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sales

survey-feedback-pipeline

Design survey campaigns, connect to external survey tools, import responses into the vault as `feedback` entities, and synthesize results into actionable reports. Bridges the gap between external collection tools and vault-based decision making.

Inputs

  • survey_type — csat | custom | exit-survey | nps | pmf | supplier-review
  • target_audience — Who receives the survey
  • client_id — Client the survey belongs to, when client-scoped
  • survey-templates — loaded from your vault context
  • profile — loaded from your vault context
  • form_url — Google Form or response-sheet URL
  • survey_ref — Existing survey note to attach responses to
  • csv_path — Response export to import
  • responses — Responses entered directly, one object per respondent
  • survey_ref — Survey whose responses are to be themed and scored
  • client-feedback — Prior feedback records for this client — themed alongside new responses.
  • supplier-profile — Supplier context when the survey targets a supplier rather than a client.
  • survey_ref — Survey to report on; defaults to all active campaigns
  • survey-records — Survey campaign records — the source of active-campaign status.

How you ask

  • Design a client NPS survey for Q1 and set it up in Google Forms
  • Import the latest responses from our Google Forms feedback sheet
  • I just got verbal feedback from the client on a call, capture it in the vault
  • Synthesize all feedback we've collected from the Q4 client satisfaction survey
  • Show me the status of all active survey campaigns

Outputs

  • campaign-dashboard (markdown)
  • imported-responses (markdown)
  • survey-campaign (markdown)
  • synthesis-report (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Product Manager]