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Survey Request

Sending surveys to clients is a useful way to keep the conversation moving. It can also yield useful information which can help you better perform you services in the future. The Survey Request template automatically asks your clients for feedback.

To set up this template, you can create a detailed survey with a third-party tool or simply augment our provided emails to ask the questions you’d like to have answered. Once the goal is met, your customers won’t receive any further emails.

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