You’re already delivering solid work. But even the best projects can leave clients with unspoken feedback—things they appreciated, things that didn’t quite land, or suggestions that could shape your next engagement.
To make it easier to gather and exercise such feedback, you need client review templates. They give you a place to record direct insights into what’s working, what could be smoother, and what might otherwise go unsaid. Over time, that feedback will strengthen your online reputation, fuel positive reviews, and help you stand out in search results.
The only challenge is getting honest, valuable feedback without making it awkward or time-consuming. And these free client review templates help make the process hassle-free.
What Are Client Review Templates?
Client Review Templates are pre-designed, structured frameworks or documents used by businesses, freelancers, or agencies to collect feedback, evaluations, or testimonials from clients about their services, products, or overall experience.
Some of the key components that client review or feedback form templates should have 👇
✅ Introductory statement: A concise, professional opening that sets the tone, thanks the client, and clarifies the feedback’s purpose (e.g., improving services or showcasing testimonials)
✅ Targeted questions: Specific, industry-relevant questions like ‘How effectively did we meet your project goals?’ or ‘How user-friendly is our product?’ to elicit detailed responses
✅ Quantitative metrics: Rating scales (e.g., 1-5 stars, Net Promoter Score) for measurable data on satisfaction, quality, or delivery speed
✅ Qualitative prompts: Open-ended fields for suggestions, critiques, or highlights, e.g., ‘What could we do to earn a 5-star rating next time?’
✅ Permission clause: A section requesting consent to use positive feedback for marketing, ensuring compliance with privacy laws (e.g., GDPR or CCPA)
✅ Follow-up options: Fields for clients to request a call or provide referrals, helping to strengthen relationships
Top Client Review Templates at a Glance
| Template name | Download template | Ideal for | Best features | Visual format |
| Feedback Form Template | Get free template | Product managers, CX teams | Custom surveys, auto-task creation, response grouping, owner tagging | Form/List |
| Product Feedback Survey Template | Get free template | Product/UX leads | Categorized responses, review workflow, custom fields | Form/List |
| Customer Contact Form Template | Get free template | Customer service teams | Structured intake, priority/issue tracking, List/Board views | Form/List/Board |
| Customer Service Management Template | Get free template | Support managers, ops leads | Status grouping, ticket labeling, sentiment filtering | List/Board |
| Customer Satisfaction Survey Template | Get free template | Support leads, QA teams | Rating fields, theme sorting, action assignment | Form/List |
| Customer Needs Analysis Template | Get free template | CX leads, product managers | Linked data, progress tracking, research subtasks | List/Board |
| Customer Problem Statement Template | Get free template | UX teams, product managers | Problem profiling, root cause mapping, interview guidance | Doc/List |
| Customer Success Plan Template | Get free template | Success managers, onboarding leads | Kanban board, lifecycle grouping, contract tracking | Board/List |
| Client Success Template | Get free template | Success managers, onboarding teams | Health/engagement fields, onboarding checklists, automations | List/Board |
| Customer Support Template | Get free template | Support teams, helpdesk managers | Ticket grouping, AI assign, dashboards, escalation | List/Board/Dashboard |
| Customer Service Escalation Template | Get free template | Service leads, escalation teams | Tiered workflow, status/assignee view, accountability | List/Board |
| Help Desk Template | Get free template | Support managers | Priority grouping, QA score, customer segment, follow-ups | Board/List |
| Client Success Collaboration Template | Get free template | Success/onboarding teams | Endorsement forms, onboarding docs, pipeline board | List/Board/Docs |
| Likert Scale Template | Get free template | Marketing, product leads | Custom rating scales, segmentation, checklist scoring | Form/List |
| Sales Annual Client Review Template by Template.Net | Download this template | Account managers | Revenue review, retention, open feedback, next steps | Word/Google Docs |
| Sales Customer Feedback Template by Template.Net | Download this template | Sales managers, client-facing teams | Post-sale feedback, category scoring, open comments | Word/Google Docs |
What Makes a Good Client Review Template?
- Clear and concise: A good template is short and easy to understand. It respects clients’ time. Aim for 5-7 crisp questions so that your clients need to take only 2-3 minutes to leave reviews
🔖 Example: ‘How satisfied are you with our service? (1-10)’ keeps it direct and quick.
- Relevant to your goals: Questions should tie to various aspects of your business needs, like improving products or gathering testimonials. Tailor them to your industry and client type for personal recommendations and actionable insights
🔖 Example: A SaaS company can ask, ‘How easy was our software to use?’ to guide future product updates.
- Balanced question mix: Use both rating scales and open-ended prompts to get measurable data and detailed feedback. This combo uncovers trends and specific pain points without overwhelming clients
🔖 Example: Pair ‘Rate our support (1-5)’ with ‘What could we do better?’
- Actionable outputs: Every question should fuel outcome-based decisions, like fixing issues or creating user-generated content. Rating scales and specific prompts make it easy to analyze customer feedback and act on
🔖 Example: ‘What prompted you to give this rating?’ explains a low score, while giving your team an idea of how to steer clear of such circumstances.
Client Review Templates
If you want to stand out and gain a real competitive edge, these 17 client review templates will make gathering feedback easier and more impactful:
1. Feedback Form Template
’s Feedback Form Template helps product and customer experience teams capture feedback that’s usable across departments.
Why you’ll like this template:
- Use it to design custom surveys with rating scales, multiple-choice fields, and open-ended questions that surface both qualitative insights and measurable trends
- Group responses by client, category, or team member, while filtering feedback by score, and spotting recurring themes in seconds
- Once the form is submitted, each response is auto-converted into a Task in your workspace
- Teams can tag owners, set priorities, and track resolution for customer issues without needing a separate tool
It’s especially useful for teams managing product launches, onboarding feedback, or customer satisfaction loops where fast follow-up makes a real difference.
✅ Ideal For: Product managers and customer success teams who want a structured, actionable way to collect and respond to customer feedback
2. Product Feedback Survey Template
If you’re part of a product or UX team, the Product Feedback Survey Template gives you a structured, repeatable way to gather and analyze customer feedback. It helps you centralize survey responses, track sentiment trends, and spot recurring pain points with ease, even without access to dedicated product feedback software.
Why you’ll like this template:
- Each response can be categorized by product type, satisfaction level, and feedback theme
- The built-in views, such as ‘To Review,’ ‘In Review,’ and ‘Reviewed,’ help prioritize next steps and avoid losing critical insights in inboxes or spreadsheets
- Use ’s Custom Fields to capture the usage frequency, satisfaction score, and improvement suggestions for the product, so decisions are always data-backed.
✅ Ideal For: Product and UX leads looking to improve user satisfaction and inform product roadmaps with structured feedback
3. Customer Contact Form Template
The Customer Contact Form Template gives support teams a faster, cleaner way to log every customer interaction in one place.
Why you’ll like this template:
- Each request is funneled through a structured intake form and neatly organized by priority, concern type, or issue status
- From tracking urgent tickets to documenting follow-ups, this template brings clarity to your customer communication management processes
- You can use the template to filter unresolved messages, assign next steps, and make sure no query is missed
- It features the List View and Board View, so your team can triage issues, add context, and move requests forward without wasting time gathering context from multiple places.
✅ Ideal For: Customer service teams managing product queries, refund requests, and order support across channels
4. Customer Service Management Template
The Customer Service Management Template is built for support teams who want to collect, organize, and resolve every type of customer inquiry. As soon as a customer fills out the service request form, their entry is instantly turned into a task and routed into your Tickets list. Each request is tracked with fields like assignee, due date, requestor email, and satisfaction score, so nothing gets buried in your inbox.
Why you’ll like this template:
- Group tasks automatically by status, such as Resolved, In Progress, Needs Clarification, Escalated, or Pending
- Label tickets with color-coded categories like Feedback, Bug, Complaint, or Cancellation, which gives your team instant clarity on what kind of issue they’re dealing with
- If a task needs to be escalated, you can simply move it to a new status and reassign it in seconds
- also makes it easy to filter by customer sentiment or SLA urgency using custom tags and satisfaction ratings, so your team can prioritize the right conversations
✅ Ideal For: Customer service managers and support ops leads handling large volumes of service requests
5. Customer Satisfaction Survey Template
The Customer Satisfaction Survey Template helps QA managers understand and improve internal processes to make clients happier. With built-in Forms, custom rating fields, and smart categorization, you can collect satisfaction data across service, clarity, helpfulness, and issue resolution in one place.
Why you’ll like this template:
- Once the responses roll in, sort feedback by theme or score to pinpoint areas that need work
- Track patterns, such as unresolved queries or low clarity ratings
- Assign action items to the right teammate so that you can meet your customer service goals
✅ Ideal For: Support leads and QA teams looking to track and act on customer satisfaction signals
💡 Pro Tip: Want a way to sort customer feedback from your Forms by sentiment automatically? Try Brain‘s Contextual AI assistance right within your workspace. This smart AI assistant understands your workspace data—tasks, docs, people—to bring you insights that matter for your roles, business, and industry.
Watch this video to learn more about using AI in customer service:
6. Customer Needs Analysis Template
The Customer Needs Analysis Template gives product and CX teams a repeatable structure to organize, analyze, and act on what new customers truly want.
Why you’ll like this template:
- It combines linked fields for external data (like evaluation forms and survey results) with clear progress tracking, role-specific assignments, and visual milestones across every research phase
- From identifying decision-makers to mapping needs to your offering, everything is built to move fast without skipping steps
- You also get 12 pre-built subtasks that walk your team through the full journey, like data gathering, analysis, documentation, and GTM alignment
✅ Ideal For: CX leads and product managers running user analysis or pre-launch customer discovery
Of course, even with a clear plan, it’s easy to feel pulled in ten different directions. That’s another area where Brain really shines. Just ask it, ‘What should I focus on today?’ and it’ll sort through your tasks and tell you exactly what needs your attention.
📮 Insight: A typical knowledge worker has to connect with 6 people on average to get work done. This means reaching out to 6 core connections on a daily basis to gather essential context, align on priorities, and move projects forward.
The struggle is real—constant follow-ups, version confusion, and visibility black holes erode team productivity. A centralized platform like , with Connected Search and AI Knowledge Manager, tackles this by making context instantly available at your fingertips.
7. Customer Problem Statement Template
The Customer Problem Statement Template helps UX researchers and product managers break down barriers that stop customers from reaching their goals. It includes docs for profiling the customer, identifying their goals, mapping roadblocks, and tracing the root cause behind those barriers.
Why you’ll like this template:
- Each section prompts teams to review immediately why these problems exist and what emotional weight they carry
- It helps you prioritize changes that actually move the needle
- You can use it as a starting point to guide interviews, consolidate insights, and align internal teams around high-impact customer issues
✅ Ideal For: UX teams and product managers capturing friction points to guide product or service improvements
8. Customer Success Plan Template
Managing dozens of clients with different service types, contract stages, and expectations? This Customer Success Plan Template keeps all details, such as contract value, service type, and contact information, in one place for customer success teams.
Why you’ll like this template:
- It acts much like a customer success software to help you track each client’s service tier, agreed rate, project progress, and success status
- Every client card acts like a live dashboard, showing location, PDF contracts, and a visual progress bar
- You can group clients by lifecycle stage (like onboarding, retention, or at-risk), assign ownership to internal team members, and instantly see where support is lagging
- It helps you manage client expectations, deliver consistent value, and improve retention through visibility and automation
✅ Ideal For: Customer success managers and onboarding leads who want to track multi-stage customer journeys
9. Client Success Template
The Client Success Template provides your onboarding and customer success teams a structured way to track client health, organize handoffs, and address risks before they snowball.
Why you’ll like this template:
- Keep your team in sync with views grouped by account health and pre-built fields for NPS scores, engagement levels, and last touchpoints
- Monitor every client’s status, standardize onboarding and support processes, and ensure no account gets neglected
- Use checklists to break down onboarding or renewal steps into repeatable workflows
- To save time, Automations trigger updates when milestones are reached, send alerts when client health drops, or notify owners when follow-ups are due
✅ Ideal For: Customer success managers and onboarding teams who want to improve client retention and stay proactive with every client
Want to learn more about how you can automate most of your daily, mundane workflows? Check this video out!
10. Customer Support Template
The Customer Support Template gives your support department a two-tiered structure to manage support requests based on urgency, complexity, and escalation path. You can also view everything from one command center: open tickets, progress bars, flagged priorities, contact details, and assignee workloads.
Why you’ll like this template:
- Group tasks by status (like ‘on hold’ or ‘in progress’)
- Tag issues by type (product help, bug report, improvement request)
- Auto-assign issues to the right person for the job using AI Assign
- Got a ticket that’s dragging? Move it to Tier 2 with a click and get it on a senior agent’s radar
- Use Dashboards to know exactly where things are stuck, what’s overdue, and how much work is sitting unassigned
✅ Ideal For: Customer service teams, support ops leads, and helpdesk managers who want clearer workflows and faster resolutions
Check out how to get AI to do task assignemnt and prioritization for you in :
11. Customer Service Escalation Template
The Customer Service Escalation Template helps streamline ticket resolution by organizing requests into Tier 1 and Tier 2 categories. Before building your escalation workflow, you can define what qualifies as a low-priority request versus a critical issue that needs immediate attention.
Why you’ll like this template:
- Once priorities are defined, create tasks and delegate responsibilities easily, based on issue type, urgency, or team specialization with Tasks
- With a centralized view of status, assignee, and category, your team can tackle customer service challenges such as refunds, replacements, and follow-ups with clarity and accountability
- No ticket goes untracked, and every high-impact issue is routed to the right person at the right time
✅ Ideal For: Customer service leads and escalation teams handling high-ticket volumes or service-level agreement (SLA) response times
12. Customer Needs Analysis Template
Before you can improve customer satisfaction, you need to understand exactly what your current and prospective customers need.
The Customer Needs Analysis Template helps you gather pain points, organize feedback, and turn insights into action. From identifying primary decision-makers to aligning your offer with potential customers’ expectations, each step is laid out as a clear, manageable task.
Why you’ll like this template:
- Start by defining your analysis directly on Goals
- Set clear objectives around what you want to learn and how that information will shape your product or service strategy
- Use the built-in subtasks to collect, analyze, and act on real customer insights, keeping your team aligned from discovery to implementation
By the end of this workflow, you’ll have a documented plan to improve customer satisfaction and a clear strategy tailored to both existing and potential customers.
✅ Ideal For: Marketing teams, product managers, and customer experience leads who want to align product or service development with the real needs of potential and existing customers
13. Help Desk Template
Support teams often juggle hundreds of incoming issues—billing problems, product questions, technical bugs—from customers with different needs, tiers, and urgency levels. The Help Desk Template comes with a centralized, filterable board view, where QA Score, issue type, customer segment, and subscription level organize every ticket.
Why you’ll like this template:
- You can group tickets by priority, assign owners, flag problematic accounts, and add subtasks for follow-up actions
- Use the QA Score columns to assess service quality or track satisfaction trends across customers and issue types
For example, your team can quickly compare how VIP customers rate the resolution speed compared to regular customers. Over time, this gives you actionable insights to adjust staffing, training, or escalation paths.
✅ Ideal For: Support service managers looking to streamline help desk processes, reduce response times, and improve service quality
14. Client Success Collaboration Template
You can’t collect great client reviews without first creating an outstanding client experience. And managing client experience takes a shared system where sales, onboarding, and delivery teams can track progress and keep every client moving forward. The Client Success Collaboration Template gives you that system.
Why you’ll like this template:
- Start with the New Client Endorsement Form to capture important context from the first interaction
- During onboarding, fill out the Endorsement Document in Docs to record goals, blockers, and opportunities. Sales can focus on objectives while production notes down technical needs or feature alignments
- All of it feeds into the Endorsement Pipeline—a visual board that shows where each client stands, from new to endorsed
- You can drag cards through each stage and break down action items into subtasks. This makes it easy to coordinate across teams and keep momentum going from kickoff to full endorsement
✅ Ideal For: Success and onboarding teams who want to turn strong client relationships into confident, well-timed testimonials and long-term advocacy
15. Likert Scale Template
The Likert Scale Template helps marketing and product teams create surveys that capture customers’ feelings about your product, service, or experience. When discussing satisfaction, ease of use, or likelihood to recommend, this template provides the structure you need to collect clear, actionable responses.
Why you’ll like this template:
- Customize your rating scale with fields marked 1–5 to reflect the intensity or frequency of customer sentiment
- Add Custom Fields like Department, Email, or Product Tier to segment responses and spot trends across different client types
- Use the built-in checklist to quickly score responses and evaluate how customers perceive your product positioning
Because the format is simple and familiar, it’s easy for clients to complete—and even easier for your team to analyze. If you’re looking to gather structured, scalable customer reviews that are easy to quantify, this template is a great starting point.
✅ Ideal For: Marketing teams and product leads who want to quantify customer feedback
16. Sales Annual Client Review Template by Template.Net
This Sales Annual Client Review Template by Template.Net gives account managers a structured format to present revenue achievements, customer retention data, and collaborative wins, while also creating space for open client feedback.
You can use it to review past performance, share market trends, and align on future goals. With sections for client input, it doubles as a customer review template that captures insights you can later use to improve service delivery or even inform online reviews and advocacy programs.
It’s useful when multiple stakeholders are involved, and clarity across goals, feedback, and next steps is essential.
✅ Ideal For: Account managers conducting formal annual reviews with strategic or high-value clients
17. Sales Customer Feedback Template by Template.Net
The Sales Customer Feedback for Review Template by Template.Net helps clients share detailed feedback about their experience with your sales team. It covers specific categories like timeliness, product knowledge, follow-up consistency, and personalization.
It’s useful after a deal closes or during quarterly account check-ins, giving clients a way to express their thoughts. A happy customer might highlight what made the experience exceptional, while others can provide constructive input to help strengthen your sales process.
✅ Ideal For: Sales managers and client-facing teams collecting post-sale feedback to build long-term client trust
Turn Client Feedback into Action with
Asking for client feedback can feel awkward, and sorting through it even more so. You’re chasing down responses, trying to make sense of scattered answers, and wondering if any of it will actually help. That’s a lot of time wasted on insights you might be able to use.
makes all of these a thing of the past. With pre-built templates for every kind of client interaction—from onboarding to product feedback to success check-ins—you can collect, organize, and act on reviews without lifting a spreadsheet. Forms feed directly into tasks, while Automations handle follow-ups. All this while, Custom Fields help you filter responses by product, customer type, or sentiment, so your team always knows where to focus next.
No more guessing what clients are thinking. Just structured, actionable input that makes your services sharper and your relationships stronger.
Take advanatge of it. Get started with for free today!
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