OakTech Systems | Q2 Survey

Your Input Helps Us Serve You Better
Q2 2026 Client Survey

As we wrap up Q2 2026, we’d truly appreciate taking a few minutes to hear about your experience working with Oaktech.

Your feedback helps us refine our solutions, improve client experience, and continue delivering stronger outcomes across fundraising, operations, and AI-enabled workflows.

We also love highlighting the successes our clients achieve. With your permission, portions of your feedback may be featured in future client success stories, testimonials, or case studies.

This survey should take approximately 5 minutes to complete.

Thank you again for your continued trust and collaboration. Your input is incredibly valuable to our team and helps shape how we move forward.

Full Name *

Company Name *

Email Address *

Which Oaktech solution(s) did you engage with in Q1 2026? (Select all that apply)

AI Fund Incubation Solutions

AI Fundraising Solutions

Due Diligence Co-Pilot

Business Process Assessment with AI

Other (please specify):

Question 1: What was your primary goal or challenge when you engaged Oaktech?

Question 2: What specific, measurable results did you achieve with Oaktech's solutions?

Question 3: On a scale of 1–5, how would you rate the impact of Oaktech’s solutions on your business objective? [1 = Minimal impact | 5 = Extremely impactful] *

BadGood

Question 4: How did our AI-powered approach compare to traditional methods or other providers you've worked with? *

Significantly better

Somewhat better

About the same

Not as good as expected

What factors had the biggest impact on your experience?

Question 5: How would you describe the professionalism, responsiveness, and reliability of our team? *

Excellent

Good

Fair

Needs Improvement

Can you tell us more about what shaped your experience with our team?

Question 6: If a colleague asked about Oaktech, what would you say?

Question 7: Based on your experience, how likely are you to work with Oaktech again or recommend us to others? 0 = Not likely at all, 10 = Extremely likely *

BadGood

What influenced your rating?

Question 8: What part of working with Oaktech created the most value for your organization? [Select up to 3]

Other (please specify)

Question 9: What could we have done better or differently to make your experience even more successful?

Question 10: Would you be willing to participate in a brief success story, testimonial, or case study? *

Yes, I'd be happy to participate in a detailed case study

Yes, but I'd prefer to provide written responses only

Maybe – please reach out to discuss

No, but you can use my survey responses anonymously

No, please keep my feedback private

Question 11: If we may feature your feedback, how would you prefer to be credited?

Other:

Your Feedback Matters

Your insights help us refine our services, improve the client experience, and continue building solutions that support your goals with greater clarity, speed, and impact.