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344 templates
NPS · Any businessNet Promoter Score (NPS)Measure how likely customers are to recommend you, and hear the reason behind each score. Send it every quarter by email or in the app to track loyalty over time.
CSAT · Any businessCustomer satisfaction (CSAT)Find out how satisfied customers are with a purchase, a visit or a support conversation. Send it within 24 hours, while the experience is still fresh.
Customer effort · Any businessCustomer effort (CES)Measure how much effort it took customers to get what they needed. Show it right after a support ticket is solved, a checkout or a setup step.
Product · SaaSProduct feedbackGive users one place to share what they think of the product, sorted by area so it reaches the right team. Run it as an always-on feedback button inside your app.
Onboarding · SaaSOnboarding feedbackLearn how the first steps in your product felt, what new users came to do and where they got stuck. Trigger it when someone finishes setup or on their third day.
Churn · SaaSCancellation surveyUnderstand why customers cancel, so you can fix the biggest reasons first. Show it in the cancel flow, just before the final confirmation.
Retention · Any businessExit intentAsk visitors why they're leaving, and find what stops them from signing up or buying. Show it on exit intent, on your key pages only and to first-time visitors.
CSAT · E-commercePost-purchaseHear how the buying experience went, what almost stopped the order and, from first-time buyers, where they found you. Show it on the order confirmation page.
Product · SaaSFeature requestCollect feature ideas together with the problem behind them and how people cope today. Link it from your help menu, your roadmap or your changelog.
Product · SaaSBeta feedbackGet structured feedback from early users on a feature before it launches to everyone. Send it after testers have used the beta for about a week.
Product · Any businessWebsite feedback buttonAn always-on button that lets visitors report a problem, suggest an idea or leave a compliment. Keep it on every page as a side tab.
CSAT · EventsPost-eventFind out how attendees rated your webinar, workshop or conference, whether the content and length were right and what to change next time. Send it within a day of the event.
Research · SaaSProduct-market fitTrack product-market fit with the Sean Ellis question: the share of users who would be very disappointed without you. Send it to people who used the product at least twice in the last two weeks.
Pricing · SaaSPricing page feedbackFind out what keeps visitors on your pricing page from choosing a plan. Show it after 30 seconds on the pricing page, or when they're about to leave.
Support · Any businessSupport follow-upCheck whether a support conversation actually solved the problem, how much effort it took and how the person who helped did. Send it automatically when a ticket is closed.
Customer effort · Any businessTask effort reviewMeasure the effort and time a key task takes, and find the step that slows people down. Show it after someone finishes a long task, such as an import or their first report.
Research · SaaSRoadmap prioritiesLet users divide 100 points across what you could build next, so you see real trade-offs instead of a wish list. Send it to active users before you plan the next quarter.
Research · Any businessPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.
Retention · Any businessWeekly customer pulseA light weekly check on how customers feel about your product and how confident they are using it. Show it in the app once a week to active users.
Onboarding · SaaSTime to valueFind out how long new customers take to get real value from your product and what slows them down. Send it 30 days after signup.
CSAT · E-commerceCheckout experienceFind where checkout causes friction and what nearly made shoppers leave. Show it on the order confirmation page, once per customer.
Support · SaaSHelp article feedbackLearn whether your help articles answer people's questions and which topics are missing or outdated. Add it to the bottom of every help article.
Churn · SaaSBefore you goA cancellation flow that asks why, offers a pause instead and learns what would win the customer back. Place it between the cancel button and the final confirmation.
NPS · Any businessNPS deep diveGo beyond the score: see which parts of your service drive it and the one change that would raise it. Send it twice a year to customers who've been with you for three months or more.
Retention · Any businessQuarterly check-inA short quarterly check on how the relationship is going, the value customers get and what to focus on next. Send it by email at the start of each quarter.
Research · SaaSWin/loss analysisLearn why prospects chose you or someone else, and what decided it. Send it within two weeks of a closed deal, won or lost.
Pricing · SaaSEnd of trialSee who plans to subscribe when the trial ends, what's holding the rest back and how the price feels. Send it two days before the trial ends.
Product · SaaSFeature adoption checkFind out whether users have found a new feature, what keeps the rest away and what would make it part of their routine. Show it in the app two weeks after the release.
Product · SaaSDeveloper experienceLearn how quickly developers get their first API call working and where your docs or SDKs slow them down. Send it a few days after someone creates their first API key.
CSAT · E-commerceDelivery experienceFind out how the delivery went, whether the order arrived in good condition and how the carrier did. Send it a day after tracking shows the order as delivered.
Customer effort · E-commerceReturns and refundsMeasure how easy your returns process is and learn the real reasons products come back. Send it once the refund has been issued.
CSAT · E-commerceProduct reviewCollect star ratings and written reviews you can show on the product page, with an optional photo. Send it one to two weeks after delivery, once the product has been used.
CSAT · HospitalityHotel stayLearn how guests rated their stay, from check-in to breakfast, and whether they'd recommend you. Email it the day after check-out.
CSAT · HospitalityRestaurant visitFind out how guests rated the food, the service and the atmosphere, and whether they'd recommend you. Share it with a QR code on the receipt or by email after a booking.
Customer effort · HospitalityReservation and arrivalMeasure how easy it is to book a table and how long guests wait to be seated. Send it after the visit to guests who booked ahead.
CSAT · HealthcareAppointment experienceLearn how patients experienced a visit, from booking and waiting to how clearly things were explained and what happens next. Send it the same day, and keep it free of medical details.
Customer effort · HealthcareTelehealth visitFind out how easy it was to join a video visit and whether patients would choose one again. Send it right after the call ends.
CSAT · EducationCourse evaluationCollect end-of-course feedback on the content, the pace and the instructor, plus one change for next time. Send it in the last week of the course, before final grades.
Retention · EducationAfter-class checkA one-minute check for college and adult learners on how much of today's class made sense and what is still unclear. Share the link or QR code at the end of each class.
Onboarding · FinanceAccount openingFind out how easy it was to open an account and where people hesitated, especially during identity checks. Send it a day after the account is approved.
Support · FinanceTrust and supportMeasure how well a request was handled and how much customers trust you with their money. Send it after a support case is closed.
Customer effort · TravelBooking experienceMeasure how easy it is to book a trip and learn what almost made people give up. Show it on the booking confirmation page.
NPS · TravelAfter the tripFind out whether travelers would recommend you and which parts of the trip made it. Email it two or three days after they get home.
CSAT · Real estateProperty showingGet quick feedback after a showing: how it went, how interested the buyer or renter is and what's holding them back. Send it within a few hours of the showing.
Retention · Real estateTenant satisfactionCheck how tenants feel about living in your property, from maintenance to communication, and whether they plan to renew. Send it twice a year.
Retention · HR and employeesTeam pulseA short, anonymous check on workload, support and whether people feel heard. Send it every week or two to the whole team.
Onboarding · HR and employeesNew hire, day 30Check in with new hires after their first month: what's in place, what slowed them down and what the next person should know. Send it on day 30.
Churn · HR and employeesExit surveyUnderstand why people leave and what would have kept them, while they're still happy to tell you. Send it during the notice period, before the last week.
CSAT · EventsSession feedbackRate each talk or workshop while it's fresh and learn what attendees want more of. Show a QR code on the last slide or send it in the event app.
Customer effort · EventsRegistration and check-inFind out how easy it was to register and get through the door on the day. Send it on the morning of day one, once check-in closes.
NPS · Mobile appsApp rating promptAsk how people are enjoying the app, invite every one of them to rate it in the store and learn what to fix from those who enjoy it less. Show it after a success moment, never on the first launch.
Support · Mobile appsAfter a crashCollect what users were doing when the app closed, so your team can reproduce the crash. Show it the next time the app opens after a crash.
CSAT · AgenciesProject wrap-upGet the client's view of a finished project, from communication to budget, and what to change next time. Send it a week after final delivery.
Retention · AgenciesMonthly client check-inA quick monthly read on how the relationship feels and what the client needs more of. Send it a few days before your monthly call.
Retention · NonprofitsDonor feedbackLearn how easy giving was, what moved donors to give and how they want to hear about impact. Send it with the thank-you email after a donation.
CSAT · NonprofitsVolunteer shiftFind out how volunteers experienced a shift, from the briefing to feeling appreciated. Send it the day after the shift.
Retention · MediaNewsletter feedbackLearn what subscribers read, how often they want to hear from you and what would make them unsubscribe. Link it from the footer of your newsletter.
Product · MediaArticle feedbackThe classic question at the end of an article: was it useful, and if not, what was missing. Place it below every article.
Research · Any businessInterview screenerFind the right people for customer interviews by role, team size and how often they use your product. Send it to active users before a research round.
Research · Any businessBrand perceptionLearn how people see your brand, how much they trust it, how it compares with competitors and where they first heard of you. Run it with customers and with your newsletter audience once a year.
Product · Any businessFeature satisfactionRate satisfaction across the main parts of your product and see where users would spend your next improvement. Send it to active users twice a year.
Product · SaaSAI feature feedbackFind out how good an AI result was, what people did with it and how much they trust it. Show it right after someone uses an AI feature.
Product · SaaSIntegration requestLearn which tools customers want you to connect to and what they'd do with the connection. Link it from your integrations page.
Research · SaaSUsage habitsLearn how often people use your product, where they spend their time and the job they rely on it for. Send it to active users once or twice a year.
CSAT · E-commerceSize and fitCollect fit feedback that cuts returns and helps the next shopper pick the right size. Send it a week after delivery for clothing and shoes.
NPS · E-commerceRepeat customerMeasure loyalty among repeat buyers and learn what brings them back and which perks they'd value. Send it after a customer's third order.
Customer effort · E-commerceDid you find it?Find out whether shoppers found what they came for and what you don't stock yet. Show it after two minutes of browsing or on exit intent.
CSAT · HospitalityRoom serviceLearn how guests rated a room service order, from delivery time to the food itself. Send it through the in-room tablet or by text an hour after delivery.
NPS · HospitalityEvent venueGet feedback from event organizers on rooms, catering and support, and whether they'd book again. Send it a few days after the event.
CSAT · HealthcarePharmacy visitLearn how customers rated a pharmacy visit, the wait and how clearly the medicine was explained. Share it on the receipt with a QR code.
Customer effort · HealthcarePatient portalMeasure how easy your patient portal is to use and whether people could finish what they came to do. Show it after a patient logs out.
CSAT · EducationParent feedbackHear from parents about communication, safety and how well the school supports their child. Send it once a term.
CSAT · EducationWorkshop feedbackFind out how useful a workshop was, what format works best and which topics to run next. Share it at the end of the session.
Customer effort · FinanceLoan applicationMeasure how easy it was to apply for a loan, how long a decision took and what was unclear. Send it once the application is decided.
CSAT · FinanceInsurance claimLearn how customers experienced a claim, from how fast it moved to how fair the outcome felt. Send it once the claim is settled.
CSAT · TravelFlight experienceFind out how passengers rated each part of the journey, from check-in to baggage claim. Send it the day after the flight lands.
CSAT · TravelTour and guideLearn how guests rated a tour and their guide, and what to change next time. Send it the evening of the tour.
Customer effort · Real estateMove-in checkFind out how smooth moving in was and catch anything still outstanding in the first week. Send it three days after the keys are handed over.
NPS · Real estateAgent feedbackMeasure how likely clients are to recommend their agent and collect testimonials you can use. Send it a week after closing.
CSAT · HR and employeesTraining feedbackFind out whether a training was relevant, whether people can apply it and what to train on next. Send it at the end of the session or the next morning.
Retention · HR and employeesRemote work checkCheck how remote work is going for your team: focus time, connection and what gets in the way. Send it once a quarter, anonymously.
Retention · EventsSponsor feedbackLearn whether sponsors got value from your event, from lead quality to logistics, and whether they'll come back. Send it a week after the event.
CSAT · EventsWebinar feedbackFind out how useful a webinar was, why people joined and what to cover next. Send it with the recording, within a day.
Onboarding · Mobile appsApp onboardingLearn how easy setup was, which step confused people and what they expected the app to do. Show it after the first session, or the second time the app opens.
Retention · Mobile appsNotification preferencesFind out which notifications users want and how often, before they turn them all off. Show it in the app after two weeks of use.
Research · AgenciesProposal feedbackFind out how clear your proposal was, where the prospect stands and what would move the decision. Send it a few days after the proposal goes out.
CSAT · AgenciesDesign reviewGet structured feedback on a design round so the next one lands closer. Send it after each review meeting.
CSAT · NonprofitsFundraising eventHear how guests rated your fundraiser, what brought them and who would like to get more involved. Send it the morning after the event.
NPS · NonprofitsMembership renewalMeasure member loyalty before renewal time and learn what members value most. Send it a month before memberships renew.
CSAT · MediaPodcast feedbackLearn how listeners rated an episode, how far they got and which guests or topics to book next. Link it in the show notes.
Pricing · MediaSubscription barriersFind out what stops regular readers from subscribing and what they would pay for. Show it to readers who've hit the paywall three times.
Product · Any businessWebsite usabilityFind out whether visitors can do what they came to do and where your site gets in the way. Show it after a minute on the site, or on exit intent.
Support · Any businessContact form follow-upCheck that messages sent through your contact form got a timely, useful reply. Send it two days after the form is submitted.
Research · Any businessAfter the demoFind out whether your sales demo answered the prospect's questions and what they want to happen next. Send it within a day of the demo.
Pricing · Any businessQuote follow-upLearn how your quote compares with others and what would help the customer decide. Send it three to five days after the quote goes out.
Support · Any businessLive chat ratingRate each chat conversation and see whether it solved the problem the first time. Show it when the agent closes the chat.
Support · Any businessPhone support ratingMeasure hold times, first-call resolution and how callers rated the person they spoke with. Send it by text or email right after the call.
Onboarding · Any businessNew subscriber welcomeAsk new subscribers what they want from your emails and how often, so the first issues hit the mark. Show it on the thank-you page after signup.
Churn · Any businessUnsubscribe reasonLearn why people leave your email list and whether fewer emails would have kept them. Place it on your unsubscribe confirmation page.
Churn · Any businessAccount deletionLearn why people delete their account and what would have changed their mind. Show it on the account deletion screen, before the final step.
Retention · Any businessCommunity feedbackFind out how welcome members feel in your community, whether their questions get answered and what's missing. Send it to active members twice a year.
Research · Any businessHow did you hear about us?Find out which channels actually bring you customers, including the word of mouth your analytics can't see. Show it right after signup or on the first order.
Pricing · Any businessPrice perceptionSee how fair customers find your price, how they'd react to an increase and what would justify paying more. Send it to paying customers before any price change.
Product · Any businessAccessibility checkLearn which assistive tools your users rely on and where your product gets in their way. Link it from your accessibility statement.
Product · Any businessLanguage preferenceFind out which languages your users would rather use and how good your current translation is. Show it to visitors whose browser language you don't support yet.
Research · Any businessSecurity confidenceLearn how safe customers feel sharing data with you and what they check before trusting you. Send it to new customers after their first month.
Product · Any businessFeature discoverySee which features people actually use and which ones they never found. Send it to users after their third month.
Product · Any businessRoadmap voteLet customers weigh in on what you build next, and hear why their top pick matters. Send it before quarterly planning.
Research · Any businessCompetitor comparisonLearn what customers used before you, how you compare and what the old way still does better. Send it after a customer's first 60 days.
Retention · Any businessAnnual customer reviewOnce a year, measure the relationship, what's changed and how likely customers are to stay. Send it a month before contract renewal.
Support · Any businessHelp search with no resultsCatch the questions your help center can't answer yet, straight from the search box. Show it when a help search returns no results.
Research · Any businessUser interview recruitingRecruit customers for a short research call and get their permission to contact them. Show it in the app to active users.
Research · Any businessResearch panel opt-inBuild a group of customers who agree to be asked for feedback again, and learn how often and on what. Show it to engaged users once.
CSAT · Any businessCustomer satisfaction surveyA complete customer satisfaction survey: loyalty, quality, value and service in one form, plus how long they've been a customer. Send it by email once or twice a year.
Research · Any businessCustomer profileLearn who your customers are: their role, company, industry, the problem they came to solve and how they choose tools, so you can build user personas and sharpen your targeting. Send it to new customers in their first month.
Research · Any businessDemographic surveyLearn who your respondents are by age, location, education, work and income, so you can compare answers between groups. Add it to the end of a research survey or send it once to a research panel.
Research · Any businessMarket researchLearn how people in your market buy today: how often, where and from whom, what decides it, what they miss and what would make them switch. Send it to a panel or a mailing list before you enter a market or plan a launch.
Research · Any businessProblem validationFind out how often people face a problem, how they solve it today and what they would pay to solve it better, before you build anything. Send it to people in your target market and replace the example problem with your own.
Research · Any businessProduct idea testTest an idea for a product or feature before you build it: how people handle the problem today, how valuable the idea is to them and what it has to include. Show it to active users who have the problem, and replace the example idea with your own.
Pricing · Any businessPrice sensitivity meter (Van Westendorp)Find an acceptable price range with the Van Westendorp method: four price questions that show where your product starts to feel too cheap or too expensive. Send it to customers and prospects before you set or change a price.
Product · Any businessSystem Usability Scale (SUS)Score how usable your product feels on the standard ten-statement scale, from 0 to 100, and compare the score across releases or with the average of 68. Send it after a usability test session or to active users once a quarter.
NPS · Any businessEarned Advocacy Score (EAS)Measure advocacy by what customers have actually done instead of what they intend to do: whether they recommended you or warned someone off, and why. Run it next to NPS with customers of three months or more.
Product · Any businessStrengths and weaknessesFind out what customers value most about you and what they would improve first. Show it to active customers in the app or send it with your newsletter.
Product · Any businessMarketing site clarityFind out whether your website explains what you offer well enough for a visitor to try it, and what's missing or unclear. Show it on your home and product pages after 30 seconds.
Product · Any businessSearch relevanceLearn whether your site or app search returns what people look for, and what they searched for when it didn't. Show it on the search results page after a search.
Onboarding · Any businessSign-up barriersFind out what stops interested visitors from signing up, with a follow-up question for each reason. Show it to returning visitors who have seen your pricing or signup page and haven't signed up.
Retention · Any businessReview requestInvite customers to leave a public review and learn what to fix from those who rate you lower. Every customer sees the review link, whatever their rating, as review sites require. Show it after a success moment, such as a finished project or a third order.
Research · Any businessInterview inviteInvite a chosen group of users, such as your most active ones, to book a short call with your product team. Show it once to the people you want to talk to.
Product · SaaSBeta program inviteInvite active users into your beta group, learn which areas they want to test and send the interested ones to sign up. Show it to users active in the last two weeks.
Pricing · SaaSUpgrade interestLearn what keeps free users from upgrading and which paid feature matters most, then point them to your plans. Show it when a free user hits a plan limit.
Onboarding · SaaSTrial check-inCatch trial users who are stuck before the trial runs out, and learn what they came to test. Show it on the third day of the trial.
Pricing · SaaSWhy they upgradedLearn what triggered an upgrade, how the new price feels and how easy the plan change was, so you know which limits and features sell. Show it right after a plan change.
Churn · SaaSWhy they downgradedLearn why customers move to a smaller plan, how easy the change was and what would bring them back up. Show it right after a downgrade is confirmed.
Product · SaaSDashboard usefulnessFind out whether your home dashboard shows people what they need when they log in, and what's just noise. Show it on the dashboard after a user's tenth visit.
Retention · SaaSEmail and notification volumeCheck whether you send too many notifications, which ones people value and where they want them. Send it to active users once a year.
Research · SaaSMobile or desktopLearn how much of your product is used on phones, what for, and what still only works on a computer. Send it before planning mobile work.
Customer effort · SaaSSSO 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 effort · SaaSData importFind out how smoothly customers brought their data in and what went wrong along the way. Show it after the first import completes.
Product · SaaSExport needsLearn what data people take out of your product, how often and where it goes. Show it after someone downloads an export.
Onboarding · SaaSInviting the teamLearn how easy it is to bring a team on board and what keeps invited colleagues from joining. Send it to account owners a week after their first invite.
Product · SaaSRelease notesFind out whether customers notice your updates and how they'd like to hear about them. Link it from the bottom of your changelog.
Support · SaaSAfter an incidentMeasure how an outage affected customers and how well you communicated during it. Send it once the incident report is published.
Customer effort · SaaSSandbox experienceLearn how well your test environment prepares developers for going live. Send it when a customer moves from the sandbox to production.
Customer effort · SaaSSecurity review processFind out how easy it was for a buyer's security team to get what they needed from you. Send it when the review is signed off.
Onboarding · SaaSWelcome surveyLearn who signed up and what they came to do, so you can tailor onboarding and see which channels bring the right people. Show it right after signup, before the first screen of the product.
Onboarding · SaaSUnfinished setupLearn why new users stopped before finishing setup, with a follow-up question for each reason, so you can fix the step that loses them. Show it to users who signed up a week ago and haven't finished setting up.
Product · SaaSFeature check-inAsk people right after they use a specific feature how well it did the job and what's missing. Show it once, the second time someone uses the feature, and replace the example feature with your own.
Customer effort · SaaSIntegration 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.
Research · SaaSFake door follow-upFollow up with people who selected a feature that doesn't exist yet: how much they need it, what it has to include and whether they want to hear when it's ready. Show it right after the button for the planned feature is selected.
Retention · SaaSLow engagementAsk users who have stopped coming back why, with a follow-up question for each reason, so you can win back the ones you can. Send it to users who haven't been active for 30 days.
Churn · SaaSTrial exitLearn why trial users didn't choose a plan, what they expected and what they use instead. Send it by email the day after a trial ends without a purchase.
Retention · SaaSCustomer health checkSpot customers who might leave before they do: how often they use you, how well you solve their main problem, whether they are looking at alternatives and how sure they are to stay. Send it to active accounts every six months.
Product · SaaSProduct experience surveyA complete check on how customers use and rate your product: how long and how often, satisfaction, ease of use, what they would miss and what to build next. Send it to active users once or twice a year.
Product · Mobile appsApp feature requestCollect feature ideas from inside the app, along with how often people would use them. Keep it in the app's settings or help menu.
Pricing · Mobile appsApp paywallLearn why people close your paywall without subscribing and what price would feel fair. Show it when someone dismisses the paywall for the second time.
CSAT · Mobile appsIn-app purchaseCheck that purchases unlock as expected and feel worth the money. Show it after the first in-app purchase.
Product · Mobile appsAppearance settingsFind out which appearance people use and which screens still look wrong in it. Show it after a design update.
Product · Mobile appsHome screen widgetLearn whether users have added your widget, what it should show and how often they look at it. Show it a week after the widget ships.
Product · Mobile appsOffline useFind out what users need to do without a connection and how well syncing works when they're back online. Show it after the app reconnects.
Support · Mobile appsPerformance and batteryHear where the app feels slow or drains the battery, and on which devices. Send it to a sample of active users after each major release.
Research · Mobile appsPermissions trustLearn which permissions people allow, whether you explained why you need them and how comfortable they feel. Show it after onboarding.
Product · Mobile appsApp accessibilityFind out which accessibility settings your users rely on and which screens give them trouble. Link it from the app's accessibility settings.
Product · Mobile appsTablet experienceLearn how your app works on tablets, from landscape layouts to keyboard use. Show it to users on a tablet after their third session.
Product · Mobile appsAfter an updateSee whether users noticed what changed in a release and whether it made the app better or worse. Show it on the second session after an update.
Retention · Mobile appsInvite a friendLearn whether users would invite friends, which reward would motivate them and the easiest way to share. Show it after a user's fifth session.
Onboarding · Mobile appsSkipped the tutorialLearn why people skip your onboarding tutorial and whether they found their way anyway. Show it on the second session to users who skipped.
Churn · Mobile appsLeaving the appLearn why users are about to stop using your app and what would keep it on their phone. Show it when someone deletes their account or turns off all notifications.
Onboarding · AgenciesAfter the kickoffCheck that scope, roles and the timeline are clear after the kickoff meeting, and surface worries early. Send it the day after kickoff.
CSAT · AgenciesDiscovery workshopLearn how the discovery workshop went and whether its outcomes are clear to everyone. Send it the day after the workshop.
Retention · AgenciesWeekly statusA one-minute weekly check on how the client feels about the project and what's blocking them. Send it every Friday.
CSAT · AgenciesCopy reviewGet structured feedback on a round of copy: brand voice, clarity and how many rounds are left. Send it with each draft.
CSAT · AgenciesCampaign results reviewFind out how the client sees a campaign's results and your report, and agree on what comes next. Send it after the results meeting.
Product · AgenciesMonthly SEO reportCheck that clients can read your monthly SEO report and see how the work connects to results. Send it with the report.
CSAT · AgenciesSprint reviewLearn whether a development sprint delivered what the client expected and what to prioritize next. Send it after each sprint demo.
Pricing · AgenciesInvoice clarityMake sure invoices match what clients expected and are easy to understand and pay. Send it a few days after the invoice.
Retention · AgenciesAccount manager reviewGet clients' view of their main contact: responsiveness, understanding of their business and honesty. Send it twice a year.
Research · AgenciesAfter a lost pitchLearn why a prospect chose another agency and how you came across. Send it a week after you hear the decision.
Retention · AgenciesRetainer renewalBefore a retainer renews, learn how the client values it and what they'd change. Send it six weeks before renewal.
CSAT · AgenciesFreelancer feedbackHear from the freelancers you hire about briefs, feedback and getting paid on time. Send it when a freelance project closes.
Customer effort · AgenciesBrand guidelines handoffCheck that the brand guidelines you delivered are complete and easy for the client's team to use. Send it a month after handoff.
CSAT · AgenciesWebsite launchLearn how the client feels about their new site, how launch day went and how confident their team is editing it. Send it a week after launch.
CSAT · HR and employeesCandidate experienceLearn how candidates experienced your hiring process, from the application to the interviews, whether you hire them or not, and compare the answers stage by stage. Send it within two days of the final decision.
Churn · HR and employeesOffer declinedUnderstand why candidates turn down your offers and how they compare with the one they took. Send it within a week of the decline.
Onboarding · HR and employeesNew hire, first weekCheck that new hires had what they needed in their first week: equipment, a welcome and a first task. Send it on Friday of week one.
Retention · HR and employeesManager feedbackGive team members an anonymous way to rate their manager on clarity, feedback and support. Run it twice a year, before development conversations.
Customer effort · HR and employeesPerformance review processFind out whether your review process felt fair, clear and worth the time it took. Send it the week after review season ends.
Retention · HR and employeesBenefits satisfactionLearn how satisfied employees are with their benefits, which ones they value, which go unused and how yours compare with other employers. Send it before open enrollment or budget planning.
Retention · HR and employeesInternal mobilityFind out whether employees see a path to other roles inside the company and what stops them from applying. Send it once a year.
Product · HR and employeesLearning budgetSee how the learning budget gets used, what gets in the way and what people want to learn next. Send it halfway through the year.
CSAT · HR and employeesOffsite feedbackLearn how the team offsite went, from the agenda to the logistics, and what to change next time. Send it within two days of getting back.
Retention · HR and employeesWell-being checkA gentle, anonymous monthly check on energy, workload and whether people know where to find support.
Research · HR and employeesHybrid work preferencesLearn how many office days people want, what the office is best for and what would make coming in worth it. Send it before changing your office policy.
Product · HR and employeesWorkplace toolsFind out how well your internal tools serve people and which one wastes the most time. Send it once a year, before renewals.
Retention · HR and employeesBelonging and inclusionAn anonymous survey on whether people feel they belong, can be themselves and see decisions as fair. Run it once or twice a year.
Retention · HR and employeesEmployee referralsLearn whether employees know your referral program, what reward would motivate them and what stops them from referring. Send it once a year.
Retention · HR and employeesEmployee engagementA full engagement survey covering the work, managers, growth and recognition, with an eNPS score. Run it anonymously once or twice a year and compare teams over time.
NPS · HR and employeesEmployee NPS (eNPS)Track how likely employees are to recommend you as a place to work, and hear why. Send it anonymously every quarter.
Retention · HR and employeesEmployee satisfactionA complete look at how satisfied people are with pay, benefits, workload, management, tools and the company's direction, with an eNPS score. Run it anonymously once a year and compare teams over time.
Retention · HR and employeesCareer developmentFind out whether people see room to grow, how useful the training on offer is and which support they want next. Send it once a year, before development conversations.
Retention · HR and employeesRecognition and rewardsLearn whether people feel their work is noticed and fairly rewarded, and how they like to be recognized. Run it anonymously once a year or after a change to pay or bonuses.
Retention · HR and employeesCompany directionCheck whether people understand the company's strategy, see how their work contributes and trust where the company is going. Send it after a strategy update or once a quarter.
Churn · E-commerceCart abandonmentLearn why shoppers leave items in their cart and what would bring them back to finish the order. Show it on exit intent from the cart, or link it from your reminder email.
Onboarding · E-commerceFirst purchaseLearn what made a new customer try you, how the first order felt and what they'd like to hear about. Show it on the confirmation page of a first order.
Retention · E-commerceSubscription boxLearn how subscribers rated this month's box and what to change in the next one before they cancel. Send it three days after the box arrives.
CSAT · E-commerceGift orderFind out how the gift was received and whether wrapping, the note and delivery timing were right. Send it to the buyer a few days after delivery.
Customer effort · E-commerceIn-store pickupMeasure how easy buy online, pick up in store is, from the wait at the counter to getting the right order. Send it an hour after pickup.
Product · E-commerceProduct page feedbackFind out whether your product pages answer shoppers' questions and what's missing before they buy. Show it after 45 seconds on a product page.
Customer effort · E-commerceDiscount code experienceCheck that discount codes work the first time and learn where shoppers find them. Show it on the confirmation page when a code was used.
Onboarding · E-commerceLoyalty program signupLearn why customers joined your loyalty program and which rewards matter most to them. Show it right after someone joins.
CSAT · E-commerceHoliday season reviewLearn how shoppers rated your holiday or Black Friday deals, site performance and delivery. Send it after peak season orders are delivered.
CSAT · E-commercePackaging feedbackLearn how customers rate your packaging on protection, waste and first impression. Send it a day after delivery.
Retention · E-commerceBack in stockSee whether your back-in-stock alerts still convert and how long shoppers are willing to wait. Send it a few days after the alert.
CSAT · E-commerceMarketplace seller ratingLet buyers rate a marketplace seller on accuracy, shipping and communication. Send it after the order is delivered.
Research · E-commerceWishlistLearn why items sit on a wishlist instead of in the cart and what would tip the purchase. Show it when someone views their wishlist.
Support · E-commerceShopping assistant chatFind out whether your pre-sale chat helps shoppers choose and buy. Show it when a sales chat ends.
Research · E-commercePurchase intentSee how close visitors are to buying, why they came and what's holding them back. Show it after a minute on a product or category page.
Churn · E-commerceLeaving the storeLearn why shoppers leave without buying and what would keep them in your store longer. Show it on exit intent to visitors with an empty cart.
CSAT · HospitalityBreakfastLearn how guests rated breakfast, from choice and freshness to service and hours. Send it in the morning, by text or through the in-room screen.
CSAT · HospitalitySpa treatmentHear how guests rated their treatment and therapist, and whether they'd book again. Send it an hour after the treatment.
CSAT · HospitalityGym and poolLearn how guests rated your fitness and pool facilities and what they wish you had. Send it after check-out to guests who used them.
Customer effort · HospitalityCheck-outMeasure how quick and easy check-out was and catch billing problems early. Send it an hour after check-out.
CSAT · HospitalityHousekeepingLearn how guests rated cleaning during their stay, from timing to respecting privacy. Send it midway through stays of three nights or more.
CSAT · HospitalityBar and loungeLearn how guests rated the drinks, service and atmosphere at your bar. Share it with a QR code on the bill.
CSAT · HospitalityCoffee shop visitA quick check on your coffee, the wait and the space, and whether guests will come back. Share it with a QR code on the counter or the receipt.
CSAT · HospitalityTakeout and deliveryLearn how takeout and delivery orders arrived: the food, the packaging and the accuracy. Send it 30 minutes after delivery.
Retention · HospitalityGuest loyalty programLearn which member benefits matter to your guests and what would make them always book direct. Send it to members once a year.
Research · HospitalityWedding inquiryQualify wedding and private event inquiries with the date, guest count and what matters most to the couple. Link it from your weddings page.
Support · HospitalityConciergeLearn whether your concierge sorted out guests' requests and how their recommendations turned out. Send it the day after a request.
Customer effort · HospitalityWorking from the hotelFind out how well your rooms work for business travelers, from Wi-Fi to taking calls. Send it after check-out to guests who booked a business rate.
Customer effort · HospitalityLate check-out requestLearn how guests experience late check-out requests, from asking to the fee. Send it after check-out to guests who asked.
CSAT · HospitalityFamily stayLearn how well your hotel works for families, from room setup to activities for kids. Send it after check-out to bookings with children.
CSAT · TravelAirport loungeLearn how travelers rated your lounge, from food to quiet, and whether it was worth the access. Send it once the passenger's flight has departed.
Customer effort · TravelCar rentalMeasure how easy pickup and return were and catch unexpected charges before they turn into complaints. Send it the day after the car is returned.
CSAT · TravelTrain journeyLearn how passengers rated their journey, from punctuality to information on board. Send it a few hours after arrival.
Product · TravelTravel booking siteFind out how easy your site makes it to find the right option and what nearly sent people elsewhere. Show it on the search results page after a few minutes.
CSAT · TravelCruiseLearn how passengers rated each part of the cruise and whether they'd recommend it. Send it two days after disembarkation.
Customer effort · TravelVisa serviceLearn how easy your visa or document service was and how well you kept applicants informed. Send it once the application is decided.
CSAT · TravelTravel insuranceLearn how clear your cover is, how fair the price feels and how claims went. Send it after the trip ends.
Customer effort · TravelBaggage deliveryMeasure baggage wait times and how problems with damaged or missing bags were handled. Send it the day after the flight.
Product · TravelIn-flight Wi-FiLearn how well your onboard Wi-Fi works, what passengers use it for and what they'd pay. Send it after the flight to passengers who connected.
Support · TravelAfter a delayLearn how you handled a delay or cancellation: information, care and rebooking. Send it within a day of arrival.
Product · TravelDestination guideLearn which parts of your destination guides travelers actually used and what's out of date. Send it after the trip.
CSAT · TravelGroup tripLearn how the organizer and the group rated a group trip, from booking to pace. Send it to the organizer after the group returns.
Retention · TravelMiles and statusLearn how easy your frequent flyer program is to use and which benefits keep members loyal. Send it to members once a year.
Support · TravelSupport while travelingLearn whether travelers could reach you during their trip and whether you solved the problem. Send it after a support case closes.
CSAT · HealthcareDental visitLearn how patients rated their dental visit, from comfort in the chair to how clearly costs were explained. Send it the same day.
CSAT · HealthcarePhysical therapy sessionCheck how patients feel after a session and whether their home exercises and treatment plan are clear. Send it an hour after each session.
Customer effort · HealthcareLab testMeasure the lab experience from booking to results, including waits at the lab. Send it once results are released.
Customer effort · HealthcareVaccination clinicLearn how easy it was to get an appointment, how long people waited and whether aftercare information was clear. Send it the day after the appointment.
CSAT · HealthcareEmergency visitLearn how patients experienced an emergency visit: waiting, respect, pain management and discharge. Send it two days after discharge.
Support · HealthcareAfter dischargeCheck that patients understood their discharge instructions and know who to call. Send it two to three days after they go home.
Customer effort · HealthcarePrescription refillMeasure how easy prescription refills are to request and how long they take to be ready. Send it once the refill is picked up or delivered.
Retention · HealthcareCounseling session check-inA short check after counseling or coaching sessions on how the session felt and whether the client felt heard. Send it after each session.
CSAT · HealthcareWait time and front deskMeasure how long patients wait past their appointment time and how the front desk handled it. Send it the same day.
Support · HealthcareMedical bill clarityFind out whether patients understood their bill and how easy it was to pay. Send it a week after the bill goes out.
Support · HealthcareNurse advice lineLearn how long callers waited and how reassured they felt after speaking to a nurse. Send it by text right after the call.
CSAT · HealthcareHome care visitLearn how clients and families rated a home care visit, from punctuality to dignity and communication. Send it to the family contact weekly.
Customer effort · HealthcareCare coordinationFind out whether your teams worked together or made patients repeat themselves. Send it after care that involved more than one department.
Customer effort · HealthcareSpecialist referralMeasure how long referrals take and whether patient information reached the specialist. Send it after the specialist appointment.
Customer effort · EducationEnrollment experienceLearn how easy it was to apply and enroll, and which steps confused students or parents. Send it after enrollment is confirmed.
Onboarding · EducationOrientation dayCheck whether new students left orientation with what they need and who to ask. Send it the evening after orientation.
CSAT · EducationTutoring sessionLearn whether a tutoring session for a college or adult learner was pitched at the right level and helped the topic click. Send it right after the session.
Research · EducationExam preparationFind out how ready college students feel before an exam and which resources help them most. Send it two weeks before exams.
CSAT · EducationLibrary servicesLearn how students rate your library, from finding materials to study space and hours. Send it once a semester.
CSAT · EducationCampus facilitiesRate campus facilities from classrooms to safety and find out what students would fix first. Send it once a year.
CSAT · EducationCampus diningLearn how students rate campus food on quality, price, lines and dietary options. Share it with a QR code on the tables.
Product · EducationOnline learning platformFind out how well your learning platform works for students, from finding materials to submitting work. Send it midway through the term.
Retention · EducationMid-course checkCheck pace and workload halfway through a course, and spot students at risk of dropping out while there's time to help. Send it at the midpoint.
Research · EducationGraduate outcomesLearn where graduates ended up and how well your program prepared them. Send it six months after graduation.
Retention · EducationAlumni surveyLearn how connected alumni feel, which events they'd attend and who would mentor current students. Send it once a year.
CSAT · EducationLanguage classCheck whether language students are at the right level, get enough speaking time and feel more confident. Send it every four weeks.
CSAT · EducationCamp feedback for parentsHear from parents and guardians after camp: whether their child enjoyed it, how safe it felt and whether they'll sign up again. Send it the weekend after camp ends.
Customer effort · EducationScholarship processLearn how clear and fair your scholarship or financial aid process felt to applicants. Send it after decisions are announced.
Onboarding · FinanceCard activationLearn how long new cards take to arrive, how easy activation is and whether the first payment worked. Send it a week after the card ships.
Product · FinanceBanking appLearn how customers rate your banking app, from logging in to making payments, and what's missing. Show it in the app after a completed payment.
CSAT · FinanceBranch visitLearn how long customers waited, whether their request was solved and why they came in rather than going online. Send it by text after the visit.
CSAT · FinanceMortgage adviceLearn whether clients left a mortgage advice session with clear options and no pressure to decide. Send it the day after the meeting.
CSAT · FinanceInvestment reviewAfter a portfolio review, check whether clients understand the risks and trust their advisor. Send it a few days after the meeting.
Support · FinanceFraud alert follow-upLearn how customers experienced a fraud alert: how fast you acted, how clear you were and how safe they feel now. Send it once the case is closed.
Product · FinanceSavings goalsLearn whether your savings goals feature changes behavior and what people are saving for. Show it to users a month after they set a goal.
Product · FinanceBudgeting toolFind out how accurate and useful your budgeting view is and what people check most. Show it after a user opens the budget view five times.
Pricing · FinanceFee transparencyLearn whether customers understand what they pay you and which fees catch them by surprise. Send it once a year.
Support · FinanceFailed paymentLearn whether customers understood why a payment failed and how easy it was to fix. Send it after a failed payment is resolved.
Product · FinanceStatement clarityLearn whether your monthly statement is easy to read and what customers look for first. Send it with the statement once a year.
Retention · FinanceAnnual client reviewOnce a year, ask private clients how their relationship manager performed and what matters to them next year. Send it before the annual meeting.
Customer effort · FinanceBusiness loanLearn how easy your business loan process is for small business owners, from documents to funding. Send it after the funds arrive.
Support · FinanceCard disputeLearn how customers experienced a card dispute, from raising it to the outcome. Send it once the dispute is closed.
Support · Real estateListing inquiry follow-upCheck that people who asked about a listing heard back, and offer them a showing. Send it a day after the inquiry.
CSAT · Real estateOpen houseCollect first impressions from open house visitors: what stood out, how the price feels and how interested they are. Share it with a QR code at the door.
Customer effort · Real estateMaking an offerLearn how clear and stressful the offer and negotiation process felt to buyers. Send it once an offer is accepted or withdrawn.
CSAT · Real estateClosing dayFind out whether closing went as planned and how likely buyers are to recommend you. Send it a week after closing.
CSAT · Real estateMortgage brokerLearn whether your broker compared lenders, explained fees clearly and left clients confident in their choice. Send it after the mortgage is approved.
Support · Real estateMaintenance requestMeasure how fast repairs get a response and a fix, and whether the fix held. Send it a week after the request is closed.
Retention · Real estateCoworking spaceLearn how members rate your space, from desks and noise to community, and what would keep them another year. Send it every six months.
CSAT · Real estateVacation rental stayLearn how guests rated check-in, cleanliness and whether the place matched the listing. Send it the day after check-out.
CSAT · Real estateMoving serviceLearn how customers rated the move: punctuality, care with belongings and the final bill against the quote. Send it the day after the move.
CSAT · Real estateHome inspectionFind out how thorough and clear your inspection report was and whether it changed the buyer's decision. Send it a week after the report.
CSAT · Real estateRenovation projectLearn how clients rated a renovation on time, budget, quality and tidiness, and whether they'd hire you again. Send it a week after completion.
Research · Real estateNeighborhood preferencesLearn what buyers and renters want in a neighborhood and what rules one out, so you can match them to listings. Send it when a new client registers.
Retention · Real estateLease renewalWhen the renewal offer goes out, learn how fair the new rent feels and what would make tenants stay. Send it with the renewal offer.
Product · Real estateOwner portalLearn how property owners rate your portal, from statements to maintenance updates, and what's missing. Show it after an owner downloads a statement.
Research · EventsPre-event surveyLearn what attendees hope to get out of your event and which sessions they plan to attend, so you can plan rooms and catering. Send it with the ticket confirmation.
CSAT · EventsKeynote feedbackRate the keynote and the speaker while it's fresh, and see whether the length worked. Show a QR code on the closing slide.
CSAT · EventsHands-on workshopLearn whether workshop participants finished the exercise, how the pace felt and what slowed them down. Share it at the end of the workshop.
CSAT · EventsNetworkingFind out whether attendees met the right people and which formats helped them do it. Send it the day after the event.
Research · EventsBooth visitorCapture what brought visitors to your booth and who wants a follow-up after the event. Share it on a tablet at the booth or with a QR code.
Product · EventsEvent appLearn how well your event app worked, from the agenda to the venue map. Send it on the last day of the event.
CSAT · EventsFood and drinksLearn how attendees rated the food, the lines and your dietary options. Send it at the end of each event day.
CSAT · EventsEvent accessibilityLearn how accessible your event was, from getting around the venue to captions and quiet spaces. Send it to all attendees after the event.
Product · EventsVirtual eventLearn how online attendees experienced your virtual event, from stream quality to taking part. Send it within a day of the event.
CSAT · EventsSpeaker experienceLearn how your speakers experienced the event, from the briefing to support on the day. Send it to speakers after the event.
CSAT · EventsEvent volunteersLearn how volunteers experienced your event, from briefings to breaks, and whether they'd help again. Send it the day after the event.
Customer effort · EventsTicket purchaseMeasure how easy it was to buy a ticket and whether the options and prices were clear. Show it on the ticket confirmation page.
CSAT · EventsEvening receptionLearn how guests rated your evening reception and whether it helped people connect. Send it the next morning.
Retention · EventsThree months laterThree months after the event, learn what attendees actually applied and whether they'll come back. Send it 90 days after the event.
Onboarding · NonprofitsFirst-time donorLearn what moved a first-time donor to give and how they want to hear about their impact. Send it a few days after the first gift.
Churn · NonprofitsLapsed donorLearn why regular donors stopped giving and what would bring them back. Send it 12 months after their last gift.
Retention · NonprofitsCorporate partnerLearn how corporate partners rate your partnership, from employee engagement to impact reporting, and whether they'll renew. Send it before the renewal conversation.
Onboarding · NonprofitsVolunteer orientationCheck that new volunteers understand their role and feel ready for their first shift. Send it the day after orientation.
CSAT · NonprofitsProgram participant feedbackHear from the people you serve about respect, usefulness and access, in plain language. Offer it on paper or on a tablet after a service.
Support · NonprofitsGrant report feedbackLearn whether funders find your reports clear and convincing, and what they need next time. Send it with the report.
Retention · NonprofitsAfter an advocacy actionAfter supporters sign, write or call, learn how easy it was and what they'd do next. Show it on the thank-you page after the action.
Research · NonprofitsPetition signerLearn why the issue matters to people who sign and get their permission to stay in touch. Show it right after the signature.
Product · NonprofitsAnnual reportLearn how much of your annual report supporters read, what stuck and how much they trust your spending. Link it from the report.
CSAT · NonprofitsCommunity workshopLearn how useful and accessible your community workshop was and what to run next. Share it at the end of the session.
CSAT · NonprofitsThrift storeLearn how shoppers and donors rate your thrift store, from prices to dropping off donations. Share it with a QR code at the register.
Retention · NonprofitsBoard member check-inAsk board members how well meetings, materials and their own role are working. Send it once a year, before the annual retreat.
Retention · NonprofitsPartner organizationLearn how organizations you work with rate the partnership and what to do together next. Send it once a year.
Retention · NonprofitsSupporter newsletterLearn what supporters want to read in your emails and how often. Link it from the footer of your newsletter.
Product · MediaNews appLearn how readers rate your news app, from loading speed to saving articles, and what's missing. Show it in the app after the fifth session.
Research · MediaComment sectionLearn whether readers use your comments and how they rate the tone of discussion. Show it below articles with active comments.
CSAT · MediaVideo episodeLearn how viewers rated an episode, how much they watched and whether the length worked. Show it when the video ends.
CSAT · MediaLive streamLearn how viewers rated a live stream and the host, and when they'd like the next one. Show it when the stream ends.
Churn · MediaSubscription cancellationLearn why subscribers cancel and what they read most, so you know what's at stake. Show it in the cancellation flow.
Research · MediaHeadline testTest two headlines with readers: which they'd click and which feels more trustworthy. Replace the placeholders with your own headlines.
Research · MediaTopic interestsLearn which topics readers want more or less of and what nobody is covering. Send it to subscribers once a year.
CSAT · MediaLive coverageDuring breaking news, learn whether your live updates came at the right pace and felt trustworthy. Show it at the bottom of a live blog.
Research · MediaPrint or digitalLearn how print subscribers split their reading between paper and screen, and what would move them to digital. Send it to print subscribers.
Product · MediaAd experienceLearn how intrusive and relevant readers find your ads and whether they'd pay to remove them. Show it to a sample of readers after a few articles.
Retention · MediaPush alertsFind out how many alerts readers want, on which topics and when to stay quiet. Show it in the app to users with alerts turned on.
Retention · MediaFollowing writersLearn why readers follow writers and how they want to hear about new pieces. Show it after someone follows a writer.
CSAT · MediaRecipe feedbackLearn whether readers cooked a recipe, how it turned out and whether the timings held up. Show it at the bottom of each recipe.
CSAT · MediaTutorial feedbackLearn whether learners finished a tutorial, how hard it was and what to teach next. Show it at the end of the tutorial.
CSAT · MediaNewsletter issue ratingLet readers rate a single issue from inside the email and say what would have made it more useful. Add it to the end of every issue to compare quality from one issue to the next.

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