's expertise and knowledge Online search Convenient location Other

If you selected "Other," please provide your response below.

Which of the following impacted your decision to discontinue your collaboration with us?

Price increase Poor communication Service quality Frequent staff turnover No longer need the service Other

If you selected "Other," please provide your response below.

How will you meet your accounting/bookkeeping needs moving forward?

Hiring another firm In-house staff Accounting software Still undecided

Would you be willing to resume your collaboration with us if we improve the areas you were dissatisfied with?

Yes No Maybe

Complaints (if any)

Final comments (if any)

Thank you for allowing us to serve you.

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Client Exit Survey

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