Guided by your input, [Company Name] is expanding our commitment to higher-impact client relationships. This survey takes just 5–8 minutes and will run twice each year to track our progress.
Questions 1–3 assess whether we're meeting essential baseline expectations. Questions 4–11 explore how your Relationship Manager can better support your success.
Question 1 of 12
To what extent does our core product/service meet your expectations?
[Company Name]'s Core Product/Service is…
100% in line with our expectations
Close to our expectations
Noticeably below our expectations
Failing to meet our expectations
1 of 12
⚠ Please select an answer to continue.
Question 2 of 12
How would you rate your Relationship Manager's knowledge of [Company Name]'s products, services, and internal processes?
[RM Name] has…
Incredible fluency with the products, services, and processes of [Company Name]
Good fluency with the products, services, and processes of [Company Name]
Some important gaps in their fluency
Major gaps in their fluency
2 of 12
⚠ Please select an answer to continue.
Question 3 of 12
How would you rate the reliability of the commitments your Relationship Manager makes to your company?
People across our organization perceive [RM Name]…
Always lives up to commitments — 100% reliable
Most often lives up to commitments
Sometimes lives up to commitments
Rarely lives up to commitments
3 of 12
⚠ Please select an answer to continue.
Question 4 of 12
How well does [RM Name] create additional value by providing your team actionable perspectives that address your business goals or help resolve challenges?
Compared to other Relationship Managers we work with, [RM Name] is…
4 of 12
⚠ Please select an answer to continue.
Question 5 of 12
How well does [RM Name] engage with your team so their approach motivates stronger collaboration and greater trust between our organizations?
Compared to other Relationship Managers we work with, [RM Name] is…
5 of 12
⚠ Please select an answer to continue.
Question 6 of 12
How well does [RM Name] anticipate challenges and opportunities ahead of your company so your team can proactively navigate these circumstances vs. reacting after the fact?
Compared to other Relationship Managers we work with, [RM Name] is…
6 of 12
⚠ Please select an answer to continue.
Question 7 of 12
How well does [RM Name] demonstrate your relationship's importance to [Company Name] beyond the typical meals, hospitality events, or similar routine courtesies you can receive from all other providers?
Compared to other Relationship Managers we work with, [RM Name] is…
7 of 12
⚠ Please select an answer to continue.
Question 8 of 12
How well does [RM Name] proactively identify issues and coordinate stakeholders in both companies to prevent avoidable surprises?
Compared to other Relationship Managers we work with, [RM Name] is…
8 of 12
⚠ Please select an answer to continue.
Question 9 of 12
How well does [RM Name] build genuine rapport and respect — without relying on being liked — so that you perceive their differing viewpoints as building the relationship?
Compared to other Relationship Managers we work with, [RM Name] is…
9 of 12
⚠ Please select an answer to continue.
Question 10 of 12
How well does [RM Name] contribute to how your team frames decisions and formulates answers to questions that impact business performance and risk?
Compared to other Relationship Managers we work with, [RM Name] is…
10 of 12
⚠ Please select an answer to continue.
Question 11 of 12
How well does [RM Name] demonstrate the value of our relationship by advocating for your interests within [Company Name], even when it may require taking a firm position on your behalf?
Compared to other Relationship Managers we work with, [RM Name] is…
11 of 12
⚠ Please select an answer to continue.
Question 12 of 12
Is there anything else you'd like to share to guide us on how we better partner with you?
12 of 12
Review Your Answers
Please review your responses below. You can go back to change any answer before submitting.
Summary
✓
Thank You
On behalf of your Relationship Manager and our entire organization, we sincerely appreciate the time and candor you provided. Your input is the critical guidance for how we become a truly indispensable partner.