Client onboarding survey software for agencies and service teams
Asked is client onboarding survey software for agencies, consultancies and SaaS teams. You send a short survey in the first two weeks, new clients answer by text, voice or video in about two minutes, and AI groups what they said into themes with quotes, so you see what is confusing, slow or promised and not delivered before it turns into churn.
Why the first 30 days decide the account
Most clients who leave in month six decided in month one. The kickoff call went well, then the access requests dragged, nobody explained the reporting rhythm, and the person who signed is not the person who now has to use the work. They rarely say so. They go quiet and renew late, or not at all.
A form with five rating questions catches the mood but not the cause. A client who gives you a 3 out of 5 will not type three paragraphs about it. The same client will say it in thirty seconds on a voice note while walking to a meeting, and the cause is usually specific: "I still do not know who to message when something breaks."
- Send the survey on day 10 to 14, after the first real deliverable, not on day 1.
- Ask three things at most: what was clearer than expected, what is still unclear, and what almost made you hesitate.
- Let the client choose how to answer. Voice gets the most detail, text gets the most answers from people on a train.
- Reply to every answer within two working days, even if only to say you read it.
What Asked does for client onboarding feedback
- A short survey with a rating and two open questions, answered by voice, video or text.
- A link per client, so answers stay tied to the account without the client creating a login.
- Automatic transcripts for every recording, searchable across all your clients.
- Themes with sentiment and the exact quotes behind each theme, so you can see that six of ten new clients struggled with the same step.
- Separate surveys per service line, for example web build versus retainer, read together or apart.
- Share by link, email, QR code or a message in your project tool, and export to CSV and PDF on every plan.
- Webhooks on Business and up to push finished responses to your own systems.
Pick the questions
Describe the check, for example "how did the first two weeks of the website project feel for the client". Asked drafts a survey with one rating and two open voice questions, and you edit it.
Send it after the first deliverable
Email the link from the account lead, not from a no-reply address. A personal note with the client's first name gets far more answers than a system message.
The client answers in two minutes
They tap a rating and record a short voice note or type. No login, no app.
Read the themes and fix the pattern
Open the summary to see the themes across all new clients and the quotes behind each. Change the kickoff checklist once, instead of apologizing to each client separately.
Who buys client onboarding survey software
- Agency owners and account directors who lose clients between month two and month six and do not know why.
- Consultancies and fractional teams that want proof of a smooth start to show the next prospect.
- Customer success leads at SaaS companies who need honest feedback on implementation, not only a satisfaction score.
- Managed service and IT providers onboarding several clients a month who need to spot a broken handover early.
- Teams that also collect feedback at the end of an engagement, covered on the client feedback software page, and teams that ask why accounts leave with exit survey software.
If you record a personal welcome video for every new client, a voice and video clone such as idclone.com can take most of that repetition off you while the survey link stays personal.
Ways to collect onboarding feedback compared
| Approach | Check-in call | Form tool | Asked |
|---|---|---|---|
| Time per client | 20 to 30 minutes of staff time | A few minutes to read | Two minutes of the client's time, nothing to schedule |
| Honesty | Clients soften what they say to your face | Short and polite | Private voice or text answer, often blunter and more useful |
| Open answers | Notes written from memory | Typed, often skipped | Voice, video or text with transcripts |
| Seeing the pattern across clients | Hard, lives in different heads | Manual reading | Automatic themes with quotes |
| Best for | A premium account where the relationship is the product | A quick score | Teams onboarding several clients a month who need to fix the process |
Keep the check-in call for your biggest accounts. The survey is what tells you which calls to make first.
Client onboarding survey software pricing
Clients who answer never count as seats, so you pay for the team that reads results. Starter is $49 a month or $24 billed yearly with 5 active surveys and 500 responses a month. Growth is $129 a month or $64 billed yearly with 25 surveys, 2,500 responses and 5 seats, enough for an agency onboarding dozens of clients a quarter across several service lines. Business is $299 a month with 15 seats. See pricing for every plan.
FAQ
A client onboarding survey is a short set of questions sent in the first weeks of a new engagement to learn how the start felt: what was clear, what was confusing and what slowed things down. It lets you fix process problems while the client is still deciding whether to stay.
Send it 10 to 14 days after kickoff, once the client has seen a first deliverable or finished setup. Day one is too early to have an opinion. After 30 days the issues have hardened. A second short check at day 60 works for longer projects.
Keep it to three. Ask for a rating of how the start went, then ask what has been clearer than expected and what is still unclear. A third open question, what almost made you hesitate, often surfaces the real risk. Offer voice or video answers.
Yes. Clients open the link in a browser, tap record and talk for 30 to 60 seconds, or type if they prefer. No account or app is needed. Asked transcribes each recording and groups the answers across clients into themes with quotes.
Asked starts at $49 a month, or $24 a month billed yearly, with voice and video answers and AI themes on every plan. Pricing is per workspace, so clients never count as seats. Growth at $129 a month fits agencies with several service lines.
Find out how the start felt before the first invoice
Describe the check you want to run and Asked drafts the onboarding survey, ready to send today.