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Step-by-step guide to survey your customers

Reporter 2 minute read

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Step 1:

Set up an email with your client list in the BCC field.

Feel free to use the below email text in your message to your clients.

Subject line: Borrower Experience Survey — your input required

 

Dear Sir/Madam,

I hope you are well.

I’m writing to you to ask for two minutes of your time to complete a short survey on your borrowing experiences.

You may or may not be aware that legislative changes are being considered which may impact the ways in which you are able to access finance in the future. To ensure that your experiences are considered in the conversation, I’d be grateful if you could share your thoughts in this quick survey.

The survey is anonymous and responses will only be viewed in aggregate. Further, none of your personal details will be used by any third parties whatsoever.

You can participate by following this link: https://www.research.net/r/BorrowerExperienceSurvey.

If you have any questions, please do not hesitate to contact me directly.

 

Regards,

 

Step 2:

Send to your clients via email

Step 3: 

Feel free to share this link on your social media, including LinkedIn, Facebook and Twitter

https://www.research.net/r/BorrowerExperienceSurvey

You may wish to use this text:

Around half of all borrowers now choose a broker over a bank branch, and we’d like to find out what kind of experience you had and how you may choose to secure a mortgage in the future.

You may or may not be aware that there are legislative changes that are being considered which may impact the ways in which you are able to access finance in the future. We ask that you please contribute to ensure that your experiences are considered in the conversation.

The survey is anonymous and responses will only be viewed in aggregate. Further, none of your personal details will be used by any third parties whatsoever.


If you have any questions, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Step-by-step guide to survey your customers
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