Client Experience survey: Emailing your clients

Step 1:

Register to generate your unique link that will attach your customer’s responses to your profile.

If you haven’t done this yet, you can do so by following this link:

Step 2:

Export your list of client email addresses from XPLAN or other customer relationship tools. Alternatively, send the email below directly via the platform.

Step 3:

Set up an email with your client list in the BCC field.

Step 4:

Email your clients with a survey invitation explaining what the survey’s purpose, time commitment and a link to how they can access the survey. Here’s an example invitation you can use:


Subject line: We would appreciate your input in this short survey.


Dear valued client,

I hope you are well.

I’m writing to you to ask for a few minutes of your time to complete a short survey about your experiences as our client.

Our leading industry publication, ifa magazine, is conducting research to better inform the industry about the value of financial advice and the important role financial advisers play in the life of their clients.

The survey is anonymous and responses will only be viewed in aggregate. Further, none of your personal details will be used by any third parties whatsoever.

The results of the survey will be used in an important professional development event aimed at improving the customer experience in financial advice and will help shape our business.

You can participate by following this link: [INSERT UNIQUE LINK]

If you have any questions, please do not hesitate to contact me directly.



If you have any questions, please contact us at [email protected]