Use case · Customer retention
Stay in the conversationbefore customers go quiet.
After the first project, a short check-in every few weeks asks how things are going. Peak Forms attaches the responses to the contact so you see the history.
Put the goal into words. Add perspectives and timing right below.
Two questions, under a minute. Ask more often only if people agreed to it.
Example / Quick check-in
One contact, several check-ins.
- The purpose
- Short check-ins after the first project.
- Question 2
- What's next on your plate?
- At 1–2
- Review + follow-up task in Peak Work
Your small trial run
From three details to a start note.
Insert the example or write your own details. Everything stays in this open preview only.
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Three details. Your form.
Draft · not yet put together
- The purpose
- Still open
- Question 2
- Still open
- At 1–2
- Still open
How to start
One check-in, one rhythm.
The same person answers the check-in several times. Under Dialogs they appear once, with all their responses.
- 01First
Build two questions
The purposeShort check-ins after the first project.
Rating and an open question. Switch on contact matching and add an outcome for 1–2 with notification.
You get → History instead of a snapshot - 02Then
Set a rhythm
Question 2What's next on your plate?
For example after the project ends and then every eight weeks. Add the send-out as a task for yourself.
You get → Follow up with a deadline - 03After that
Follow up on responses
At 1–2Review + follow-up task in Peak Work
Read critical responses first, create a task and reply personally.
You get → Next project in view
From the explanation to the experience
Hear the customer voice yourself.
The public experience “The customer voice” from the Peak Forms catalog shows how rating, follow-up and finish work together.
View the customer voice (German)
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Peak Forms / Your next step
Check in before it's too late.
Build the check-in today and send it to the client you haven't heard from the longest.
Start Peak Forms for free
Small questions, early signals.
Review + follow-up task in Peak Work
Frequently asked questions
How often should I ask?
As rarely as possible, as often as necessary. After the project ends and then every few weeks is a good start.
Why not NPS right away?
That works too. For ongoing clients a satisfaction question is often more direct. You analyze it with the CSAT calculator.
Can I pass the client in the link?
Yes, with a hidden field, for example for project or contract. You don't ask for the name again.