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Qualtrics health check

A health check is an independent review of how your Qualtrics account is set up and used. We look at surveys, contact data, automations, dashboards, permissions and integrations, then tell you what to fix and what to simplify. We also show you what you're paying for and not using.

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When it helps

Signs you need this.

  • The account has grown for years without a clean-up.
  • The people who built it have moved on.
  • Things break when someone changes a survey.
  • Renewal is approaching and you want to know what you need.
  • Users find the dashboards confusing.

How we do it

How a Qualtrics health check runs.

  1. Access and scope

    We agree which projects, directories and dashboards are in scope, and you give us read access.

  2. Configuration review

    We check survey logic, embedded data, contact lists, automations, tickets and dashboard data sources.

  3. Usage review

    We look at who logs in, what is used and what has been abandoned.

  4. Risk check

    We flag fragile set-ups, permission problems and single points of failure.

  5. Report

    We present findings in order of importance, separating quick fixes from those that need a project.

What you get

What you have at the end.

  • A written findings report
  • A prioritised fix list with effort estimates
  • A simplification plan: what to merge, archive or delete
  • Notes for your renewal conversation
  • An optional fix phase, quoted separately

Your part

What we need from you.

  • Read access to the projects, directories and dashboards in scope
  • A short briefing on how the account is used
  • A contact who knows its history
  • Any known problems you want checked first

Questions

Questions you may have.

Do you need admin access?

Read access to the relevant projects is enough for the review. Changes are made only with your approval.

Will you recommend buying more?

Only where a gap can't be closed with what you have. We don't sell licences and earn nothing from your renewal.

How long does a health check take?

The size of the account sets the length: how many projects, directories and dashboards are in scope. The proposal gives you a timeline.

Related

Related services.

Next step

Tell us where your programme is.

The first call is free and carries no obligation. You'll speak to our principal consultant, who would lead the work.

Request a discovery call info@unfoldcx.com