VerityRI Pulse Guides

Step-by-step guides and best practices to help you run successful TRR surveys from start to finish.

Adding Accounts & Contacts

Make sure your accounts and contacts are updated before starting a new survey.

Tracking Survey Responses

Monitor response rates and progress throughout your survey to maximise participation and improve the quality of your insights.

Setting Up Your Survey

Create, configure, schedule, and launch your survey with this step-by-step guide.

Mass Importing Accounts & Contacts

Import and update large volumes of accounts and contacts efficiently using the Mass Update tool.

Choosing Extra Questions

Uncover specific opportunities, risks, and actions that can help strengthen client relationships and drive future growth.

Survey Emails & Survey Design

Preview the survey experience from your participants' perspective, including emails, branding, and survey design.

Identify Your Most Satisfied Clients

Recognise your strongest advocates to uncover opportunities for referrals, growth, and deeper relationships.

Identify the Drivers of Feedback

Discover the themes behind positive and negative feedback across customers, markets, and sectors.

Identify Accounts at Risk

Spot dissatisfied or disengaged accounts early, understand the causes, and take action to reduce business risk.

Talking to Customers About the Survey

Use these example messages and conversation starters to encourage participation and set clear expectations.

Talking to Your Team About TRR

Introduce TRR with confidence using practical principles that encourage engagement and action.

Ensuring Accurate Diagnosis & Feedback

Learn how to interpret feedback objectively before deciding on the most appropriate response.

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