Free Customer Onboarding Experience Survey template
Check whether new customers reached their first success – 30 days in.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Much churn is decided early, long before the cancellation. This survey lands at day 30 and asks a question that is often an early signal of retention: have you achieved what you signed up to do? It then locates the friction – setup, learning curve, documentation, or support – while the memory of being a beginner is still fresh.
Route low scores straight to your success team as intervention triggers. The open question about the almost-gave-up moment is often the richest source of onboarding fixes.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Your first month
This survey is about your first weeks getting started with us. Tell us what was easy, what was hard and whether you are getting what you signed up for. It takes about 2 minutes.
Q1.Have you achieved what you originally signed up to do?*
- Yes, fully
- Partly
- Not yet, but on track
- No, I am stuck
Q2.How easy were the following?
| Very difficult | Difficult | Neither easy nor difficult | Easy | Very easy | Not applicable | |
|---|---|---|---|---|---|---|
| Initial setup | ||||||
| Learning the basics | ||||||
| Finding help when stuck | ||||||
| Inviting my team |
Q3.Was there a moment you almost gave up? What happened?
Q4.How likely are you to recommend us so far?
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