How-to

How do I collect stakeholder feedback?

Create a feedback campaign for a client and review responses in its report.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Open the client profile and the feedback campaign creation action.

  2. Choose the questionnaire and enter the intended respondents.

  3. Review the invitation and campaign settings before sending.

  4. Open the campaign to track responses and read the report.

How you know it worked

Feedback is grouped under the client’s campaign for review.

If something looks different

Explain the purpose and confidentiality settings to respondents. Do not promise anonymity beyond the campaign’s actual settings.

YOUR NEXT STEP

How do I prepare for a session using recent work?

Start with the client timeline, then turn recent responses into a small set of questions for the session.