Section 4:
What is and isn’t working
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Select...
Yes
No
Not sure
I haven’t adopted any digital tools for client communication
14. Have you seen measurable results from adopting digital tools for one-on-one client communication?
(Choose one)
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Select...
Faster response times
Improved customer satisfaction
Fewer missed messages or follow-ups
Better visibility or reporting across teams
Time savings for staff
Cost savings
Increased revenue or conversion rates
Improved customer retention
We haven’t seen measurable benefits yet
15. What is the biggest measurable benefit you’ve seen so far from digitizing one-on-one client communication?
(Choose one)
settings
Select...
Not interested
Somewhat interested — we’re curious but haven’t explored it yet
Interested — we’re researching AI solutions now
Very interested — we’re actively planning to implement AI tools
16. How interested is your team in exploring AI-powered tools for client communication — like automated chat, conversation summaries, or suggested replies — over the next 12 months?
(Choose one)
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17. What digital tools, processes, or tactics are working best for your team right now?
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18. What’s not working or causing the most frustration with your client communication setup?
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Finish survey →
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