The One Survey Every Business Owner Should Be Sending Clients

Why You Should Ask Your Clients These Questions

I was chatting with someone recently—someone who’s great at what they do—and they said to me, “I honestly don’t know where my clients are coming from anymore.”

This is more common than you think. And if you don’t know what’s working, you’re essentially throwing spaghetti at the wall and hoping it sticks. That’s no way to scale or grow intentionally.

Send a Simple Survey

Here’s a simple but powerful idea: send a short survey to your existing clients. They already like you, which means they’re more likely to respond. But don’t stop at just asking how they found you—go deeper.

Three Powerful Questions to Ask

With some example answers for you to use! This might be a great starting point for you.

1. How did you first hear about us?
   (Even if they don’t remember exactly, it gives you helpful context.)
   • Referral / Word of mouth
   • Google search
   • Social media (LinkedIn, Instagram, etc.)
   • Email newsletter
   • Event, talk, or webinar
   • Other
2. Which social networks do you use for professional networking?
   • LinkedIn
   • Facebook
   • Twitter / X
   • YouTube
   • Instagram
   • Nextdoor
   • Yelp
   • Other
3. Which social networks do you use for personal networking?
   • Instagram
   • Facebook
   • TikTok
   • Snapchat
   • Threads
   • Reddit
   • YouTube

Bonus: Keep the Conversation Going

At the end of the survey, invite them to stay connected with you. Here’s a line you can use:

“Thanks for sharing that! If we’re not already connected, follow us on the platforms you use most. That way, you’ll be the first to see what we’re up to, get exclusive tips, and maybe even spot yourself in a future client spotlight 😉”

Include links to your most active channels, and make sure your ask feels like a natural next step—not a sales pitch. It builds trust and helps you stay top-of-mind.

Why This Works

You’re learning from people who already said yes. This isn’t guesswork—it’s clarity. With these insights, you can stop guessing and start focusing your efforts on the channels that actually drive growth.

Okay, one more bonus tip...
Make it easy for them to respond. You can even use a simple online form (like Google Forms or Typeform) and keep it short—5 minutes max. (And tell them that!) The easier you make it, the more responses you’ll get.