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The Survey Call Toolkit: Questions That Strengthen Relationships
What You’ll Learn Section
Customer feedback is one of the most powerful tools for improving service and building loyalty, yet it’s often overlooked in outbound programs. This white paper explains how to conduct survey and feedback calls that feel genuine, respectful, and insightful. You’ll learn how to gather actionable data while strengthening relationships and opening the door to future sales.
- The 5-step framework for conducting feedback calls that customers appreciate
- How to ask permission, set expectations, and encourage open responses
- Proven questions that reveal satisfaction levels, unmet needs, and new opportunities
- Coaching tips for handling criticism with empathy and curiosity
- How feedback programs can increase retention and create natural upsell opportunities
Feedback calls don’t just collect data—they build trust. Use this guide to train your agents in gathering valuable insights that improve customer experience and uncover paths to long-term growth.
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Putting this system into practice requires consistent drills, coaching, and measurement. Partner with a team that already runs this playbook so you can accelerate adoption, free up manager time, and see measurable improvements in connect and conversion rates.
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We build and train outbound programs across industries—from healthcare to tech. Everything we share here is tested in real campaigns and proven to work.

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