We recommend surveying your clients immediately after their Plan session(s). Designate someone on your team to email out the survey link at the conclusion of the session, to all participants.

The survey should be short, but allow you to garner feedback on what can be improved for future sessions. We also encourage you to share your feedback with us, so we can add it to the Strategy Lab.

You can use any variety of email survey forms: Survey Monkey, Typeform, Google Forms, whatever you feel most comfortable with.

Download our suggested questions and possible answers for the Plan Session Survey here - in Excel.

Before we move on to writing measurements, we'll share some tips and tricks for being successful in the Plan phase.

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