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Security review survey template

Shorten your security reviews, with what buyers' teams tell you

Four questions for the buyer once their security review is signed off: how easy it was to get what they needed, what they asked for, how long it took and what was missing. Usertick reads every written answer and groups the gaps into themes.

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What this security review survey tells you

A security review survey asks the buyer's team how hard it was to get your security documents and answers. This template takes about a minute: an effort score, the documents they asked for, how long it took to get everything and one open question about what was missing or hard to get.

It is written for an email to the buyer's security contact when the review is signed off. Add the contact to a list and send it from Usertick, or have the account executive share the survey's link in the sign-off thread. A link on your security page reaches reviewers who are still in the middle of a review.

Results shows the effort score with the share who found it easy, the share of each document request and the share for each time frame, against the period before. Usertick reads each written answer and files it under a theme with a type and a sentiment, so the same gap named in several reviews stands out.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email to the buyer's security team when the review is signed off
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Customer effort

How easy was it to get what your security team needed?

Why ask it
A security review slows a deal when documents are hard to find or answers take days. The effort score measures that friction from the buyer's side.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, compared with the period before.
Make it yours
Keep it first, so the reviewer can tap a score inside the email and open the rest of the survey.
Question 2 of 4 · Multiple choice · Optional

What did your team ask for?

Why ask it
The documents buyers ask for most are the ones to keep ready and current. Allowing several answers shows the full package a typical review needs.
What you learn
Bars with the share and count of each request, since reviewers can pick several, with the typed Other answers listed. Select A security questionnaire to see how long those reviews took.
Make it yours
Match the options to the documents you can share today, and add any your sales team is asked for often.
Question 3 of 4 · Multiple choice

How long did it take to get everything?

Why ask it
Time to complete is what the review costs the deal. Four plain time frames make it a quick answer you can compare across the year.
What you learn
A donut with the share for each time frame, over time as stacked shares. Select More than a month to read what was missing in those reviews.
Make it yours
Read it with the requests, since a review that took more than a month often points to one document you didn't have ready.
Question 4 of 4 · Text · Optional

What was missing or hard to get?

Why ask it
The missing piece is the next document to prepare, named by the person who had to chase it.
What you learn
Usertick reads each answer and gives it a theme, a type such as a complaint or a question, and a sentiment. Results lists the answers filterable by theme, with up to 8 themes and their trends.
Make it yours
Keep it optional, and share the answers each quarter with whoever owns your security documents.

What the answers show

Results turns each question into numbers you can follow week by week.

How easy was it to get what your security team needed?

The average on its own scale and the share who found it easy, against the period before and by device.

What did your team ask for?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

How long did it take to get everything?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Security review process in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it at sign-off

    Ask the day the review is signed off, while the reviewer remembers each request. Later, the deal and the review blur together.

  2. 02

    Ask the reviewer directly

    Send it to the person on the buyer's security team who ran the review, who may be someone other than your main contact.

  3. 03

    Keep sales in the loop

    On every plan, a workflow posts each response to your sales channel in Slack or Microsoft Teams, so the account executive sees what slowed the deal.

  4. 04

    Prepare the top gap first

    Each quarter, take the theme that comes up most in the last question and add that document to the package you send at the start of every review.

Customer effort scoreSaaS surveysEmail surveysSecurity and compliance questions

More customer effort templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
Customer effortSSO setupMeasure how hard single sign-on is to set up and where admins get blocked. Send it to admins a day after SSO is turned on.
Customer effortData importFind out how smoothly customers brought their data in and what went wrong along the way. Show it after the first import completes.
Customer effortSandbox experienceLearn how well your test environment prepares developers for going live. Send it when a customer moves from the sandbox to production.
Customer effortIntegration setupMeasure how easy it is to connect an integration, find the step where people get stuck and learn which tools they want next. Show it right after someone connects an integration.

Questions from the library

Browse the question library
  1. How safe does your data feel with us?Big scale · Security and compliance
  2. Which certifications matter to your organization?Multiple choice · Security and compliance
  3. Did our security page answer your questions?Yes / No · Security and compliance
  4. Which tools do you need us to connect with?Multiple choice · Integrations and API
  5. How easy was it to set up your first integration?Customer effort · Integrations and API
  6. Does the integration send everything you expected?Yes / No · Integrations and API

Frequently asked questions

When the review is signed off, by email from Usertick or as a link from the deal's sales contact. The reviewer still remembers what was missing.

The person on the buyer's side who ran the security review. Add them to a contact list, or have your account executive send them the link.

Four, as here, which takes about a minute. Reviewers fill in long questionnaires all day, so this one stays short and mostly taps.

Select More than a month in Results and read what was missing in those reviews. Prepare that document ahead of time and share it at the start of the next review.

On every plan, a workflow syncs each response to the HubSpot contact, so the deal record shows how the review went. For Salesforce, use a Zapier step on any plan.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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