Project Closeout & Feedback Survey

That's a wrap! Before we close the file, we'd love 10 minutes of your time to confirm final sign-off, share honest feedback on how we worked together, and decide what (if anything) comes next. Your candour helps us get better — and helps future clients get a better experience.

Project name:

Final delivery date:

Your name and role:

Section 1 — Final Acceptance

Please confirm the following to formally close the engagement:

All agreed deliverables have been received and reviewed.

Deliverables meet the scope described in the kickoff agreement (or any approved change orders).

All source files, passwords, and access credentials have been handed over.

The final invoice has been received (or will be raised now).

Any outstanding items, punch-list tasks, or bugs we still need to close out? (If none, write "none".)

Section 2 — Outcomes vs Original Goals

Looking back at the goals we set at the start, how well did the engagement meet them?

Exceeded our original goals

Fully met our original goals

Mostly met our goals (a few gaps remain)

Partially met our goals

Fell short of what we hoped for

What tangible or measurable impact did this engagement have on your business?

Section 3 — Honest Feedback

Rate the following from 1 (poor) to 10 (excellent):

Quality of the final deliverables:

Communication throughout the project:

Adherence to timeline and deadlines:

Value for the fee charged:

Overall experience working with us:

What did we do especially well? (Be specific — it helps us repeat it.)

What could we have done better? (We genuinely want to hear it.)

Net Promoter Score — how likely are you to recommend us to a friend or colleague? (0 = not at all, 10 = extremely likely)

Section 4 — Testimonial & Case Study Permissions

You may use our company name and logo to reference this engagement on your website and portfolio.

You may publish a case study about this work, subject to our review of the draft before publication.

You may quote this feedback form (or a short testimonial I provide below) on your website and marketing materials.

We are happy to be a reference for prospective clients — please ask before introducing.

A short testimonial (one or two sentences we may quote publicly, attributed to your name and role above):

Section 5 — What's Next

Interested in an ongoing retainer / maintenance arrangement.

Have a new project in mind — let's schedule a conversation.

Happy for now — will reach out when something new comes up.

Please send me a quarterly check-in to stay in touch.

Do you know anyone else who might benefit from working with us? (Name + a sentence of context is enough — we'll always ask before reaching out.)

Section 6 — Formal Sign-off

Thank you for trusting us with this work. Whether or not we work together again, we're genuinely grateful — and always happy to grab a coffee.

Authorized representative — printed name:

Signed date:

Signer — printed name:

Signed date: