Project done.
Now ask what they thought.

A client feedback form at the end of a project captures what worked while it’s fresh, surfaces problems you can still fix, and gives you testimonials and referrals. Send it within a week of handover, with a personal note.

For a regular pulse on ongoing work, use the client satisfaction survey instead.

Details

• Client / company: [Name]
• Completed by: [Name, role]
• Date: [Date]

The project

• Did the project achieve what you hoped? Why or why not? [Answer]
• What did we do well? [Answer]
• What should we have done differently? [Answer]

Working together

• How clear was our communication? (1–5) [Answer]
• How easy was it to give feedback and approvals? (1–5) [Answer]

Outcome

• What has changed since the project, if anything? [Answer]

Next steps

• Is there more we could help with? [Answer]
• May we use your comments as a testimonial? (Yes / No) [Answer]
• Would you introduce us to someone who might benefit? (Yes / No) [Answer]

1. Send it within a week of handover.
2. Ask the main contact and anyone else who worked closely with you.
3. Read every answer and reply personally.
4. Fix anything still fixable.
5. Turn approved comments into testimonials or case studies.
6. Record lessons in your project review.

Microsoft Word

1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

1. Upload the .docx file to Google Drive.
2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
3. Use File → Make a copy for each new client so your master stays clean.

PDF

Fill it in Word or Google Docs, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs.

Sample answers from a fictional client.

Sample answers

• Achieve what you hoped? Yes — online bookings are up and phone calls are down.
• Done differently? We’d have liked the content deadline explained earlier.
• Testimonial? Yes.

• Ask about outcomes, not just service.
• Make testimonial permission an explicit yes/no.
• Close the loop: tell the client what you’ll change.

Angelwood’s client portal keeps reviewed updates, approvals and recorded decisions in one place, so client feedback arrives with context.

Browse all forms & questionnaires templates or the full template library.