6-Month Client Evaluation Form

6-Month Client Evaluation

Help us assess our performance and continuously improve our partnership

Client Information

Company Name

Contact Person

Date Completed

Section 1: Strategic Alignment

How well are we aligned with your overall goals and vision?

We understand your business and industry.

Completely - You have deep expertise in our industry and consistently demonstrate understanding of our unique challenges and opportunities. Mostly - You understand our business well and occasionally provide industry-specific insights that add value. Somewhat - You have basic understanding of our business but sometimes miss industry nuances. Limited - You're still learning our business and often need clarification on industry-specific matters. Not at all - There's a significant gap in understanding our business model and industry dynamics.

We understand your short- and long-term goals.

Completely - You clearly understand both our immediate needs and long-term vision, and align all recommendations accordingly. Mostly - You understand our goals well and usually make recommendations that support them. Somewhat - You understand our basic objectives but sometimes miss strategic nuances. Limited - You need regular reminders about our priorities and goals. Not at all - There's often misalignment between your recommendations and our strategic direction.

Additional Comments

6-Month Client Evaluation Form

6-Month Client Evaluation

6 Month Client Evaluation

Help us assess our performance and continuously improve our partnership

Client Information

Company Name

Contact Person

Date Completed

Section 1: Strategic Alignment

How well are we aligned with your overall goals and vision?

We understand your business and industry.

We understand your short- and long-term goals.

Perfectly aligned - Every recommendation and strategy clearly supports both our immediate needs and future vision. Well aligned - Most of your strategies support our goals, with occasional need for realignment. Generally aligned - You understand our main objectives but sometimes miss the strategic nuances. Partially aligned - There are gaps in understanding our priorities and how they connect. Misaligned - Your understanding of our goals needs significant improvement to be effective.

Our marketing strategies align with your business objectives.

Seamlessly - Every campaign and initiative directly advances our business goals and feels integrated with our overall strategy. Strongly - Most marketing efforts clearly support our objectives with good strategic connection. Adequately - The connection exists but could be stronger and more intentional. Loosely - Some strategies feel disconnected from our core business objectives. Poorly - Marketing feels like it's operating independently of our business strategy.

Our team brings strategic insights to the table.

Consistently brilliant - You regularly challenge our thinking and bring fresh perspectives that improve our approach. Often valuable - You provide good strategic thinking that enhances our marketing efforts. Sometimes helpful - You offer useful insights when prompted but could be more proactive. Rarely strategic - Most input feels tactical rather than strategically transformative. Purely executional - We're not seeing the strategic partnership we need for growth.

Open Feedback

Section 2: Execution & Deliverables

How satisfied are you with the quality and delivery of our work?

The quality of deliverables (design, content, campaigns).

Exceptional - Every deliverable exceeds expectations and elevates our brand significantly. Consistently high - Work quality is strong and meets our brand standards with minor revisions needed. Generally good - Most deliverables meet expectations but some require significant revisions. Below expectations - Quality is inconsistent and often requires multiple rounds of feedback. Disappointing - Deliverables frequently miss the mark and don't reflect our brand appropriately.

Timeliness of delivery.

Always on time - You consistently deliver ahead of deadlines, giving us time for proper review. Reliably punctual - Deadlines are met consistently with good communication about timing. Usually on time - Most deadlines are met but occasionally we need to adjust timelines. Often delayed - Deadlines are frequently missed, causing stress on our end. Consistently late - Poor timing is affecting our ability to execute campaigns effectively.

Attention to detail.

Meticulous - Everything is polished and error-free, showing careful consideration of every element. Very thorough - Details are generally well-handled with minimal corrections needed. Adequate care - Basic details are covered but some refinement is usually needed. Somewhat careless - Regular errors and oversights require our close review and correction. Needs improvement - Too many mistakes and missed details are slipping through quality control.

Innovation and creativity in campaigns.

Groundbreaking - You consistently surprise us with fresh, innovative approaches that set us apart. Creative and fresh - Campaigns show good creativity with some truly innovative elements. Adequately creative - Ideas are solid but could push boundaries more to stand out. Somewhat predictable - Campaigns feel safe and could benefit from more creative risk-taking. Uninspiring - Work feels generic and doesn't capture the innovation we need to compete.

Open Feedback

Section 3: Communication & Collaboration

How effective is our communication and collaboration process?

Responsiveness and availability of our team.

Always accessible - You respond quickly and are available when we need you, making us feel prioritized. Very responsive - Communication is timely and we rarely have to wait long for responses. Generally available - Response times are reasonable but occasionally we need to follow up. Slow to respond - We often wait longer than comfortable for replies and updates. Hard to reach - Poor responsiveness is impacting our ability to move projects forward efficiently.

Clarity and transparency in communication.

Crystal clear - Information is always transparent, well-organized, and easy to understand. Very clear - Communication is generally straightforward with minimal confusion. Usually clear - Most communication is understandable but sometimes requires clarification. Often confusing - We frequently need to ask for clarification or more detail. Unclear and frustrating - Communication issues are creating misunderstandings and project delays.

Ease of collaboration with our team.

Seamless partnership - You work effortlessly with our team and feel like a natural extension of our organization. Very collaborative - Working together is smooth and productive with good team chemistry. Generally smooth - Collaboration works well but could be more integrated and efficient. Somewhat difficult - Collaboration requires more effort than it should to be effective. Challenging - Working together feels forced and doesn't flow naturally for either team.

How well we handle feedback and revisions.

Exceptionally receptive - You welcome feedback enthusiastically and implement changes thoughtfully and quickly. Very receptive - Feedback is handled professionally with good understanding of our requests. Generally responsive - Most feedback is incorporated well but sometimes requires additional explanation. Somewhat resistant - Feedback implementation feels reluctant or incomplete at times. Poorly handled - Feedback sessions feel defensive and revisions don't address our core concerns.

Open Feedback

Section 4: Results & ROI

How well are we delivering measurable value and return on investment?

You are seeing measurable results from our efforts.

Outstanding results - We're seeing significant, measurable improvements across all key metrics. Strong performance - Results are clearly positive and trending in the right direction consistently. Some progress - We can see improvements but they're not as significant as we'd hoped. Minimal impact - Results are hard to detect and don't justify the investment yet. No clear results - We're not seeing the measurable impact we need to validate this partnership.

We track and report performance effectively.

Excellent reporting - Data is comprehensive, insightful, and helps us make better business decisions. Good tracking - Reports are clear and useful, giving us confidence in campaign performance. Basic reporting - We get the data we need but could use more strategic insights and analysis. Limited tracking - Reports lack depth and don't help us understand what's working or why. Poor reporting - We struggle to get clear performance data and actionable insights from campaigns.

Our efforts contribute to your bottom line.

Significant revenue impact - Your work directly drives sales and measurably improves our financial performance. Clear business value - We can connect your efforts to improved business outcomes and revenue growth. Some business impact - There's value but the connection to bottom-line results could be stronger. Unclear contribution - We struggle to see how marketing efforts translate to actual business results. No measurable impact - Marketing feels disconnected from business outcomes and revenue generation.

You feel confident in the long-term value we provide.

Completely confident - This partnership is clearly a strategic investment that will drive long-term growth. Very confident - We see strong potential for continued value and positive ROI over time. Moderately confident - We believe there's value but need to see more consistent results to be certain. Somewhat uncertain - Long-term value isn't clear and we're evaluating whether to continue. Not confident - We question whether this investment will provide the long-term value we need.

Open Feedback

Section 5: Relationship & Trust

How do you feel about our partnership and working relationship?

We act as a trusted extension of your team.

Completely integrated - You feel like part of our internal team and we trust you with our most important initiatives. Strong partnership - We have high trust and confidence in your judgment and recommendations. Good working relationship - Trust is building but we still need to oversee most decisions closely. Limited trust - The relationship feels more transactional than truly collaborative. Lack of trust - We don't feel comfortable giving you autonomy and must micromanage most work.

You feel heard and valued as a client.

Completely valued - Every interaction makes us feel like a priority and our input is genuinely appreciated. Well cared for - We feel heard and our concerns are addressed promptly and thoughtfully. Generally heard - Most of the time we feel valued but occasionally feel overlooked. Sometimes ignored - We don't always feel like our input carries weight in decisions. Undervalued - We often feel like just another account rather than a valued partnership.

You would recommend us to others.

Enthusiastic advocate - We actively recommend you and would stake our reputation on your capabilities. Happy to recommend - We would confidently refer others to you for similar needs. Conditional recommendation - We might recommend you depending on the specific situation and needs. Unlikely to recommend - We wouldn't feel comfortable referring others until we see improvements. Would not recommend - We cannot in good conscience refer others based on our current experience.

You are likely to continue working with us.

Definitely continuing - This partnership is essential to our success and we're planning long-term collaboration. Very likely - We're satisfied and see no reason to look elsewhere for marketing support. Probably continuing - We'll likely renew but are always evaluating our options and needs. Uncertain future - We're actively considering whether this partnership is the right fit going forward. Likely ending - We're probably going to look for alternative marketing solutions soon.

Open Feedback

Section 6: Looking Forward

Help us prepare for your future needs and challenges

What goals or challenges are coming up in the next 6 months that we should plan for? (Please list any product launches, seasonal campaigns, growth plans, etc.)

Are there any additional services or support you wish we offered?

Any final comments, concerns, or suggestions?