Consulting Engagement Feedback
Capture comprehensive feedback at the end of consulting engagements with this professional survey. Evaluate consultant expertise, measure perceived ROI, assess deliverable quality, and identify areas for improvement. Features multi-dimensional ratings, value perception analysis, and conditional follow-ups for actionable insights that help improve future engagements.
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export function consultingFeedback(form: FormTs) {
// Consulting Engagement Feedback - Comprehensive B2B engagement review
// Demonstrates: RatingScale (NPS), StarRating, MatrixQuestion, Slider (ROI), Pages, computed values
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Engagement Feedback Survey',
computedValue: () => 'Your feedback helps us deliver even greater value. Please share your experience with our consulting engagement.',
customStyles: {
background: 'linear-gradient(135deg, #1e3a5f 0%, #0f172a 100%)',
color: 'white',
padding: '28px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// MULTI-PAGE WIZARD
// ============================================
const pages = form.addPages('surveyPages', { heightMode: 'current-page' });
// ============================================
// PAGE 1: Engagement Overview
// ============================================
const page1 = pages.addPage('engagementOverview');
page1.addRow(row => {
row.addTextPanel('page1Title', {
label: 'Engagement Details',
customStyles: {
fontSize: '18px',
fontWeight: 'bold',
color: '#1e3a5f',
marginBottom: '8px'
}
});
});
page1.addRow(row => {
row.addDropdown('serviceType', {
label: 'What type of consulting service did you receive?',
options: [
{ id: 'strategy', name: 'Strategy Consulting' },
{ id: 'management', name: 'Management Consulting' },
{ id: 'digital', name: 'Digital Transformation' },
{ id: 'operations', name: 'Operations Improvement' },
{ id: 'hr', name: 'HR & Organizational' },
{ id: 'finance', name: 'Financial Advisory' },
{ id: 'technology', name: 'Technology Consulting' },
{ id: 'marketing', name: 'Marketing Strategy' },
{ id: 'other', name: 'Other' }
],
isRequired: true,
placeholder: 'Select service type...'
}, '1fr');
row.addDropdown('engagementDuration', {
label: 'Engagement duration',
options: [
{ id: 'less-1-month', name: 'Less than 1 month' },
{ id: '1-3-months', name: '1-3 months' },
{ id: '3-6-months', name: '3-6 months' },
{ id: '6-12-months', name: '6-12 months' },
{ id: 'over-12-months', name: 'Over 12 months' }
],
isRequired: true
}, '1fr');
});
page1.addRow(row => {
row.addTextbox('projectName', {
label: 'Project/Engagement name (optional)',
placeholder: 'e.g., Digital Transformation Initiative'
}, '1fr');
row.addDatepicker('completionDate', {
label: 'Completion date',
maxDate: () => new Date().toISOString().split('T')[0]
}, '1fr');
});
page1.addRow(row => {
row.addRadioButton('clientRole', {
label: 'Your role in this engagement',
options: [
{ id: 'sponsor', name: 'Executive Sponsor' },
{ id: 'project-lead', name: 'Project Lead' },
{ id: 'stakeholder', name: 'Key Stakeholder' },
{ id: 'team-member', name: 'Team Member' },
{ id: 'end-user', name: 'End User' }
],
orientation: 'horizontal'
});
});
// Navigation
page1.addSpacer({ height: '20px' });
page1.addRow(row => {
row.addButton('toPage2', {
label: 'Next: Consultant Evaluation',
onClick: () => pages.goToPage('consultantEval')
});
});
// ============================================
// PAGE 2: Consultant Evaluation
// ============================================
const page2 = pages.addPage('consultantEval');
page2.addRow(row => {
row.addTextPanel('page2Title', {
label: 'Consultant Team Evaluation',
customStyles: {
fontSize: '18px',
fontWeight: 'bold',
color: '#1e3a5f',
marginBottom: '8px'
}
});
});
page2.addRow(row => {
row.addTextbox('leadConsultant', {
label: 'Lead consultant name (optional)',
placeholder: 'Enter name if you remember'
});
});
// Consultant competency matrix
page2.addRow(row => {
row.addMatrixQuestion('consultantRatings', {
label: 'Rate the consulting team on the following competencies',
rows: [
{ id: 'expertise', label: 'Industry/Domain Expertise', isRequired: true },
{ id: 'problem-solving', label: 'Problem-Solving Ability', isRequired: true },
{ id: 'communication', label: 'Communication Skills', isRequired: true },
{ id: 'responsiveness', label: 'Responsiveness', isRequired: true },
{ id: 'professionalism', label: 'Professionalism', isRequired: false },
{ id: 'collaboration', label: 'Collaboration with Your Team', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
fullWidth: true
});
});
// Consultant highlights
page2.addSpacer({ height: '16px' });
page2.addRow(row => {
row.addTextarea('consultantStrengths', {
label: 'What did the consulting team do particularly well?',
placeholder: 'Share specific examples of excellent work...',
rows: 3
});
});
// Navigation
page2.addSpacer({ height: '20px' });
page2.addRow(row => {
row.addButton('backToPage1', {
label: 'Back',
onClick: () => pages.goToPage('engagementOverview')
}, '1fr');
row.addButton('toPage3', {
label: 'Next: Deliverables & Quality',
onClick: () => pages.goToPage('deliverables')
}, '1fr');
});
// ============================================
// PAGE 3: Deliverables & Quality
// ============================================
const page3 = pages.addPage('deliverables');
page3.addRow(row => {
row.addTextPanel('page3Title', {
label: 'Deliverables & Quality',
customStyles: {
fontSize: '18px',
fontWeight: 'bold',
color: '#1e3a5f',
marginBottom: '8px'
}
});
});
page3.addRow(row => {
row.addStarRating('deliverableQuality', {
label: 'Quality of Deliverables',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
page3.addRow(row => {
row.addStarRating('recommendationQuality', {
label: 'Actionability of Recommendations',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
page3.addRow(row => {
row.addStarRating('timeliness', {
label: 'Timeliness of Delivery',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
// Deliverable matrix
page3.addSpacer({ height: '16px' });
page3.addRow(row => {
row.addMatrixQuestion('deliverableRatings', {
label: 'Rate the following aspects of the deliverables',
rows: [
{ id: 'clarity', label: 'Clarity & Organization', isRequired: false },
{ id: 'insights', label: 'Depth of Insights', isRequired: false },
{ id: 'data', label: 'Data & Evidence Quality', isRequired: false },
{ id: 'relevance', label: 'Relevance to Your Needs', isRequired: false },
{ id: 'presentation', label: 'Presentation Quality', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
fullWidth: true
});
});
// Scope alignment
page3.addRow(row => {
row.addRadioButton('scopeAlignment', {
label: 'Did the engagement meet the agreed scope and objectives?',
options: [
{ id: 'exceeded', name: 'Exceeded expectations' },
{ id: 'met', name: 'Fully met expectations' },
{ id: 'mostly', name: 'Mostly met expectations' },
{ id: 'partially', name: 'Partially met expectations' },
{ id: 'not-met', name: 'Did not meet expectations' }
],
orientation: 'vertical'
});
});
// Scope issues follow-up
page3.addRow(row => {
row.addTextarea('scopeIssues', {
label: 'What expectations were not met?',
placeholder: 'Please explain what was missing or different from expectations...',
rows: 3,
isVisible: () => {
const scope = page3.radioButton('scopeAlignment')?.value();
return scope === 'partially' || scope === 'not-met';
},
isRequired: () => {
const scope = page3.radioButton('scopeAlignment')?.value();
return scope === 'partially' || scope === 'not-met';
}
});
});
// Navigation
page3.addSpacer({ height: '20px' });
page3.addRow(row => {
row.addButton('backToPage2', {
label: 'Back',
onClick: () => pages.goToPage('consultantEval')
}, '1fr');
row.addButton('toPage4', {
label: 'Next: Value & ROI',
onClick: () => pages.goToPage('valueRoi')
}, '1fr');
});
// ============================================
// PAGE 4: Value & ROI
// ============================================
const page4 = pages.addPage('valueRoi');
page4.addRow(row => {
row.addTextPanel('page4Title', {
label: 'Value & Return on Investment',
customStyles: {
fontSize: '18px',
fontWeight: 'bold',
color: '#1e3a5f',
marginBottom: '8px'
}
});
});
// Value perception
page4.addRow(row => {
row.addRatingScale('valueForMoney', {
label: 'How would you rate the value received relative to the investment?',
preset: 'satisfaction',
alignment: 'center',
isRequired: true
});
});
// ROI Slider
page4.addRow(row => {
row.addSlider('estimatedROI', {
label: 'Estimated ROI of this engagement',
min: -50,
max: 500,
step: 10,
defaultValue: 100,
unit: '%',
showValue: true
});
});
page4.addRow(row => {
row.addTextPanel('roiContext', {
computedValue: () => {
const roi = page4.slider('estimatedROI')?.value() ?? 100;
if (roi < 0) return '📉 The investment did not generate positive returns';
if (roi < 100) return '⚖️ The investment returned less than its cost';
if (roi === 100) return '✓ Break-even - investment returned its cost';
if (roi < 200) return '📈 Good return on investment';
if (roi < 300) return '🎯 Strong return on investment';
return '🚀 Exceptional return on investment';
},
customStyles: () => {
const roi = page4.slider('estimatedROI')?.value() ?? 100;
const base = { padding: '10px', borderRadius: '6px', textAlign: 'center', fontSize: '14px' };
if (roi < 0) return { ...base, backgroundColor: '#fee2e2', color: '#991b1b' };
if (roi < 100) return { ...base, backgroundColor: '#fef3c7', color: '#92400e' };
if (roi < 200) return { ...base, backgroundColor: '#d1fae5', color: '#065f46' };
return { ...base, backgroundColor: '#cffafe', color: '#0e7490' };
}
});
});
// Value drivers
page4.addSpacer({ height: '16px' });
page4.addRow(row => {
row.addCheckboxList('valueDrivers', {
label: 'What value did this engagement deliver? (Select all that apply)',
options: [
{ id: 'cost-savings', name: 'Cost savings/efficiency gains' },
{ id: 'revenue-growth', name: 'Revenue growth opportunities' },
{ id: 'risk-reduction', name: 'Risk reduction' },
{ id: 'capability', name: 'New capabilities/knowledge transfer' },
{ id: 'strategy', name: 'Clear strategic direction' },
{ id: 'process', name: 'Improved processes' },
{ id: 'alignment', name: 'Better organizational alignment' },
{ id: 'innovation', name: 'Innovation/new ideas' }
],
orientation: 'vertical'
});
});
// Implementation status
page4.addRow(row => {
row.addRadioButton('implementationStatus', {
label: 'What is the status of implementing the recommendations?',
options: [
{ id: 'fully', name: 'Fully implemented' },
{ id: 'in-progress', name: 'Implementation in progress' },
{ id: 'planned', name: 'Planned for future' },
{ id: 'partial', name: 'Partially implemented' },
{ id: 'not-started', name: 'Not yet started' },
{ id: 'not-planned', name: 'No plans to implement' }
],
orientation: 'vertical'
});
});
// Implementation barriers
page4.addRow(row => {
row.addTextarea('implementationBarriers', {
label: 'What barriers are preventing implementation?',
placeholder: 'Share any challenges you face in implementing recommendations...',
rows: 2,
isVisible: () => {
const status = page4.radioButton('implementationStatus')?.value();
return status === 'not-started' || status === 'not-planned';
}
});
});
// Navigation
page4.addSpacer({ height: '20px' });
page4.addRow(row => {
row.addButton('backToPage3', {
label: 'Back',
onClick: () => pages.goToPage('deliverables')
}, '1fr');
row.addButton('toPage5', {
label: 'Next: Overall & Recommendation',
onClick: () => pages.goToPage('overall')
}, '1fr');
});
// ============================================
// PAGE 5: Overall Satisfaction & Recommendation
// ============================================
const page5 = pages.addPage('overall');
page5.addRow(row => {
row.addTextPanel('page5Title', {
label: 'Overall Assessment',
customStyles: {
fontSize: '18px',
fontWeight: 'bold',
color: '#1e3a5f',
marginBottom: '8px'
}
});
});
// NPS
page5.addRow(row => {
row.addRatingScale('npsScore', {
label: 'How likely are you to recommend our consulting services to a colleague?',
preset: 'nps',
showCategoryLabel: true,
showSegmentColors: true,
showConfettiOnPromoter: true,
isRequired: true
});
});
// NPS follow-up
page5.addRow(row => {
row.addTextarea('npsReason', {
label: () => {
const category = page5.ratingScale('npsScore')?.npsCategory();
if (category === 'promoter') return 'What would you tell a colleague about us?';
if (category === 'passive') return 'What would make you more likely to recommend us?';
if (category === 'detractor') return 'What could we have done differently?';
return 'Please explain your rating';
},
placeholder: 'Share your thoughts...',
rows: 3,
isVisible: () => page5.ratingScale('npsScore')?.value() !== null
});
});
// Future engagement
page5.addRow(row => {
row.addRadioButton('futureEngagement', {
label: 'How likely are you to engage us for future projects?',
options: [
{ id: 'definitely', name: 'Definitely' },
{ id: 'very-likely', name: 'Very likely' },
{ id: 'likely', name: 'Likely' },
{ id: 'uncertain', name: 'Uncertain' },
{ id: 'unlikely', name: 'Unlikely' }
],
orientation: 'horizontal'
});
});
// Areas for improvement
const improvementsSection = page5.addSubform('improvements', {
title: 'Areas for Improvement',
isVisible: () => {
const nps = page5.ratingScale('npsScore')?.value();
return nps !== null && nps !== undefined && nps <= 6;
},
customStyles: { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' }
});
improvementsSection.addRow(row => {
row.addSuggestionChips('improvementAreas', {
label: 'Which areas need the most improvement?',
suggestions: [
{ id: 'expertise', name: 'Industry Expertise' },
{ id: 'communication', name: 'Communication' },
{ id: 'responsiveness', name: 'Responsiveness' },
{ id: 'deliverables', name: 'Deliverable Quality' },
{ id: 'pricing', name: 'Pricing/Value' },
{ id: 'timeline', name: 'Timeline Management' },
{ id: 'collaboration', name: 'Team Collaboration' },
{ id: 'recommendations', name: 'Actionable Recommendations' }
],
max: 3,
alignment: 'center'
});
});
// Highlights (for promoters)
const highlightsSection = page5.addSubform('highlights', {
title: 'What Made This Engagement Stand Out?',
isVisible: () => {
const nps = page5.ratingScale('npsScore')?.value();
return nps !== null && nps !== undefined && nps >= 9;
},
customStyles: { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' }
});
highlightsSection.addRow(row => {
row.addSuggestionChips('highlights', {
label: 'What made this engagement exceptional?',
suggestions: [
{ id: 'expertise', name: 'Deep Expertise' },
{ id: 'insights', name: 'Valuable Insights' },
{ id: 'team', name: 'Great Team' },
{ id: 'communication', name: 'Clear Communication' },
{ id: 'results', name: 'Measurable Results' },
{ id: 'partnership', name: 'True Partnership' },
{ id: 'innovation', name: 'Innovative Approach' },
{ id: 'value', name: 'Exceptional Value' }
],
max: 4,
alignment: 'center'
});
});
// Additional comments
page5.addSpacer({ height: '16px' });
page5.addRow(row => {
row.addTextarea('additionalComments', {
label: 'Any other feedback or suggestions for improvement?',
placeholder: 'Share any additional thoughts...',
rows: 4,
autoExpand: true
});
});
// Follow-up permission
const contactSection = page5.addSubform('contact', {
title: 'Follow-Up'
});
contactSection.addRow(row => {
row.addCheckbox('allowFollowUp', {
label: 'I would be open to a brief follow-up call to discuss my feedback'
});
});
contactSection.addRow(row => {
row.addCheckbox('allowTestimonial', {
label: 'I would consider providing a testimonial or case study'
});
});
contactSection.addRow(row => {
row.addTextbox('contactName', {
label: 'Your name',
placeholder: 'Your name',
isVisible: () =>
contactSection.checkbox('allowFollowUp')?.value() === true ||
contactSection.checkbox('allowTestimonial')?.value() === true
}, '1fr');
row.addEmail('contactEmail', {
label: 'Email address',
placeholder: 'your@email.com',
isVisible: () =>
contactSection.checkbox('allowFollowUp')?.value() === true ||
contactSection.checkbox('allowTestimonial')?.value() === true
}, '1fr');
});
// Summary
const summarySection = page5.addSubform('summary', {
title: 'Engagement Feedback Summary',
isVisible: () => page5.ratingScale('npsScore')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const nps = page5.ratingScale('npsScore')?.value();
const category = page5.ratingScale('npsScore')?.npsCategory();
const valueRating = page4.ratingScale('valueForMoney')?.value();
const roi = page4.slider('estimatedROI')?.value() ?? 100;
const scope = page3.radioButton('scopeAlignment')?.value();
const future = page5.radioButton('futureEngagement')?.value();
if (nps === null || nps === undefined) return '';
let emoji = category === 'promoter' ? '🤝' : category === 'passive' ? '📊' : '📋';
let summary = `${emoji} Engagement Summary\n`;
summary += `${'═'.repeat(24)}\n\n`;
// NPS
summary += `Recommendation Score: ${nps}/10 (${category})\n`;
// Value
if (valueRating) {
const valueLabels: Record<number, string> = {
1: 'Very Poor Value',
2: 'Poor Value',
3: 'Fair Value',
4: 'Good Value',
5: 'Excellent Value'
};
summary += `Value Rating: ${valueLabels[valueRating]}\n`;
}
// ROI
summary += `Estimated ROI: ${roi}%\n`;
// Scope
if (scope) {
const scopeLabels: Record<string, string> = {
'exceeded': '✅ Exceeded expectations',
'met': '✅ Met expectations',
'mostly': '⚠️ Mostly met',
'partially': '⚠️ Partially met',
'not-met': '❌ Did not meet'
};
summary += `\nScope: ${scopeLabels[scope] || scope}`;
}
// Future
if (future) {
const futureLabels: Record<string, string> = {
'definitely': '🔄 Will definitely engage again',
'very-likely': '🔄 Very likely to engage again',
'likely': '🔄 Likely to engage again',
'uncertain': '❓ Future engagement uncertain',
'unlikely': '❌ Unlikely to engage again'
};
summary += `\n${futureLabels[future] || future}`;
}
return summary;
},
customStyles: () => {
const category = page5.ratingScale('npsScore')?.npsCategory();
const base = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (category === 'promoter') return { ...base, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
if (category === 'passive') return { ...base, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
return { ...base, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
});
});
// Back button
page5.addSpacer({ height: '20px' });
page5.addRow(row => {
row.addButton('backToPage4', {
label: 'Back',
onClick: () => pages.goToPage('valueRoi')
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Feedback',
isVisible: () => page5.ratingScale('npsScore')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Feedback!',
message: 'Your insights are invaluable in helping us improve our services. We appreciate the time you took to share your experience and look forward to the opportunity to serve you again.'
});
}
Frequently Asked Questions
When should I send this survey to clients?
Send this survey within 1-2 weeks after engagement completion while the experience is fresh. For long-term engagements, consider sending interim feedback surveys at major milestones in addition to the final survey.
How does the ROI assessment work?
The form asks clients to estimate the value or ROI they received compared to the investment. This subjective measure helps gauge perceived value even when hard ROI numbers aren't available. Combine with NPS for a complete picture of client satisfaction.
Can I customize the consultant competencies being evaluated?
Yes, the MatrixQuestion component for consultant evaluation can be easily customized. Add or remove competencies like industry knowledge, problem-solving, communication, and project management to match your firm's focus areas.
How do I handle multiple consultants on one engagement?
The form asks about the overall team, but you can customize it to rate individual consultants. For multi-consultant engagements, consider sending separate evaluation sections or a separate form per consultant.
What if the client wants to remain anonymous?
Contact information is optional. Clients can provide candid feedback without identification. However, for service recovery on negative feedback, encourage identification by explaining how you'll use their input.
How should I handle negative feedback?
The form includes conditional follow-up questions for low scores that dig into specific issues. For very negative feedback, the form asks if the client would like to discuss their concerns, enabling proactive service recovery.