Use these 7 templates to start collecting the customer evidence your GTM team (and future customers) are looking for.
There are a million ways to mess up a customer survey
Ask too many questions, and you risk survey fatigue. Ask too few, and you miss out on the insights your team needs to make critical decisions and delight customers.
Then, there’s question design. If your survey includes confusing or biased questions, you might as well toss the results in the trash. They’re more likely to mislead than help you unlock the customer insights you’re looking for.
What’s a busy (and overwhelmed) B2B marketer to do?
How to come up with good survey questions
At UserEvidence, we’re on a mission to help B2B marketers capture and share valuable customer evidence.
But you’ll never get the information you need without the right survey questions. Which is why we pulled together a framework any B2B marketing team can use to write better questions.
Here’s how to do it:
- Understand your objective: Know exactly what you want to achieve with your survey. Define clear goals, name your audience, and identify the exact customer proof you need
- Provide clear instructions: Don’t make your customers guess. Provide details on the survey’s purpose, how to answer the different types of questions, and an estimated completion time. Are you using a Likert scale? A ranking system? Let them know
- Keep it simple and clear: Avoid jargon and complex language. If you want quality customer evidence, your questions should be easy to understand and answer
- Be specific: Vague questions are hard to answer. So, be specific about what you want to know. Instead of “How do you feel about our product?” ask “How would you rate {product feature} on a scale from 1-5?”
- Avoid leading questions: Make sure your questions are neutral and unbiased. Leading questions skew your data and may put your respondents in lose-lose situations. For example, “How satisfied are you with our product?” assumes the respondent was satisfied in some capacity. But what if they weren’t? You can ask this question, just include a scale with an option for “not at all satisfied” to offer all possible choices, even the ones you hope they won’t choose
- Pre-test your survey: Consider running a small pilot before rolling out the survey. You can use this time to identify confusing questions or technical issues, ensuring your survey is effective and user-friendly.
- Offer anonymity (optional): Depending on the survey topic, anonymous questions may deliver better answers. If you take this route, assure your customers that their answers will remain anonymous to encourage transparency and accurate customer evidence
Reminder:
Segment responses using classifiers like industry and role. This adds detail and granularity, increasing the specificity of your proof points.
You can also segment by including questions to make your survey participants self-select or sending the survey to a targeted audience.
To read more survey best practices from the UserEvidence, check out this blog.
Templates take the guesswork out of surveys
Expertly designed templates make the writing process a breeze. Templates incorporate best practices, save you time, and reduce the risk of errors.
With templates, you can focus more on analyzing results and less on the intricacies of survey design. Here are the 7 most used survey types in the world of customer evidence:
- Customer baseline survey
- Competitive survey
- Product-specific survey
- Post-renewal survey
- Customer onboarding survey
- Customer benchmarking survey
- Win-loss survey
Whether you’re a seasoned pro or new to creating surveys, these templates will help you collect the customer evidence you need.
Customer baseline survey
What is a customer baseline survey?
Meet your starter survey for capturing customer evidence. The customer baseline survey captures feedback about customer perceptions, preferences, and behaviors.
This is your go-to survey if you’re looking for an initial set of data to use for testimonials, ROI, or proof points.
When is this survey used?
This survey should be sent at least 90 days post-purchase. Still used in the Onboarding phase, but long enough into the customer’s experience to provide tangible feedback on how they like your product or service. Following the first year, this survey acts as an annual customer census.
What should you do with this data?
- Establish business outcomes metrics/statistics (e.g. decreasing time to market, generating pipeline/leads, increasing revenue, time savings, ROI)
- Capture contextual evidence about purchasing rationale (e.g. how the customer is using the product in their organization, competitive win data, use cases, key benefits)
- Gather testimonials and product review data
Include 1-2 customer advocacy questions after the first year to use for testimonials, case studies, and research.
Customer baseline survey template
- On a scale of 0-10, how likely are you to recommend {your product} to a friend or colleague (0 being not at all likely, 5 being neutral, and 10 being extremely likely)?
- 0,1,2,3,4,5,6,7,8,9,10
- What were the main challenges that you were encountering that led you to purchase {your product} Select all that apply.
- [Sales Development Reps (SDRs) struggling to generate enough
opportunities] - [Marketing campaigns aren’t seeing strong engagement]
- [Account Executives (AEs) struggling to justify return on investment in
the product] - [Account Executives consistently losing to the same competitors]
Include the most common challenges your product helps customers overcome.
- [Sales Development Reps (SDRs) struggling to generate enough
- Of the main challenges you selected, which one was your biggest challenge?
- [Sales Development Reps (SDRs) struggling to generate enough opportunities]
- [Marketing campaigns aren’t seeing strong engagement]
- [Account Executives (AEs) struggling to justify return on investment in the product]
- [Account Executives consistently losing to the same competitors]
Question 3 pulls responses from Question 2.
- Which company roles are using {your product} within your organization?
- {Role 1}
- {Role 2}
- {Role 3}
- {Role 4}
- {Role 5}
Common roles could include: Sales Development Representatives (SDRs/BDRs), Account Executives (AEs), Customer Success Managers (CSMs), Finance, Marketing, C-suite, etc.
- Which features of {your product} are most important to you? Select all that apply.
- [Call Recording/Indexing]
- [Automated Email Drips]
- [Centralized Content Library]
- [Chat/Comments/Social]
- [Analytics]
Include the most common features of your product.
- Of the features you selected, which one was most important to you?
- [Call Recording/Indexing]
- [Automated Email Drips]
- [Centralized Content Library]
- [Chat/Comments/Social]
- [Analytics]
Question 6 pulls responses from Question 5.
- Rank the top 3 benefits (where 1 is the most beneficial) of {your product} you expect to achieve.
- {Benefit 1}
- {Benefit 2}
- {Benefit 3}
- {Benefit 4}
- {Benefit 5}
Common benefits could include: improved conversion rates, increased productivity, better positioning vs. competitors, greater cost savings, etc.
- By what % have you [increased or decreased KPI] (100% means the conversion rate doubled)?
- 0-10%
- 11-25%
- 26-50%
- 50-100%
- 101-200%
- 200%+
Ask a question relevant to a product outcome or KPI, such as, increased email conversions, decreased cost per acquisition, increased form fills, etc.
- What do you anticipate will be your timeframe for return on your investment (ROI) in {your product}?
- Less than 1 month
- 1-3 months
- 3-6 months
- 6-12 months
- 12-18 months
- 18 months+
- In a few sentences, please describe the impact {your product} has had on your organization. Please use metrics and specific numbers where applicable.
- Are you willing to let {your product} use your name and company in published research? Here’s how it would show up, “Mike Smith, Sales Manager, Goldman Sachs.”
- Yes
- No, keep me anonymous
- Would you be willing to participate in any of these customer advocacy activities?
- Take a reference call for a sales deal
- Participate in a press release
- Speak at an event
- Refer a friend or colleague to {your product}
- Participate in a webcast/podcast
- Do a longer case study
- Participate in a video testimonial
Competitive survey
What is a competitive survey?
Pinpoint why a customer chose your brand over competitors. The competitive survey provides info on your customers’ perception of their market options. Deploy specific, quantifiable questions to measure your strengths and weaknesses.
When is this survey used?
This survey is typically sent to customers after you win a deal against a competitor in the Consideration/Purchase phase. It can also be used post-renewal in the Retention & Expansion phase if the customer is choosing between your product and one other competitor’s product.
What should you do with this data?
- Create comparison pages for your website or specific landing pages for ads
- Gather shareable evidence positioning you against competitors
- Innovate and improve your product
- Develop targeted marketing campaigns
Include 1-2 customer advocacy questions after the first year to use for testimonials, case studies, and research.
Customer baseline survey template
- Which of the following factors influenced your decision to choose {your product} over competitors? Select up to three.
- Product features
- Pricing
- Customer support
- Ease of use
- Integration with existing systems
- Brand reputation
- User reviews and testimonials
- Other (please specify)
- Of the factors you selected that influenced your decision, which was the most influential?
- Product features
- Pricing
- Customer support
- Ease of use
- Integration with existing systems
- Brand reputation
- User reviews and testimonials
- On a scale of 1 to 5 (1 being inferior, 3 being equal, and 5 being superior), how would you rate our product compared to the competition in terms of:
- Product features
- 1, 2, 3, 4, 5
- Pricing
- 1, 2, 3, 4, 5
- Customer support
- 1, 2, 3, 4, 5
- User experience
- 1, 2, 3, 4, 5
- Reliability
- 1, 2, 3, 4, 5
- Product features
- How important were the following factors in your decision to choose {your product} over competitors?
- Product features
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Pricing
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Customer support
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Ease of use
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Integration with existing systems
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Brand reputation
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- User reviews and testimonials
- Not at all
- Slightly
- Moderately
- Very
- Extremely
- Product features
- How satisfied are you with {your product} in terms of:
- Reliability
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Performance
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Ease of use
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Customizability
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Integration with other tools/systems
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Reliability
- Can you describe a situation where {your product} helped you achieve a significant business objective or overcome a challenge?
- What is your role within your company?
- How do you stay informed about products in our market?
- Industry publications
- Online reviews
- Social media
- Peer recommendations
- Trade shows and conferences
- Other (please specify)
Product-specific survey
What is a product-specific survey?
It’s time to go deep. The product-specific survey covers your feature set, usability, and areas of improvement. Use it to unearth value drivers and measure the ROI of your product set.
When is this survey used?
This survey is sent during the Conversion and Consideration/Purchase phases, when you need product information, as a part of a product launch, or when you’re trying to break into a new market. Just make sure customers have had plenty of time with your product before you hit “send.”
What should you do with this data?
- Substantiate your product claims and highlight product strengths
- Enable your customers to tell your product story
- Highlight detailed use cases in your industry
- Amplify your messaging using customer evidence
For multiple choice questions, include “Other” as an option or “None of the above” in case the options listed aren’t suitable for the respondent’s experience.
Product-specific survey template
- How long have you been using our product?
- < 6 months
- 1-2 years
- 2-5 years
- 5+ years
Include timelines based on your customer lifecycle.
- What is your primary use case for our product? Select one.
- [Use case 1]
- [Use case 2]
- [Use case 3]
- [Use case 4]
- [Use case 5]
- Other (please specify)
Include use cases based on your product’s solutions.
- How well does our product meet your expectations based on our marketing claims?
- Exceeds expectations
- Meets expectations
- Does not meet expectations
- On a scale of 1 to 5 (1 being low performance and 5 being high performance), how satisfied are you with the performance of our product in terms of:
- Reliability
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Ease of use
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Speed
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Customizability
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Integration with other tools
- Not at all satisfied
- Slightly satisfied
- Moderately satisfied
- Very satisfied
- Extremely satisfied
- Reliability
- Which feature of our product do you find most valuable? Select one.
- {Feature 1}
- {Feature 2}
- {Feature 3}
- {Feature 4}
- {Feature 5}
- Other (please specify)
Can swap “Other” for “None of the above” if applicable.
- Have you experienced any of the following benefits since using our product?
- {Increased productivity}
- Yes
- No
- {Cost savings}
- Yes
- No
- {Improved customer satisfaction}
- Yes
- No
- {Increased revenue}
- Yes
- No
Use your product’s benefit claims and solutions.
- {Increased productivity}
- If yes to the above, by what % did the benefit increase while using our product?
- 0-10%
- 11-25%
- 26-50%
- 51-75%
- 76-100%
- 101+%
- Do you have any unique or innovative ways you’ve used our product that you would like to share?
Post-renewal survey
What is a post-renewal survey?
Your customer likes you enough to renew — now, find out exactly why. The post-renewal survey measures value realization. It helps you understand key retention drivers and potential areas where you can improve.
When is this survey used?
This survey goes out right after a contract renewal in the Retention & Expansion phase. Gather info while the topic is fresh on your customer’s mind.
What should you do with this data?
- Collect specific, quantifiable information to show success around your product
- Craft testimonials from qualitative questions and answers
- Find out why customers love working with you
Capture the length of time customers have been using your product to segment users at different stages.
Post-renewal survey template
- How long have you been using {your product}?
- < 1 year
- 2-3 years
- 3-5 years
- 5+ years
Adjust timelines based on your company’s renewal periods or standard contract lengths.
- What is your primary reason for using {your product}?
- On a scale of 1 to 5 (1 being not at all satisfied and 5 being completely satisfied), how satisfied are you with {your product}?
- 1, 2, 3, 4, 5
- Which specific features of {your product} do you find most valuable? Select all that apply.
- {Feature 1}
- {Feature 2}
- {Feature 3}
- {Feature 4}
- {Feature 5}
- Other (please specify)
List features to choose from or leave this open-ended.
- Of the features you find most valuable with {your product}, what are the top 3 benefits you’ve seen since using {your product}? Rank in order of importance (1 being the most important).
- {Benefit 1}
- {Benefit 2}
- {Benefit 3}
- {Benefit 4}
- {Benefit 5}
- Other (please specify)
- What is the main factor that influenced your decision to renew your contract with {your product}?
- {Factor 1}
- {Factor 2}
- {Factor 3}
- {Factor 4}
- {Factor 5}
- Other (please specify)
Common factors could include: product features and performance, customer service and support, pricing and value for money, integration with other tools, reputation, etc.
- What additional features or improvements would make {your product} even more valuable?
- How likely are you to recommend {your product} to others on a scale of 1 to 5 (1 being not at all likely and 5 being very likely)?
- 1, 2, 3, 4, 5
- Would you be interested in participating in a user group or providing a testimonial about your experience with {your product}?
- Yes
- No
Customer onboarding survey
What is a customer onboarding survey?
Setup and support get your customers up and running. The Customer Onboarding Survey tells you whether your onboarding process is working… or not. Ask detailed questions about timing, training, satisfaction, and more.
When is this survey used?
This survey is sent shortly after the onboarding process wraps up, typically within the first few months of the customer’s initial experience using your product.
What should you do with this data?
- Improve your onboarding experience
- Develop support material to assist new users
- Increase adoption rates
- Personalize your follow-up
Consider using matrix questions for a quick snapshot of how your onboarding process sets customers up for success using your product.
Customer onboarding survey template
- On a scale of 1 to 5 (1 being not at all satisfied and 5 being completely satisfied), how would you rate your overall onboarding experience?
- 1, 2, 3, 4, 5
- How clear and easy to follow was the onboarding process?
- Very clear
- Somewhat clear
- Neutral
- Somewhat unclear
- Very unclear
- How well did the onboarding process prepare you to use {your product} effectively?
- Very well
- Somewhat well
- Neutral
- Somewhat poorly
- Very poorly
- What types of onboarding materials did you find helpful? Select all that apply.
- User guides/manuals
- Video tutorials
- Interactive demos
- Live training sessions
- FAQs and knowledge base articles
- Other (please specify)
Insert your company’s onboarding materials as answer choices.
- Of the onboarding materials you found helpful, which was the most valuable? Choose one.
- User guides/manuals
- Video tutorials
- Interactive demos
- Live training sessions
- FAQs and knowledge base articles
- Other (please specify)
- Was the onboarding process too fast, too slow, or just right for your needs?
- Too fast
- Too slow
- Just right
- How would you rate the effectiveness of the training you received?
- Very effective
- Somewhat effective
- Neutral
- Somewhat ineffective
- Very ineffective
- How confident do you feel in using {your product} after completing the onboarding process?
- Very confident
- Somewhat confident
- Neutral
- Somewhat unconfident
- Very unconfident
- What was the most valuable part of the onboarding process for you?
- What additional materials or resources would you like to see included in the onboarding process?
Customer benchmarking survey
What is a customer benchmarking survey?
It’s time to replicate your best customer. With a customer benchmarking survey, learn the secret ingredients your customer base uses to achieve success with your product. Track product usage, best practices, and hidden insights, then share these tips to help every user make the most of your solution.
When is this survey used?
This survey should be sent annually during the Retention & Expansion phase to capture and share new recommendations and best practices to get the most out of your product. Only send this to your current customers.
What should you do with this data?
- Identify best practices to replicate across your customer base
- Share data as educational tools and connection points (think customer communities)
- Reduce at-risk customer churn by sharing the best customer evidence
- Keep an eye on what's working and what isn't
Include at least one testimonial question to allow respondents to share their creative tips and tricks or best practices with your product that you may not know about.
Customer benchmarking survey template
- Which company roles are using {your product} within your organization?
- {Role 1}
- {Role 2}
- {Role 3}
- {Role 4}
- {Role 5}
Common roles could include: Sales Development Representatives (SDRs/BDRs), Account Executives (AEs), Customer Success Managers (CSMs), Finance, Marketing, C-suite, etc.
- Do you plan on investing in AI this year?
- Yes
- No
- Which features of {your product} do you use the most? Select all that apply.
- {Feature 1}
- {Feature 2}
- {Feature 3}
- {Feature 4}
- {Feature 5}
- {Feature 6}
- Other (please specify)
For example, if you’re a B2B Revenue Platform, your features may include: call recording, automated email drips, centralized content library, etc.
- Of the features you use the most, which feature has the most impact on your business? Choose one.
- {Feature 1}
- {Feature 2}
- {Feature 3}
- {Feature 4}
- {Feature 5}
- {Feature 6}
- Other (please specify)
- How do you currently use {your product} in your daily operations?
- {Common use 1}
- {Common use 2}
- {Common use 3}
- {Common use 4}
- {Common use 5}
- {Common use 6}
- Other (please specify)
Provide the most common use cases for your product.
- What best practices have you developed while using {your product}?
- Which other tools and systems do you integrate {your product} in your workflow?
- {Tool/System 1}
- {Tool/System 2}
- {Tool/System 3}
- {Tool/System 4}
- {Tool/System 5}
- {Tool/System 6}
- Other (please specify)
- N/A
- Are there any tips or tricks you’ve discovered that help you get the most out of {your product}?
- What common mistakes should new users avoid when using our product?
Win-loss survey
What is a win-loss survey?
Not all sales cycles end as closed-won. But that doesn’t mean you can’t learn valuable insights from the loss. The win-loss survey tells you how prospects evaluated your product. Use it to understand the decision-making process and factors influencing their purchase decision, even if they didn’t choose your product.
When is this survey used?
This survey goes out right after a prospect chooses not to purchase or renew in the Retention & Expansion phase.
What should you do with this data?
- Provide key feedback to leadership (raise any red flags)
- Inform processes and product improvements
- Improve your sales strategies
- Understand customer decision making at each stage of the buying journey
Ask the respondent’s role in the renewal process. This will help determine if and how they impacted the decision and whether you should include additional stakeholders in the next sales cycle.
Win-loss survey template
- What role did you play in the renewal process?
- Decision maker
- Champion
- Executive sponsor
- Individual contributor
- Other (please specify)
- Were you involved in the initial buying process of {your product}?
- Yes, in the same role
- Yes, in a different role
- No
- How far in advance did your team finalize the decision not to renew with {your product}?
- 6 months or earlier
- 4 – 6 months
- 2 – 3 months
- < 2 months
Adjust timelines based on your company’s renewal cycle.
- In a few sentences, please tell us a little more about your evaluation criteria and what factors drove the decision to not renew your {your product} contract.
- Which of the following factors that led to the decision not to renew with {your product}? Select all that apply.
- Budgetary restrictions
- Price
- Bad timing
- Business event (RIF/acquisition/etc.)
- Better offering with a competitor/in-house solution
- Feature/Roadmap blockers
- Survey fatigue
- Support/CS experience
- Weak adoption/usage of content by sales team
- Other (please specify)
- Of the factors that led to the decision not to renew with {your product}, which 2 were the most influential?
- Budgetary restrictions
- Price
- Bad timing
- Business event (RIF/acquisition/etc.)
- Better offering with a competitor/in-house solution
- Feature/Roadmap blockers
- Survey fatigue
- Support/CS experience
- Weak adoption/usage of content by sales team
- Other (please specify)
- How likely are you to consider {your product} in the future?
- Very likely
- Likely
- Neutral
- Not likely
- Would not consider
- N/A
- Any additional comments/feedback that may be helpful to the {your product} team to make the product or customer experience better?
The cheat code for customer evidence
Using these survey templates is a great first step to building a library of customer proof points.
UserEvidence is the cheat code B2B marketing teams rely on to capture customer evidence at scale. With UserEvidence, B2B marketing teams can continually:
- Capture feedback from your customers
- Curate the best insights and stories
- Share content to deploy across marketing channels
Survey question glossary
Multiple Choice (One) – We’ve all taken multiple choice tests. The only difference between multiple choice survey questions and multiple choice test questions is surveys have no wrong answers.
These survey questions are popular because they’re easy for respondents to answer and easy for you, the asker, to analyze. They offer a predetermined list of answers, and when specified, require one choice. And they are best used for quantifying and comparing, rating, and nominal scales. They also help narrow down the answers you’re looking for.
Watch out for bias: Pre-selected choices can lead to biased answers. A way around this is to use “Other” as an option for the respondent to fill in their own answer.
Multiple Choice (Many) – What’s better than one right choice? Several right choices! Plus, you get multiple customer data points showing correlations between different product features and respondent preferences.
Watch out for bias: Again, to avoid biased answers, add “Other” as an option.
Testimonial – Open-ended questions are often referred to as “testimonial” questions because the respondent has full control over their answer. The respondent is not limited by predetermined choices – they are able to share information you might not think to ask. Then, you can take their feedback and use it for testimonials.
Watch out for too many open-ended questions: The more effort or time a respondent spends, the less likely they are to complete the survey. Too many open-ended questions can lead to abandonment. Cap these questions at 2-3.
Slider – Looking for a more engaging survey experience? Throw in a sliding scale. Yes, this is an actual scale respondents can slide (with their cursor) to indicate their level of agreement, satisfaction, or other quantitative measures. Sliders help you measure continuous data in an interactive format and they’re more engaging than your average survey question.
Watch out for confusion: Include clear instructions on what they need to do to answer the question, such as “click on and drag the bar to select your answer.”
Likert scale – Want to measure whether your respondent agrees or disagrees? The Likert is your tool of choice. This question type provides a range of response options along a continuum, usually from “strongly agree” to “strongly disagree.” This question gauges attitudes and opinions, helping you capture customer sentiment.
Watch out for uneven positive vs. negative answer choices: You don’t want positive answer choices to outnumber negative answer choices because this can lead to biased responses and skewed data.
Matrix – Now we’re getting fancy. A matrix provides a series of Likert or rating scale questions arranged in a grid (or matrix) format. Respondents answer questions about multiple features using the same set of response options. The benefit here is a lower abandonment rate and a standard scale for measuring responses.
Watch out for poor mobile device UI: Keep the matrix small or break it into smaller sections or alt formats for better mobile experience.
Bonus: Watch out for lack of clarity: Always include specific instructions for each question so the respondents don’t get confused with what they are answering.
Classifier – Who’s answering your survey? With classifier questions, you can identify respondents based on their involvement in the decision-making process and product usage, which is crucial for understanding perspectives and tailoring marketing strategies.
Watch out for narrowing the classifiers too much: If you offer options that are too specific, you run the risk of having a low response rate within each classification. This can lead to the customer data set being not statistically significant. For example, instead of “Marking Analyst I,” “Marketing Analyst II,” and “Marketing Analyst III,” consider going with “Marketing Analyst.”