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Quarterly Relationship Health Check

A structured voice check-in to run every quarter across your customer base. Replaces or supplements written surveys with richer emotional data.

5 questions3 objectivesEntire active customer base (run quarterly)

Research Goal

Track relationship health trends over time and catch emerging issues before they escalate.

Objectives

  • 1.Establish a baseline emotional health score for each account
  • 2.Detect shifts in sentiment compared to the previous quarter
  • 3.Identify emerging themes across the customer base

Interview Questions

Voice-first questions following the Voice Question Blueprint: time anchor, one clear ask, neutral guardrail.

1

Thinking about the past three months, how would you describe your overall experience with us? A few sentences is fine.

Maps to: Establish a baseline emotional health score for each account

2

Compared to three months ago, would you say things have gotten better, stayed the same, or gotten worse? What is driving that?

Maps to: Detect shifts in sentiment compared to the previous quarter

3

What is the most valuable thing our product has done for your team this quarter? One example is plenty.

Maps to: Establish a baseline emotional health score for each account

4

Is there anything that has been building up that you have not told us about? Big or small.

Follow-up probe:

Tell me more about that.

Maps to: Identify emerging themes across the customer base

5

If you could send our product team one message, what would it be?

Maps to: Identify emerging themes across the customer base

What to Look For in the Results

Quarter-over-quarter changes in vocal energy and engagement

Accounts where sentiment has shifted without a visible trigger

Emerging themes that were not present last quarter

The 'building up' question often surfaces issues no other question catches

Ready to Run This Study?

Experience a voice interview yourself first. Talk to Emma for 3 minutes and see how it feels.

Start 3‑Minute Live Test Drive
Start 3‑Minute Live Test Drive