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Measure Customer Loyalty with Net Promoter Score

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Net Promoter Score Survey

Collect scores, send follow-ups, and review your results!

Hi there. 👋

My name is Jason. I’m a Customer Success Manager @ Coda. Thanks for checking out my doc! The goal of this doc is to enable just about anyone to easily conduct a customer loyalty survey.
As many of us in client-facing roles know, customer loyalty is the lifeblood of any business. It’s always top-of-mind. But it’s not easy to keep a pulse on customer sentiment overtime. And in my experience, measuring customer loyalty often requires a tangle of tools and manual follow-up emails.
So I made this doc to help!

What does this doc do?

You can certainly run one of these surveys through a marketing automation tool (e.g. HubSpot) if you have one. Or maybe you have extra budget for feedback management software (e.g. Listen360). But many companies don’t have dedicated tools like this to run a customer loyalty campaign. So instead of investing in yet another piece of software, let’s flex the power of Coda! In this doc, building blocks like , , and unlock the following functionality:
Generate a survey:
Collect and report on your responses:
Calculate your overall NPS score:
Automatically send follow-up emails:
Don’t forget to connect your Gmail account:

What is NPS (Net Promoter Score)?

The Net Promoter Score, or NPS, is a simple survey method to help you determine how loyal your customers are. NPS is a customer satisfaction metric that measures, on a scale of 0-10, the degree to which people would recommend your company to others. It’s also a great way to surface customers who are at risk of churning.
🤩 Promoters are customers who give your product a 9 or 10 rating.
😕 Passives are customers who give your product a 7 or 8 rating.
😡 Detractors are customers who give your product a 0 to 6 rating.

To get started, copy this doc! ✨
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What is Coda?

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of applications into a single new canvas. Coda brings your work into one super doc 💪 📄

Who made this doc?

Jason Allenstein 2x.png
My name is . I’m a Customer Success Manger at Coda. You can read more about our awesome Growth and Go-to-Market team
Interested in learning how I made this doc? Or if Coda might benefit your team? ...Let’s chat!

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