Survey Script
A verbatim, tested script ensures consistent question wording, standardized probes, and a clear consent prompt that all callers use.
A standardized phone survey produces comparable, auditable customer experience data that supports quality assurance, trend analysis, and regulatory compliance where recordings or consent records are required.
Use cross-functional ownership—operations for execution, analytics for insight, legal/compliance for consent and retention rules.
A verbatim, tested script ensures consistent question wording, standardized probes, and a clear consent prompt that all callers use.
Standardized disposition codes record outcomes such as completed, refused, voicemail, or disconnected for reliable response-rate calculations and workflow routing.
Likert or numeric scales (for example 1–5) produce quantitative metrics for trend analysis and benchmarking across agents or time periods.
A clearly stated consent prompt and a recorded affirmative response document legal permission for retention and later review when required.
Automatic capture of caller ID, call time, agent ID, and call duration links survey answers to operational records and analytics.
CSV/Excel exports and dashboard-ready aggregates enable root-cause analysis, SLA measurement, and trend reporting for stakeholders.
| Field | Configuration | Setting | Value |
|---|---|
| Autopopulate Caller ID | Enable automatic Caller ID pull from telephony integration. |
| Conditional Questions | Show follow-ups only when prior answers meet criteria. |
| Recording Storage | Choose encrypted storage with retention policy settings. |
| Export Format | Select CSV or XLSX for analytics and archival export. |
Choose platforms that support required integrations, encrypted recording storage, and authentication options to match your compliance needs.
Collect feedback within 7–30 days of an interaction for valid recall.
Perform weekly quality reviews to correct transcription and disposition errors.
Escalate detractor responses within 48–72 hours for remediation.
Produce monthly aggregate reports and quarterly trend analyses.
Respond to data subject requests within statutory timeframes per policy.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card required | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |