Close the loop

Specialised Action Reports prompt staff to take follow-up action with clients. Capture key issues for easy sharing throughout the practice.

Communicate internally

Managers can use flags, notes and messages to request particular follow-up action from staff.


Leverage our experience

We provide scripts and support to guide you through important follow-up conversations.

Use our templates

We have tested templates for tailored responses to promoters, neutrals and detractors on survey results and next steps.