SayPro Interaction Preference Survey Template (Excel & Word)
SayPro Templates to Use
(All templates are provided by SayPro and available via the SayPro website)
SayPro Template: SayPro Interaction Preference Survey Template
Available Formats: Excel & Word
SayPro Purpose of the Template:
The SayPro Interaction Preference Survey Template is designed to help team members collect and record individual or stakeholder communication preferences in a structured and consistent format. This ensures that SayPro maintains effective, respectful, and personalized contact with clients, partners, employees, and program participants.
SayPro What the Template Includes:
Whether in Excel or Word, the template typically includes the following fields:
| Field | Description |
|---|---|
| Full Name | Person’s full name (optional if anonymous) |
| Role or Relationship to SayPro | (e.g., Client, Employee, Partner, Student) |
| Region | Geographic location or base of operations |
| Age Group | Child, Teenager, Youth (20–35), Adult, Senior |
| Gender | Male, Female, Other, Prefer not to say |
| Preferred Contact Method | Email, Phone, WhatsApp, Zoom, SMS, Social Media |
| Preferred Language | English, French, Swahili, etc. |
| Best Time to Contact | (e.g., Morning, Afternoon, Evening) |
| Notes/Additional Preferences | Any special requests or communication considerations |
SayPro How to Access the Template:
- Go to the SayPro Website:
https://www.saypro.online - Navigate to:
Resources > Templates > Interaction Preference Survey - Download Options:
- Excel Version (.xlsx) – Ideal for data entry and bulk analysis
- Word Version (.docx) – Suitable for printed or interview-style collection
SayPro Usage Instructions:
- Use this template when collecting preferences from:
- New clients or participants
- Existing stakeholders during onboarding or review
- Internal team members for internal communication optimization
- Collected data can later be transferred to the SayPro Master Interaction Preference Sheet.
SayPro Recommended Submission:
- Submit all completed surveys or collected data via the SayPro Portal
- Include in weekly or monthly updates to the interaction database
SayPro Need Help Using the Template?
SayPro offers short training or guidance for using templates effectively. For support, contact:
- Email: support@saypro.online
- Phone: +[Insert Number]
- Live Chat: Available on the SayPro website during working hours
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