How to use the Survey score follow-up template

Start a board from it
Use this template opens a new Freero board with the Survey score follow-up template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Survey score follow-up”.
Follow the instruction on the board
“Sort every comment by score first. Call each low scorer within a week, and ask high scorers what they would tell a friend.”
Fill in each part
- Low scores (0–6) What went wrong for them? Each one gets a call.
- Middle scores (7–8) What is missing that would make them fans?
- High scores (9–10) What do they love? Ask for a review or a story.
- Themes and actions What keeps coming up, and who owns the fix?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Survey score follow-up board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Voice of the customer programme
Bring what customers say in surveys, calls, tickets and reviews into one place, and decide who hears it and how often.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Donor journey
Follow a supporter from their first gift to giving regularly: what they do, what you send, how they feel and where you lose them.
Survey builder
Draft a survey people will finish: the goal, who answers, the questions in order and how each answer will be used.
Buyer persona
The person who signs off on the purchase: their pressures, what triggers a search, how they decide and what makes them hesitate.