Customer experience template

Customer effort score

Identify current conditions, priorities and gaps related to how easy it was to complete your task.

3 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

How would you rate the current situation for how easy it was to complete your task?

Required

Creates a consistent numeric measure that can be compared across respondents. It is required in this starting template, but you can change that in the builder.

2

Which challenges currently apply?

Required

Allows more than one applicable factor without forcing a false single choice. It is required in this starting template, but you can change that in the builder.

Limited resourcesLimited informationAccess barriersCapacity or skillsNo major challenge
3

Is adequate support currently available?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

4

Which priority should be addressed first?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

Immediate basic needAccessQualityCapacityLong-term sustainability
5

Please explain the most important need or recommendation.

Captures context, examples, and ideas that fixed options may miss. It is optional so respondents can continue when it does not apply.

Sample-size considerations

Invite everyone who completed the relevant journey during a defined period. Compare response rate and respondent mix with the full customer population before generalising.

Best practices

Send close to the experienceKeep rating scales consistentLeave room for an open explanation

Common mistakes

Surveying the same customer too oftenCombining several journeys in one ratingTreating satisfaction as proof of loyalty

Frequently asked questions

Can I edit the customer effort score template?

Yes. Every question, answer option, required setting, section, theme, and eligible logic rule can be changed in Surveyor before you publish.

Can I preview the questionnaire before signing up?

Yes. The respondent preview is available without an account. An account is required only when you want to create and save an editable survey in a protected workspace.

Last reviewed 2 August 2026

Customer effort score template | Surveyor