Client Offboarding Survey
When a client leaves: the real reasons, the win-back door, and the referral despite exit.
5 questions · 1 page · about 2 minutes to answer · fully editable after you start
A departing client's exit interview is the cheapest consulting you will ever receive. This offboarding survey asks the real reasons behind the polite ones, what the successor offers that you did not, whether the door stays open, and – often surprisingly – whether they would still refer you for cases unlike their own.
Handled graciously, offboarding creates future pipeline: clients leave for stage-fit reasons, remember the exit's professionalism, and return or refer when stages change.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
As we part ways
We are sorry to be ending our work together. This survey asks what drove the change and what we could have done better. It takes about 2 minutes.
Q1.What is the primary driver of the change?*
- Cost
- Service issues
- Needs outgrew the offering
- Internal change (new leadership, in-housing)
- A competitor's offer
- Other…
Q2.What does your new arrangement offer that we did not?*
Q3.Looking back at our whole relationship...
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Quality of the work | |||||
| The people you dealt with | |||||
| Value for money |
Q4.Would you consider returning if circumstances changed?
- Yes
- Possibly
- No
Q5.Any parting advice for how we serve clients?
More B2B & Client Services templates
Browse all B2B & Client Services templates
Co-Marketing Partnership Review
Joint campaigns reviewed: effort balance, lead sharing, and brand treatment.
Corporate Event Space Inquiry
Qualified venue inquiries: date, headcount, format, budget, and requirements.
Corporate Training Evaluation
Fee justified? Cohort fit, blockers to applying it, and the 30-day commitment.