Account Manager Performance Survey
Clients rate their AM: knowledge, advocacy, and being more than a renewal reminder.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Clients experience your company as one person: the account manager. This survey has clients rate that experience directly – product and industry knowledge, internal advocacy when the client needs something fixed, meeting usefulness, and the distinction clients feel keenly: partner in their success versus renewal reminder with a calendar.
Use it across the book of business to norm AM scores fairly, and share each AM their verbatims; nothing coaches account management like the client's own words.
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Page 1
About your account manager
This survey asks how your account manager is serving you. Your answers help us support them and improve how we look after clients. It takes about 2 minutes.
Q1.How would you rate your account manager on each of these?*
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Knowledge of the product | |||||
| Understanding of YOUR business | |||||
| Fighting your corner internally | |||||
| Usefulness of check-ins and QBRs | |||||
| Reachability |
Q2.Honestly, your AM feels like...*
- A partner in our success
- A competent service contact
- A renewal reminder with a calendar
Q3.What should your AM do more of?
Q4.What should they stop doing?
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