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How should the division of labor work when preparing a customer satisfaction survey with a freelancer?

KKaan G***MemberCommunity member
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Dec 2022
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1
#1

We are a mid-sized business selling industrial packaging materials across B2B and B2C. We have around 1,200 active corporate buyers a year but we've never conducted regular satisfaction surveys. To fix this, we hired a freelance market researcher to design a comprehensive customer satisfaction survey to roll out next month. We set aside an 18,000 TL budget for this project.

Once we started talking, a few uncertainties came up. The specialist talks about a standard question bank, but we're worried about losing our industry's specific dynamics and our company's warm, approachable tone. Also we haven't drawn clear boundaries yet regarding launching the survey as a digital form, who will upload the customer phone and email lists to the platform, and who owns the collected responses.

When running a survey project with an external specialist, who should be responsible for the question set, how should we ensure data security, and how should we tie acceptance criteria into the contract upon delivery?

LLale T***Member
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Supply chain manager
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IT services
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family business
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Most Helpful#2

Short answer: When working with an external specialist, survey methodology and question design belong to them, while industry-specific content and brand tone approval must be entirely yours. You should never export your customer database externally; create the survey software account under your own company and only grant the freelancer form editing permissions.

To make the division of labor clear, use this approach: First, give the specialist your core objectives in writing (e.g., delivery speed, product quality, after-sales support). Let the specialist turn these goals into unbiased, measurable, and methodologically sound questions. Then, revise any phrasing that doesn't fit your industry or sounds unnatural to align with your brand voice.

Draw a hard line on data security: Do not hand over your 1,200-customer contact list to the freelancer. Have the form built in a corporate survey tool managed by your company. Send the invites to customers via email or text yourself. That way, the specialist never sees raw customer contact details and only analyzes anonymized survey responses.

Tie the 18,000 TL budget to a three-stage milestone approval process: 1) Approval of the question set and form flow (30%), 2) Completion of test distribution and taking the form live (30%), 3) Delivering the final report analyzing responses and outlining an action plan (40%). Getting these acceptance criteria in writing from the start will ensure a smooth process.

RRamazan T***MemberCommunity member
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May 2024
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4
#3

Make sure to include these deliverables in the contract: 1) Maximum of 3 rounds of question revisions. 2) Completed mobile and desktop testing of the survey form. 3) Delivery of the raw data spreadsheet and an executive summary report in the company's format. 4) Confirmation that the specialist deleted all temporary files held once the analysis is done.

ÜÜlkü Ç***Member
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120-person company
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#4

Create the account on the survey platform using your own company email and enable 2FA. Give the freelancer only the 'Form Designer' role. If you disable export permissions once response collection begins, you'll prevent them from downloading customer data.

OOrhan B***VeteranCommunity member
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Jan 2023
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26
#5

Two years ago, we worked with a researcher who used an off-the-shelf template. The questions sent to our clients were so rigid and corporate that only 35 out of 800 people actually filled it out. In B2B, a factory manager buying packaging won't bother with cookie-cutter questions. Let the expert structure the questions, but definitely tweak the wording so it sounds like it's coming straight from you.

KKaan Y***Member
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Social media manager
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#6

If reporting isn't included in that 18,000 TL budget, paying just to have questions written doesn't make much sense. There are hundreds of validated survey templates online. If you're hiring outside help, the real money should go to cross-tabulating the responses and building an actionable business plan, not just drafting questions.

YYavuzExpert
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Information Security Manager
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Jul 2023
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168
#7

Make sure to sign a Non-Disclosure Agreement (NDA) and a Data Processor Commitment under KVKK with the freelance specialist. If customer contact details are to be shared, the presence of explicit consent or legitimate interest grounds must be legally evaluated.

YYiğit B***Expert
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Quality control inspector
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Textile
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40-person manufacturing company
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May 2023
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70
#8

Definitely don't hand over your customer list; send the survey link from your own email system, and let the specialist only review the incoming responses.

AAyşegülMember
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Boutique hotel
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workshop
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Aug 2024
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86
#9

The packaging industry is very fast-paced lead times are everything. Tell the specialist this upfront so that instead of generic satisfaction questions they write clear ones focused on whether orders shipped on time.

Edit: asked below, I wrote the answer in the second message.

KKübra G***Member
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Field sales representative
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Law
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medium-sized business
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#10

Correct in theory, but it doesn't work that way in practice. Solutions that work at a small scale collapse when you grow; I learned this late.

I'm also curious if anyone does it differently.

EEmre Y***ExpertCommunity member
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May 2025
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#11

There's a part I don't understand. Don't hesitate to ask; those who don't ask always pay more.

Proven by experience.

PPerihan K***MemberCommunity member
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124
#12

Three different views emerged, they all complement each other. Are you looking for a partner or a co-founder? They are two different things.

Hasty decisions become decisions you have to fix six months later. If you have questions, write them; I'll answer as best I can.

LLale G***Member
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Call center representative
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Doki · E-commerce infrastructure · 2025

#13

My perspective changed after experiencing that. Everything goes well for the first three months; problems arise in the fourth.

Do a small three-month project before talking stocks, so you see each other. I'm also curious if anyone does it differently.

CCem K***MemberCommunity member
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#14

i'm curioous too.

VVildan A***Member
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#15

Following.

HHülyaNew member
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Kindergarten Owner
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#16

Could you elaborate on that? like the biggest time-waster for us was not knowing who had the final say.

I'm also curious if anyone does it differently.

KKübra K***VeteranCommunity member
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Oct 2025
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59
#17

Thanks for posting. If you don't write this down from the start, it leads to arguments later.

I'm also curious if anyone does it differently.

GGökhan Y***MemberCommunity member
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Sep 2023
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#18

Let me summarize what's been said so far. If decision-making authority isn't defined, it causes daily issues, not just during exits.

If I were you, I'd go this route.

EEmine Y***ExpertCommunity member
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Apr 2024
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7
#19

I have an objection here. The answer varies greatly by industry; there is no one-size-fits-all rule.

Proven by experience.

LLeyla O***Member
Job title
Field sales representative
Sector
Paper
Organization type
boutique agency
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Feb 2024
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21
#20

I completely agree. People defend habits, not processes. Resistance comes from there.

Solutions that work at a small scale collapse when you grow; I learned this late. If you have questions, write them; I'll answer as best I can.

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