Post-Meeting Surveys
Remo includes a survey system that collects client feedback after appointments. This gives you consistent, structured data about client satisfaction — your team closes out the meeting, and Remo does the asking, collecting, and reporting.
What Sends a Survey
Surveys don't go out on a timer, and a meeting that simply passes its date and time produces nothing. There is exactly one trigger: someone on your team clicks Mark completed on the meeting, either on Communication → Schedulings or from the meeting attached to the chat.
Two consequences follow from that, and both surprise people:
- Cancelled and denied meetings never generate a survey. Only a completed one does.
- A meeting nobody marked completed never surveys anyone, no matter how long ago it happened.
So when a client didn't get a survey, the reason is almost always that the meeting was never marked completed.
How Surveys Work
Once the meeting is marked completed, the client receives a link to a short feedback form over WhatsApp. They fill it out at their convenience, and the results are 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. Every response, averaged and charted over time, lives on the Survey Results page.