Post-Meeting Surveys
Remo includes an automated survey system that collects client feedback after every appointment. This gives you consistent, structured data about client satisfaction — without requiring any manual follow-up from your team.
How Surveys Work
After a meeting takes place, Remo automatically sends the client a link to a short feedback form. The client fills it out at their convenience, and the results are instantly saved to your analytics dashboard.
The survey is designed to be quick — most clients complete it in under 2 minutes.
What the Survey Asks
Clients rate their experience across several areas:
| Question | Scale |
|---|---|
| Overall satisfaction | 1–5 stars |
| How quickly their inquiry was handled | 1–5 |
| How helpful the bot's information was | 1–5 |
| Whether the appointment was organized correctly | 1–5 |
| Clarity of all communications | 1–5 |
| Rating of the property or product they visited | 1–5 |
| Would you recommend us? | Yes / No |
Clients can also leave written responses to:
- Open-ended feedback — what did they think overall?
- Suggested improvements — what could be done better?
- Reason for not proceeding — if they decided not to move forward, why?
Viewing Results
All survey responses are available in the Survey Results section of the Analytics dashboard. There you can view:
- Aggregated average scores across all surveys
- Individual survey responses per client
- Trends over time — are scores improving or declining?
- Written comments and open-ended feedback
Why This Matters
Survey data gives you direct, unfiltered insight into:
- Appointment quality — are clients having positive visits?
- Bot performance — is the AI answering pre-visit questions well?
- Conversion blockers — what's stopping clients from moving forward?
- Team performance — how are agents handling escalated conversations?
The "reason for not proceeding" field is often the most valuable data point. Patterns in this field reveal whether clients are stopping due to price, product fit, competitor offers, or something else — information you can act on.