NPS Survey & Action Plan
Close the loop on NPS: collect responses, segment promoters/passives/detractors, run root-cause on detractors, build a per-segment action plan, and verify follow-up actually shipped. Built for customer success teams, structured execution with approval gates and an audit trail.
For: CSM teams running nps survey & action plan
What this template includes
Process steps
- 1NPS intake & response collection
- 2Score segmentation & headline metrics
- 3Detractor root-cause analysis
- 4Action plan & decision
- 5Detractor outreach execution
- 6Follow-up verification & cycle close
Why teams use this template
Close the loop on NPS: collect responses, segment promoters/passives/detractors, run root-cause on detractors, build a per-segment action plan, and verify follow-up actually shipped. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. NPS Survey & Action Plan gives you a 6-step process with 2 checkpoints so nothing slips between handoffs.
Built for teams led by CSM: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("NPS intake & response collection" and "Score segmentation & headline metrics") cannot be skipped, they're where the run produces evidence the next stage depends on. You start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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