You email a client the same questions every single time. Sometimes the replies come back in one message, sometimes scattered across three, and you’re always the one piecing the answers together afterwards. Microsoft Forms for client feedback solves this properly: one form, built once, ready to send at the end of every project from now on.
Getting Started with MS Forms walks you through building a genuine client feedback form from scratch — the right question types, the right settings for people outside your business, and a proper way to capture testimonials with permission attached.
Inside the guide you’ll find:
- How to build a form with the right question types — Text, Choice, Rating, Date, and more
- Why external respondents need Name and Email added as actual questions, since Forms won’t capture them automatically
- How to collect a testimonial with explicit permission, ready to use on your website or social media
- How to check your responses — overview, individual answers, or a synced Excel workbook
- How to send your form properly through Outlook, with scheduled sending built into your existing end-of-project process
- Why business records shouldn’t sit in your personal OneDrive, and how to move a form into a Microsoft 365 Group instead
No technical knowledge needed. No faff. Just clear, practical guidance written for solo business owners who want to get on with it.
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