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Relationship evaluation questionnaire

relationship evaluation questionnaire

Looking to deep dive into your client relationships?

The Relationship Evaluation Questionnaire is for you. It's ideal for businesses like life coaching, business coaching, and consulting. This comprehensive questionnaire helps you assess your current client relationships, identify areas of improvement, and pinpoint your professional relationship goals.

Not only that, it also uncovers your interest in tools and training services to strengthen client relationships. Ready to take your client relationships to the next level?

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Questions to include on your Relationship evaluation questionnaire

1. Personal Information

To understand the demographics and background of coaches and consultants, collect their personal information.

  • What is your full name?
  • What is your email address?
  • What is your gender? (Male, Female, Prefer not to say)

2. Professional Experience

It is important to understand the respondent's professional background, so you can tailor your services to their needs.

  • How many years of coaching experience do you have?
  • What type of coaching do you specialize in? (Life coaching, Business coaching, Other)
  • Have you attended any coaching certification program? (Yes, No)

3. Current Relationship Status with Clients

Discover the current situation and relationship with clients to understand areas of improvement.

  • How many clients are you currently working with?
  • How would you rate your current relationships with your clients on a scale of 1 to 10? (1 being very poor, 10 being excellent)
  • Please describe any challenges you are facing in building strong relationships with your clients.

4. Relationship Improvement Goals

Knowing the goals of the coaches or consultants helps you in providing more targeted advice and tools.

  • What is your primary goal for improving relationships with your clients?
  • Do you believe that there are skills or behaviors you need to improve to achieve this goal? (Yes, No, Unsure)
  • If yes, please describe those skills or behaviors.

In this group, the question about skills or behaviors to improve is crucial as it offers insights into the areas of development that the coaches or consultants themselves are aware of and want to work on.

5. Interest in Tools and Services

Understanding what tools or services are of interest to coaches and consultants can help in developing a targeted solution for them.

  • Are you interested in using tools to manage and improve your relationships with clients? (Yes, No, Unsure)
  • If yes, what type of tools are you interested in? (CRM, Communication, Data analysis, Other)
  • Are you open to attending workshops or training to improve your client relationship skills? (Yes, No, Unsure)

The question about type of tools is important to identify the areas in which coaches and consultants are comfortable using technology and where they believe tools could be beneficial.

Other question ideas

When you are creating your Relationship evaluation questionnaire, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.

  • What is the most rewarding part of your coaching/consulting work?

    • This question can help understand what motivates the coaches and consultants, which can be leveraged to help them improve their relationship with clients.

  • If you could change one thing about your interaction with clients, what would it be?

    • This question can give insight into specific areas of client interaction that the respondents struggle with or are not satisfied with.

  • How do you measure success in your client relationships?

    • This question can help understand how they view successful relationships, which can be used to develop tools and strategies that align with their success metrics.

  • How do you currently handle difficult conversations with clients?

    • Understanding how respondents handle challenging situations can give insights into their communication skills and conflict resolution abilities.

  • Have you used any tools or methods in the past to improve your relationship with clients? If yes, what were they and how effective were they?

    • This can provide insights into the types of solutions they've tried in the past and their effectiveness, which can be helpful in providing new, more effective solutions.

  • How often do you seek feedback from your clients about your coaching/consulting?

    • Understanding their feedback-seeking behavior can give insights into their openness to self-improvement and client-centered approach.

  • Do you tailor your coaching/consulting approach based on the individual client's personality and needs? (Yes, No, Unsure)

    • This question can help gauge the flexibility and adaptability of the respondent's coaching style, which are vital for building strong relationships with clients.

  • How have you adapted your coaching/consulting practices in response to the COVID-19 pandemic?

    • This can reveal how flexible and adaptable they are to changes and challenges, key traits in maintaining and improving client relationships.

  • What role do you believe empathy plays in your coaching/consulting work?

    • Understanding their views on empathy can give insights into their emotional intelligence and client-centered approach, both critical for building strong relationships.

Things to consider

  1. Ease of Navigation - Make sure the form is simple and intuitive to navigate. Group related questions together to provide a clear flow.
  2. Required vs Optional Fields - Clearly indicate which fields are required and which are optional. This can prevent confusion and drop-offs.
  3. Use of Field Types - Differentiate between different types of responses. For instance, use number fields for years of experience, dropdowns for gender, and radio buttons for yes/no questions.
  4. Progress Indicator - If your form is long, it might be helpful to include a progress indicator. This gives respondents an idea of how much longer the form will take to complete.
  5. Privacy of Information - Assure your respondents that their information will be kept confidential. This can increase the response rate as users may feel more comfortable sharing personal details.
  6. Responsive Design - As many users might fill out the form on their phones, ensure the form is mobile-friendly.
  7. Clear Instructions - Provide clear instructions where necessary, i.e., for rating scales. This ensures all respondents interpret the question in the same way, increasing the reliability of your data.

How to create your Relationship evaluation questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial. 

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.
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