Customer Onboarding
Find out how smoothly new customers get started, where they hit obstacles and when they experience their first real value.
The live demo opens the real questionnaire — no signup required.
This template accompanies new customers as they get started: it rates onboarding overall, individual aspects such as setup, pace, support and documentation, and asks whether the first value has already been reached. That shortens time-to-value and reduces early churn.
When should you use this template?
This template is a great fit for:
- After setup or go-live is completed
- A few days or weeks after the contract starts
- After a guided onboarding session
Every question in this template
- 1Rating
Overall, how satisfied are you with your onboarding? *
- 2Matrix
How would you rate the following aspects of your onboarding?
Very poor Poor Average Good Very good Clarity of setup Speed Support Documentation - 3Single choice
Have you already reached your first goal with our product?
- Yes, fully
- Partially
- Not yet
- 4Long text
Where did you run into obstacles when getting started?
Related survey templates
- Customer Satisfaction (CSAT)Measure how satisfied your customers are across the key touchpoints and surface concrete areas to improve.
- Net Promoter Score (NPS)Capture how likely your customers are to recommend you and use an open follow-up to understand the why behind the score.
- Product FeedbackUnderstand how satisfied your users are with your product, which features they value and what they are still missing.
- Support and Service Feedback (CSAT)Capture right after a support contact how satisfied your customers were with the resolution, the advice and the effort involved.
Frequently asked questions
Why does onboarding feedback matter?
When should I send the survey?
Is the survey GDPR-compliant?
Start with this template
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