Feedback Request Email for Financial Services

# Feedback Request Email - Financial Services

## Purpose
Trigger after project milestones or service delivery to gather testimonials and identify improvement opportunities.

## When to Use
A short, friendly email requesting client feedback with a link to a survey or review platform. Includes NPS-style rating option.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or Zapier)

---

Subject: We would love your feedback - it takes 2 minutes

Hi [Client Name],

Now that we have completed [Project Name / Service Delivered], I wanted to reach out and ask how your experience has been with [Company Name].

Your feedback is genuinely important to us. It helps us improve what we do and ensures we continue delivering the quality you expect.

**Could you take 2 minutes to share your thoughts?**

[Feedback Survey Link]

The survey covers three quick areas:
1. Overall satisfaction with the work delivered
2. Communication and responsiveness throughout the process
3. Whether you would recommend us to others

If you would prefer to share feedback directly, simply reply to this email. I read every response personally.

If you had a positive experience and are open to it, we would also appreciate a brief Google review. It makes a genuine difference for a business like ours: [Google Review Link]

Thank you for your time and for choosing to work with us.

Kind regards,

[Your Name]
[Your Title]
[Company Name]
[Phone Number]

---

**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, Zapier, Slack

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.