Key Account Health Check
A short, senior-level pulse for your most valuable accounts – beyond the day-to-day contacts.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Key accounts are managed through champions and lost through executives you never hear from. This deliberately short health check goes to senior stakeholders at your top accounts – the people too busy for a full survey – and asks only what predicts the renewal: strategic value, executive confidence, and the one thing that would make the partnership indispensable.
A few minutes of an executive's honesty outweighs fifty responses from daily users. Send it personally, from a name they know, twice a year.
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 Light 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
Two minutes on our partnership
This check-in asks how well our partnership is working for your organisation. Your answers help us see where we are valuable and where we need to do better. It takes about 2 minutes.
Q1.How strategically valuable is our partnership to your organisation?*
Q2.Compared to a year ago, that value is...*
- Growing
- Stable
- Declining
Q3.What would make us indispensable to you?*
Q4.Anything you want raised with our leadership directly?
More Customer Experience templates
Browse all Customer Experience templates
Live Chat Experience Survey
Rate wait time, helpfulness, and resolution the moment a chat session ends.
NPS Survey with Follow-up
The standard Net Promoter Score question plus the follow-ups that explain the number.
One-Year Customer Review
Twelve months in: the honest annual verdict, expectations vs reality.