Summary

• Introduction
• QBRs: Show Customer Sentiment Over Time
• Sales Presentations: Show Tag Trends to Leads
• 1:1 Coaching: Help Employees Grow
• Company Culture: Review Badge Alignment
• Turn Feedback into Google Reviews
• Customer Health: Analyze CNV Report for Feedback Gaps
• Conclusion

Introduction

Crewhu's reporting filters give you powerful ways to gain insights, recognize top performers, engage customers, and even generate leads. Here's how to make the most of your reports by selecting the right filters for each use case.

QBRs: Show Customer Sentiment Over Time

Use it for: Quarterly Business Reviews (QBRs) or account review meetings. This report will show the volume and quality of surveys collected from a specific customer, helping you highlight satisfaction trends and areas for improvement.

Location in Crewhu: Reports > CSAT Details

Example:

Sales Presentations: Show Tag Trends to Leads

Use it for: Sales or demo presentations. Use this report to show which feedback tags are most commonly selected by customers. For example, if “Resolution Time” or “Helpfulness” consistently appear, it builds credibility and shows that your team delivers real value.

Location in Crewhu: Reports > CSAT Details

Example:

1:1 Coaching: Help Employees Grow

Use it for: One-on-one meetings. This report lets you break down feedback by employee and tag. You’ll see what each person is praised for and where they can improve. For example, if one tech excels in “Accuracy” and another in “Responsiveness,” encourage them to share strategies and learn from each other.

Location in Crewhu: Reports > CSAT Details

Example:

Company Culture: Review Badge Alignment

Use it for: Employee coaching and cultural alignment. View how many badges each employee has received and given. This shows whether they're engaging with peers and living your company values, giving you concrete examples to recognize or coach them on.

Location in Crewhu: Reports > Badge Engagement

Example:

Turn Feedback into Google Reviews

Use it for: Sending review request emails. Identify happy customers and reach out to thank them and invite them to leave a Google review.

Location in Crewhu: Reports > CSAT Details

Example:

Example email template:

Subject: Thanks for your feedback 💬

Hi [Customer Name],

Thank you so much for your recent feedback—we’re thrilled to hear that you had a great experience!

If you don’t mind, would you be willing to share your thoughts in a Google review? It would mean a lot to our team.

👉 [Insert Google Review link]

Thanks again for your support!

Best regards,
[Your Name]
[Your Company]

Customer Health: Analyze CNV Report for Feedback Gaps

Use it for: Identifying customers who open tickets but never provide feedback. If a customer has a low or 0% conversion rate, it may signal disengagement—or worse, dissatisfaction. Reach out to check in and gather their input.

Location in Crewhu: Reports > CNV (Conversion Rate)

Example:

Conclusion

Using Crewhu’s reports this way empowers you to:

✅ Celebrate wins
✅ Coach your team
✅ Impress prospects
✅ Engage customers
✅ Protect relationships