Customer success story questionnaire template

The questions you ask should depend on your process. For example, will there be a follow-up interview? Or do you want to collect everything through the questionnaire? The steps involved will determine the level of detail you need.

So, let's say you're planning a follow-up interview after the questionnaire. In this case, you might only use the survey to see if their story is worth pursuing or not—if so, best to keep it short and sweet. Just gather essential info like contact details, their role, and where they work. Plus a Long Text question where they can quickly summarize their story.

If you're gathering the bulk of your material through this survey, it's time to dig deeper. Give customers space to speak their minds by adding a range of open-ended questions—whether it's about the problems your product solves, or the features they love the most. If you're on one of our Paid plans, you can even include a File Upload question where they can drop in photos.

Not sure where to start? Check out our pre-made template. You can use the questions we've given you, or switch it all up and make it your own.

You sure can. And with our flexible builder, it's as easy as pie.

You can upload your own content, or browse our library of professional photos, videos, and icons. Then, find the perfect fonts, colors, and backgrounds that suit your branding. Last but not least, choose the question types that'll help you write a strong customer success story.

Start tweaking our template, and create a great questionnaire in minutes.