Account Health Check (QBR)
This multi-page account health check survey is designed for B2B quarterly business reviews (QBRs). It comprehensively evaluates client satisfaction across product/service delivery, support quality, account management, and business value. The survey helps identify expansion opportunities, risk signals, and areas requiring immediate attention to strengthen long-term partnerships.
Try the Form
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
export function accountReviewSurvey(form: FormTs) {
// Account Health Check (QBR) - Comprehensive B2B quarterly review
// Demonstrates: Multi-page wizard, MatrixQuestion, NPS, Slider, Dynamic Sections
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Quarterly Account Health Check',
computedValue: () => 'Your feedback helps us strengthen our partnership and deliver more value.',
customStyles: {
background: 'linear-gradient(135deg, #0ea5e9 0%, #0369a1 100%)',
color: 'white',
padding: '28px',
borderRadius: '12px',
textAlign: 'center',
fontSize: '15px'
}
});
});
// ============================================
// MULTI-PAGE WIZARD
// ============================================
const pages = form.addPages('qbrPages', {
heightMode: 'current-page'
});
// ============================================
// PAGE 1: Account Context
// ============================================
const page1 = pages.addPage('context');
const contextSection = page1.addSubform('contextInfo', {
title: 'Account Information',
customStyles: { backgroundColor: '#f0f9ff', padding: '16px', borderRadius: '8px' }
});
contextSection.addRow(row => {
row.addDropdown('partnershipLength', {
label: 'How long have we been partners?',
options: [
{ id: 'less-6-months', name: 'Less than 6 months' },
{ id: '6-12-months', name: '6-12 months' },
{ id: '1-2-years', name: '1-2 years' },
{ id: '2-5-years', name: '2-5 years' },
{ id: 'over-5-years', name: 'Over 5 years' }
],
placeholder: 'Select duration',
isRequired: true
}, '1fr');
row.addDropdown('yourRole', {
label: 'Your role in the organization',
options: [
{ id: 'executive', name: 'Executive / C-Level' },
{ id: 'director', name: 'Director / VP' },
{ id: 'manager', name: 'Manager' },
{ id: 'user', name: 'End User' },
{ id: 'procurement', name: 'Procurement / Finance' },
{ id: 'technical', name: 'Technical / IT' }
],
placeholder: 'Select role'
}, '1fr');
});
contextSection.addRow(row => {
row.addCheckboxList('servicesUsed', {
label: 'Which of our services/products do you use? (Select all)',
options: [
{ id: 'core-platform', name: 'Core Platform' },
{ id: 'analytics', name: 'Analytics & Reporting' },
{ id: 'integrations', name: 'Integrations' },
{ id: 'support', name: 'Premium Support' },
{ id: 'training', name: 'Training Services' },
{ id: 'consulting', name: 'Consulting' }
],
orientation: 'vertical'
});
});
const overallHealth = page1.addSubform('overallHealth', {
title: 'Overall Relationship Health',
isVisible: () => contextSection.dropdown('partnershipLength')?.value() !== null
});
overallHealth.addRow(row => {
row.addRatingScale('npsScore', {
label: 'How likely are you to recommend us to a colleague?',
preset: 'nps',
showCategoryLabel: true,
showSegmentColors: true,
showConfettiOnPromoter: true,
alignment: 'center',
isRequired: true
});
});
overallHealth.addRow(row => {
row.addStarRating('overallSatisfaction', {
label: 'Overall satisfaction with our partnership',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
// Navigation to page 2
page1.addRow(row => {
row.addButton('toPage2', {
label: 'Next: Service Quality →',
isVisible: () => overallHealth.ratingScale('npsScore')?.value() !== null,
onClick: () => pages.goToPage('service')
});
});
// ============================================
// PAGE 2: Service Quality
// ============================================
const page2 = pages.addPage('service');
const serviceSection = page2.addSubform('serviceQuality', {
title: 'Product & Service Quality',
customStyles: { backgroundColor: '#f0fdf4', padding: '16px', borderRadius: '8px' }
});
serviceSection.addRow(row => {
row.addMatrixQuestion('serviceRatings', {
label: 'Rate the following aspects of our service:',
rows: [
{ id: 'reliability', label: 'Product/Service Reliability', isRequired: true },
{ id: 'performance', label: 'Performance & Speed', isRequired: true },
{ id: 'features', label: 'Feature Set & Capabilities', isRequired: true },
{ id: 'usability', label: 'Ease of Use', isRequired: true },
{ id: 'innovation', label: 'Innovation & Roadmap', isRequired: false },
{ id: 'documentation', label: 'Documentation & Resources', isRequired: false }
],
columns: [
{ id: 'poor', label: 'Poor' },
{ id: 'fair', label: 'Fair' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
fullWidth: true,
striped: true
});
});
const supportSection = page2.addSubform('supportQuality', {
title: 'Support & Service',
isVisible: () => serviceSection.matrixQuestion('serviceRatings')?.areAllRequiredRowsAnswered() === true
});
supportSection.addRow(row => {
row.addStarRating('supportResponsiveness', {
label: 'Support responsiveness',
maxStars: 5,
size: 'md'
}, '1fr');
row.addStarRating('supportQuality', {
label: 'Support quality',
maxStars: 5,
size: 'md'
}, '1fr');
row.addStarRating('issueResolution', {
label: 'Issue resolution',
maxStars: 5,
size: 'md'
}, '1fr');
});
supportSection.addRow(row => {
row.addThumbRating('supportMeetsNeeds', {
label: 'Does our support meet your business needs?',
size: 'lg',
showLabels: true,
upLabel: 'Yes, meets or exceeds',
downLabel: 'No, needs improvement',
alignment: 'center'
});
});
// Navigation
page2.addRow(row => {
row.addButton('backToPage1', {
label: '← Back',
onClick: () => pages.goToPage('context')
}, '100px');
row.addEmpty('1fr');
row.addButton('toPage3', {
label: 'Next: Account Team →',
isVisible: () => supportSection.starRating('supportResponsiveness')?.value() !== null,
onClick: () => pages.goToPage('team')
}, 'auto');
});
// ============================================
// PAGE 3: Account Team
// ============================================
const page3 = pages.addPage('team');
const teamSection = page3.addSubform('accountTeam', {
title: 'Account Management',
customStyles: { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' }
});
teamSection.addRow(row => {
row.addMatrixQuestion('teamRatings', {
label: 'Rate your account team on the following:',
rows: [
{ id: 'responsiveness', label: 'Responsiveness to requests', isRequired: true },
{ id: 'proactiveness', label: 'Proactive communication', isRequired: true },
{ id: 'understanding', label: 'Understanding of your business', isRequired: true },
{ id: 'strategic', label: 'Strategic guidance & advice', isRequired: false },
{ id: 'accessibility', label: 'Accessibility when needed', isRequired: true }
],
columns: [
{ id: 'needs-improvement', label: 'Needs Work' },
{ id: 'satisfactory', label: 'Satisfactory' },
{ id: 'good', label: 'Good' },
{ id: 'exceptional', label: 'Exceptional' }
],
fullWidth: true,
striped: true
});
});
const communicationSection = page3.addSubform('communication', {
title: 'Communication',
isVisible: () => teamSection.matrixQuestion('teamRatings')?.areAllRequiredRowsAnswered() === true
});
communicationSection.addRow(row => {
row.addDropdown('contactFrequency', {
label: 'How often do you interact with your account team?',
options: [
{ id: 'weekly', name: 'Weekly or more' },
{ id: 'biweekly', name: 'Every 2 weeks' },
{ id: 'monthly', name: 'Monthly' },
{ id: 'quarterly', name: 'Quarterly' },
{ id: 'rarely', name: 'Rarely / Only when needed' }
],
placeholder: 'Select frequency'
}, '1fr');
row.addDropdown('preferredContact', {
label: 'Preferred communication channel',
options: [
{ id: 'email', name: 'Email' },
{ id: 'phone', name: 'Phone calls' },
{ id: 'video', name: 'Video meetings' },
{ id: 'chat', name: 'Chat / Slack' },
{ id: 'in-person', name: 'In-person meetings' }
],
placeholder: 'Select channel'
}, '1fr');
});
communicationSection.addRow(row => {
row.addRatingScale('communicationSatisfaction', {
label: 'How satisfied are you with communication frequency?',
preset: 'satisfaction',
alignment: 'center'
});
});
// Navigation
page3.addRow(row => {
row.addButton('backToPage2', {
label: '← Back',
onClick: () => pages.goToPage('service')
}, '100px');
row.addEmpty('1fr');
row.addButton('toPage4', {
label: 'Next: Business Value →',
isVisible: () => communicationSection.dropdown('contactFrequency')?.value() !== null,
onClick: () => pages.goToPage('value')
}, 'auto');
});
// ============================================
// PAGE 4: Business Value & ROI
// ============================================
const page4 = pages.addPage('value');
const valueSection = page4.addSubform('businessValue', {
title: 'Business Value & ROI',
customStyles: { backgroundColor: '#dcfce7', padding: '16px', borderRadius: '8px' }
});
valueSection.addRow(row => {
row.addSlider('roiPerception', {
label: 'How would you rate the ROI from our partnership?',
min: 1,
max: 10,
step: 1,
showValue: true,
defaultValue: 5
});
});
valueSection.addRow(row => {
row.addStarRating('valueForInvestment', {
label: 'Value for your investment',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
valueSection.addRow(row => {
row.addRadioButton('businessImpact', {
label: 'How has our solution impacted your business?',
options: [
{ id: 'significant-positive', name: 'Significant positive impact' },
{ id: 'moderate-positive', name: 'Moderate positive impact' },
{ id: 'slight-positive', name: 'Slight positive impact' },
{ id: 'neutral', name: 'Neutral / No noticeable impact' },
{ id: 'negative', name: 'Negative impact' }
],
orientation: 'vertical'
});
});
const goalsSection = page4.addSubform('goals', {
title: 'Goals & Objectives',
isVisible: () => valueSection.radioButton('businessImpact')?.value() !== null
});
goalsSection.addRow(row => {
row.addRatingScale('goalAchievement', {
label: 'How well are we helping you achieve your business goals?',
preset: 'likert-5',
lowLabel: 'Not at all',
highLabel: 'Completely',
alignment: 'center'
});
});
goalsSection.addRow(row => {
row.addSuggestionChips('valueAreas', {
label: 'Where do you see the most value? (Select up to 3)',
suggestions: [
{ id: 'efficiency', name: 'Operational efficiency' },
{ id: 'cost-savings', name: 'Cost savings' },
{ id: 'revenue', name: 'Revenue growth' },
{ id: 'quality', name: 'Quality improvement' },
{ id: 'speed', name: 'Speed to market' },
{ id: 'insights', name: 'Better insights' },
{ id: 'compliance', name: 'Compliance / Risk' },
{ id: 'scalability', name: 'Scalability' }
],
max: 3,
alignment: 'center'
});
});
// Navigation
page4.addRow(row => {
row.addButton('backToPage3', {
label: '← Back',
onClick: () => pages.goToPage('team')
}, '100px');
row.addEmpty('1fr');
row.addButton('toPage5', {
label: 'Next: Future & Summary →',
isVisible: () => goalsSection.ratingScale('goalAchievement')?.value() !== null,
onClick: () => pages.goToPage('future')
}, 'auto');
});
// ============================================
// PAGE 5: Future & Summary
// ============================================
const page5 = pages.addPage('future');
const futureSection = page5.addSubform('future', {
title: 'Looking Ahead',
customStyles: { backgroundColor: '#eff6ff', padding: '16px', borderRadius: '8px' }
});
futureSection.addRow(row => {
row.addRadioButton('renewalIntent', {
label: 'What are your plans regarding contract renewal?',
options: [
{ id: 'expand', name: 'Plan to expand our engagement' },
{ id: 'renew-same', name: 'Plan to renew at similar level' },
{ id: 'reduce', name: 'May reduce scope' },
{ id: 'unsure', name: 'Not sure yet' },
{ id: 'unlikely', name: 'Unlikely to renew' }
],
orientation: 'vertical',
isRequired: true
});
});
futureSection.addRow(row => {
row.addCheckboxList('expansionInterest', {
label: 'Which additional services interest you?',
options: [
{ id: 'advanced-features', name: 'Advanced features / Premium tier' },
{ id: 'additional-users', name: 'Additional users / Licenses' },
{ id: 'new-products', name: 'New product lines' },
{ id: 'professional-services', name: 'Professional services' },
{ id: 'training', name: 'Training programs' },
{ id: 'integration', name: 'Additional integrations' }
],
orientation: 'vertical',
isVisible: () => {
const intent = futureSection.radioButton('renewalIntent')?.value();
return intent === 'expand' || intent === 'renew-same';
}
});
});
const competitiveSection = page5.addSubform('competitive', {
title: 'Competitive Landscape',
isVisible: () => futureSection.radioButton('renewalIntent')?.value() !== null
});
competitiveSection.addRow(row => {
row.addRadioButton('evaluatingOthers', {
label: 'Are you currently evaluating alternative solutions?',
options: [
{ id: 'no', name: 'No, we are satisfied' },
{ id: 'passive', name: 'Passively aware of alternatives' },
{ id: 'active', name: 'Actively evaluating alternatives' }
],
orientation: 'vertical'
});
});
competitiveSection.addRow(row => {
row.addTextarea('competitiveReason', {
label: 'What is driving your evaluation?',
placeholder: 'Share what factors are prompting you to look at alternatives...',
rows: 2,
isVisible: () => competitiveSection.radioButton('evaluatingOthers')?.value() === 'active'
});
});
// Final feedback
const finalSection = page5.addSubform('final', {
title: 'Additional Feedback',
isVisible: () => competitiveSection.radioButton('evaluatingOthers')?.value() !== null
});
finalSection.addSpacer({ height: '8px' });
finalSection.addRow(row => {
row.addTextarea('topPriority', {
label: 'What is the #1 thing we could do to strengthen our partnership?',
placeholder: 'Share your top priority for improvement...',
rows: 3,
autoExpand: true
});
});
finalSection.addRow(row => {
row.addTextarea('additionalComments', {
label: 'Any other feedback for this quarter?',
placeholder: 'Additional thoughts, concerns, or praise...',
rows: 3,
autoExpand: true
});
});
// Summary
const summarySection = page5.addSubform('summary', {
title: 'Account Health Summary',
isVisible: () => finalSection.textarea('topPriority')?.value() !== undefined
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const nps = overallHealth.ratingScale('npsScore')?.value();
const overall = overallHealth.starRating('overallSatisfaction')?.value();
const roi = valueSection.slider('roiPerception')?.value();
const valueForMoney = valueSection.starRating('valueForInvestment')?.value();
const renewal = futureSection.radioButton('renewalIntent')?.value();
const competitive = competitiveSection.radioButton('evaluatingOthers')?.value();
if (!nps) return '';
const npsCategory = nps >= 9 ? 'Promoter' : nps >= 7 ? 'Passive' : 'Detractor';
const npsEmoji = nps >= 9 ? '🟢' : nps >= 7 ? '🟡' : '🔴';
const renewalLabels: Record<string, string> = {
'expand': 'Planning to expand',
'renew-same': 'Planning to renew',
'reduce': 'May reduce scope',
'unsure': 'Uncertain',
'unlikely': 'Unlikely to renew'
};
const riskLevel = (nps < 7 || renewal === 'unlikely' || renewal === 'reduce' || competitive === 'active')
? '⚠️ At Risk'
: (nps >= 9 && (renewal === 'expand' || renewal === 'renew-same'))
? '✅ Healthy'
: '📊 Monitor';
let summary = 'Account Health Summary\n';
summary += '═'.repeat(25) + '\n\n';
summary += `Account Status: ${riskLevel}\n\n`;
summary += `${npsEmoji} NPS Score: ${nps}/10 (${npsCategory})\n`;
if (overall) {
summary += `Overall Satisfaction: ${'★'.repeat(overall)}${'☆'.repeat(5 - overall)}\n`;
}
if (roi) {
summary += `ROI Perception: ${roi}/10\n`;
}
if (valueForMoney) {
summary += `Value Rating: ${'★'.repeat(valueForMoney)}${'☆'.repeat(5 - valueForMoney)}\n`;
}
summary += `\nRenewal Intent: ${renewalLabels[renewal || ''] || 'Not specified'}\n`;
if (competitive === 'active') {
summary += '⚠️ Actively evaluating alternatives';
}
return summary;
},
customStyles: () => {
const nps = overallHealth.ratingScale('npsScore')?.value();
const renewal = futureSection.radioButton('renewalIntent')?.value();
const competitive = competitiveSection.radioButton('evaluatingOthers')?.value();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '13px'
};
const isAtRisk = (nps !== null && nps !== undefined && nps < 7) ||
renewal === 'unlikely' || renewal === 'reduce' ||
competitive === 'active';
const isHealthy = nps !== null && nps !== undefined && nps >= 9 &&
(renewal === 'expand' || renewal === 'renew-same');
if (isAtRisk) {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
if (isHealthy) {
return { ...baseStyles, backgroundColor: '#dcfce7', borderLeft: '4px solid #22c55e' };
}
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
}
});
});
// Navigation
page5.addRow(row => {
row.addButton('backToPage4', {
label: '← Back',
onClick: () => pages.goToPage('value')
}, '100px');
row.addEmpty('1fr');
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Account Review',
isVisible: () => competitiveSection.radioButton('evaluatingOthers')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Feedback!',
message: 'Your input is invaluable in helping us strengthen our partnership. Your account team will review this feedback and follow up on any areas requiring attention.'
});
}
Frequently Asked Questions
When should we send account health surveys?
Send 1-2 weeks before QBR meetings to gather input for discussion, or immediately after to capture fresh feedback. For ongoing monitoring, quarterly surveys aligned with your review cycle work best.
Who should complete this survey?
Target your primary stakeholders and decision-makers. Consider sending to multiple contacts per account for a complete picture - executive sponsors, day-to-day users, and procurement contacts may have different perspectives.
How do we identify at-risk accounts?
Watch for: NPS scores below 7, declining satisfaction trends, low ROI perception, reduced engagement mentions, or competitive evaluation signals. This survey helps surface these early warning signs.
Can we customize this for different account tiers?
Yes! You can adjust question depth based on account size. Enterprise accounts may warrant the full survey, while smaller accounts might receive a condensed version focusing on key health metrics.
How should we act on negative feedback?
Treat negative feedback as an opportunity. Schedule immediate follow-up calls for scores below 6, create action plans with specific owners and timelines, and communicate improvements back to the client.