January 01, 2026

Surveys can give you insights into what your clients want and how to improve your business. Whether you’re gathering feedback from a single recent client or seeking insights from your entire brokerage’s contact list, here are some best practices for creating a survey to get the best results:

Have a goal

Resist covering multiple topics in one survey. Focus on collecting specific feedback to better inform your decisions.

Keep it short

Ten questions or fewer is ideal. If it takes too much time, you risk people abandoning the survey.

Ask one question at a time

For example, if you ask, “How satisfied are you with my responsiveness and proficiency with technology?” a single answer may not accurately reflect both aspects of the question.

Be clear and concise

Stick to natural, familiar language. Including real estate jargon, acronyms, or complex phrasing could lead to a misunderstanding of the question.

Consider if you need their name

For certain topics, you may receive more honest answers if you give respondents the option to answer anonymously.

Include an end date

Setting a deadline will create urgency and reduce the chances of it being forgotten.