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Share Feedback with Numeral

Learn how to share feedback with Numeral, including onboarding feedback, support surveys, NPS, and product feedback or feature requests.

Written by Sadie Rudiger

There are several ways you may be asked to share feedback throughout your experience with Numeral. Each type of feedback helps us understand what’s working, where we can improve, and what matters most to our clients.

1. OSAT — After Onboarding

After you complete onboarding, you’ll have an opportunity to share feedback on your overall onboarding experience. The survey covers things like:

  • Overall experience

  • Clarity of next steps throughout onboarding

  • Responsiveness when you had questions

  • Confidence in your sales tax filings going forward

  • How well the onboarding experience matched what was presented during the sales process

  • Likelihood to recommend the onboarding experience to a peer

  • Any additional comments or feedback

Your feedback helps us identify opportunities to improve the onboarding experience and ensure expectations, communication, and processes are clear from the start.

2. CSAT — After Support

After a support ticket is closed or marked resolved, you’ll receive a short CSAT survey, which may appear in the Dashboard chat or be sent by email.

This is your opportunity to share feedback on your support experience, including:

  • Quality and clarity of the resolution

  • Response time and communication

  • Your overall experience working with the Numeral team

CSAT responses are reviewed by our CX team to identify trends, improve processes and systems, and continuously improve the support experience.

3. NPS — Ongoing Feedback

We also use NPS to understand how you're feeling about your overall experience with Numeral.

NPS surveys are sent quarterly to users associated with a Numeral account and ask two questions:

  1. How likely are you to recommend Numeral to a friend or colleague? — 0–10 scale

  2. What is the primary reason for your score? — Optional written feedback

Your score helps us understand overall client sentiment, while your written feedback gives us more context about what’s driving your experience.

tl;dr

  • Support request? Use the Dashboard chat to contact Support so your request can be routed to the appropriate team.

  • General experience feedback? Look out for OSAT, CSAT, and NPS surveys throughout your Numeral experience.

We review feedback across all of these channels to identify trends, prioritize improvements, and make Numeral better for our clients.

💬 Questions? Reach out to our team anytime via the messaging widget in your Numeral dashboard.

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