Lost Process Survey

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Generic:  Your Feedback Is Appreciated

This survey is used as a generic Lost process survey.  Dealers can use this when they do not wish to have a long process for Lost customers, but do wish to learn why they lost the opportunity with direct feedback from the customer.  Short and simple is best here.

The Questions & Answers

The Escalation Rules

1. On a scale of 1-5 (5 being the best), how was your experience working with [DEALER NAME]?

• 1 2 3 4 5

2.  Please tell us what we could have done differently:

• A text box is placed here so the customer can type direct feedback

Rules are based off a completed survey:

​Generic Completion: (this would be a task that is sent to a manager)
Survey (Lost - Generic) Alert - A survey has been completed.  Please check the results and follow up with the customer as appropriate.

The Task & Email Template

Send Email will run in 4 hour(s)
Survey Email (Lost Generic) - Lost follow up survey has been sent to your customer.

​# Survey - Lost - Feedback generic
Your feedback is appreciated

[CUSTOMER FIRST NAME],

We would appreciate your feedback on your experience working with [DEALER NAME].  If you could simply click the link below to fill out a two question survey, I would greatly appreciate it.  It will literally take you 30 seconds.  Please feel free to respond to this email if you prefer.  Thank you for your anticipated feedback.

2-Question Survey

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