Customer experience template

Customer onboarding feedback

Assess quality, usefulness and outcomes from the customer onboarding process.

3 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

Which part of the customer onboarding process did you participate in?

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.

Full programmeOne sessionMultiple sessionsSupport activityOther
2

How useful was it to you?

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.

3

Have you applied anything you learned or received?

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

What changed as a result?

Required

Captures context, examples, and ideas that fixed options may miss. It is required in this starting template, but you can change that in the builder.

5

What should be improved for future participants?

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 onboarding feedback 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 onboarding feedback template | Surveyor