Survey templates

For every stage of the customer journey

Conversion

Signup-intent / exit-intent popup

Trigger a 2–3 question popup when someone abandons signup, asking what stopped them and capturing real-time friction points.

Trial health survey

Improve trial conversion rate with a micro-survey after 3–5 days of trial use.

Onboarding

Welcome sequence

Activate users effectively at signup and ask questions to refine your product.

Customer effort score (CES)

Pinpoint friction in tours, docs, and support.

Task-completion follow-up

Once a user completes the key first task (e.g., first project), ask 'What helped most?' and 'What tripped you up?' to optimize your walkthrough.

Activation

“Aha!” confirmation poll

After the user hits your core value milestone, ask 'Did you find what you were looking for?' (yes/no + comment) to validate that activation event.

Product-market fit survey

Battle-tested methodology to validate how well your product fits the market

Engagement

Feedback form

Give users a way to provide feedback as easily as possible via your app or website.

Feature-usage & satisfaction matrix

Regularly list features and ask users to rate frequency (never/weekly/daily) and satisfaction (1—5) to identify power features and candidates for sunset.

In-app pulse survey

Deliver a single-question widget ('How's it going today?') after sessions to maintain a live sentiment barometer.

Retention / Renewal

Churn-exit survey

On cancellation, ask 'What's the main reason for leaving?' with a list of options plus 'Other' to capture primary churn drivers.

Renewal intent survey

Before renewal, email 'How likely are you to renew?' (0—10) plus 'What would make you more likely to renew?' for early win-back insights.

Expansion

Upsell interest survey

Ask active accounts 'Which additional capabilities would you consider adding?' via a checkbox list to inform roadmap and sales outreach.

Usage-based trigger survey

When usage exceeds a threshold (e.g., >80% of seat limit), automatically prompt if they need more seats or premium features to drive timely expansion.

Advocacy

Net promoter score (NPS)

Ask 'How likely are you to recommend us?' (0—10) plus an open comment, the industry standard for referral potential.

Testimonial / case-study invite

For promoters (9—10), follow up with 'Would you be willing to share a quote or join a case study?' to convert satisfaction into social proof.