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CSI Form Template

Collect structured customer satisfaction index data in a consistent format. This template captures ratings, feedback, and customer details for CSI tracking and reporting.

CSI Form Template

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CSI scores matter in industries like automotive sales and dealer networks, where manufacturers track them closely and tie them to dealer incentives. When dealerships collect satisfaction data through paper forms or verbal follow-ups, the data is incomplete, inconsistently captured, and hard to report against. The result is a CSI score that doesn't reflect the actual customer experience.

A digital CSI form captures consistent data from every customer at every touchpoint. Typeform's conversational format gets higher completion rates than traditional survey formats, and conditional logic can probe deeper on any area where a customer rates below expectations. You get data you can actually present to manufacturer representatives.

Customize the form to your brand's CSI survey requirements, automate delivery to customers post-visit, and build a cleaner record of your customer experience performance.

CSI Form Template FAQs:

A CSI (Customer Satisfaction Index) form is a standardized survey used to measure customer satisfaction across specific touchpoints in an industry or service interaction. In the automotive industry, CSI surveys are commonly used by dealerships to measure satisfaction with the sales or service experience. Scores are often reported to manufacturers who use them to evaluate dealer performance.

Consistent measurement produces actionable data. When every customer is surveyed using the same questions in the same format, you can identify performance trends, compare results across periods, and address specific areas of dissatisfaction before they affect your overall score. Proactive CSI management also helps you respond to negative feedback before it surfaces in manufacturer reports.

CSI forms typically mirror the categories used by the manufacturer or certifying body you report to. Common areas include:

  • Overall satisfaction with the visit
  • Staff friendliness and professionalism
  • Explanation of work performed or features of the vehicle
  • Time taken to complete the service or transaction
  • Value for money
  • Likelihood to return
  • Likelihood to recommend to others
  • Any specific feedback or comments

Within 24-48 hours is optimal. Recall accuracy and response rates both decline the longer you wait. Automate delivery using Typeform's integrations with your CRM or dealer management system so the survey goes out automatically when a record is closed — without anyone having to remember to send it manually.

Set up real-time notifications when a customer submits a low rating. A manager can reach out directly within hours to acknowledge the experience and offer to make it right. Customers who feel heard after a negative experience often revise their perception of the business. Proactive recovery also reduces the likelihood that the customer will repeat their complaint to the manufacturer or in online reviews.

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