Templates
40 templates to start with straight away
Ready-made surveys for the moments that matter with customers and employees, written by the researchers at MWM2. Each one is a short interview: one score, a background that tells the interviewer what you want to learn, and two themes it asks about. Pick one and change whatever you like.
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Customers
General
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Overall satisfaction
NPS · 0–10We want to know how satisfied customers are with us overall, why they would or would not recommend us, and what keeps them with us.
Asks about
- Trust and appreciation
- Added value and intention to stay
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Brand perception
Score · 1–10We want to understand how customers see and value our brand, and where that picture does or does not match who we want to be.
Asks about
- Appreciation of the brand
- How customers see the brand
Online
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Website visit
CES · 1–7We want to know how easily visitors find what they are looking for on our website and where they get stuck.
Asks about
- Findability and relevance of information
- Ease of use and navigation
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App
CES · 1–7We want to know how easily users find what they need in our app and where using it feels awkward.
Asks about
- Findability and relevance of information
- Ease of use and navigation
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Social media
Score · 1–10We want to know whether our social media posts are relevant and useful to followers, and how we can make them clearer.
Asks about
- Relevance and usefulness of the content
- Clarity and readability
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Webinar or event
CSAT · 1–5We want to know what participants got out of our webinar or event, in content and in organisation, and what could be better next time.
Asks about
- Relevance of the content and what it delivered
- Organisation and interaction
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Newsletter
Score · 1–10We want to know whether readers find our newsletter valuable and whether its content, timing, frequency and format suit them.
Asks about
- Relevance and value of the communication
- Timing, frequency and format
Sales and ordering
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Quote
CSAT · 1–5We want to know how customers experience our quote: whether it fits their request, is complete and shows fair value for money.
Asks about
- Fit with the need and completeness
- Value for money and transparency
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Advisory meeting
CSAT · 1–5We want to know whether customers felt understood in the advisory meeting and whether our advice really helped them forward.
Asks about
- Understanding of the need and quality of the advice
- Expertise and trust
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Store visit
CSAT · 1–5We want to know how customers experience their visit to our store, from the help of staff to the range on offer.
Asks about
- Expertise and helpfulness of staff
- Range and store experience
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Demo
CSAT · 1–5We want to know whether the demo showed what the customer was looking for, how easy the product came across and what is needed to decide to buy.
Asks about
- Fit with the need and expectations
- Ease of use and intention to buy
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Order or booking
CES · 1–7We want to know how easily and quickly customers order or book with us and whether price, delivery and payment are clear up front.
Asks about
- Ease and speed of ordering
- Clarity about price, delivery and payment
Delivery and use
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Onboarding
CES · 1–7We want to know how new customers experience getting started with us and what helps or hinders them in getting going quickly.
Asks about
- Clarity of explanation and guidance
- How quickly the customer can get started
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Delivery
CSAT · 1–5We want to know whether our delivery was on time, correct and careful, and where it can be better.
Asks about
- Timeliness and accuracy
- Quality and care
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First use
CSAT · 1–5We want to know how customers experience their first use and whether the product or service does what they expected.
Asks about
- Quality and reliability
- Fit with the need and expectations
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Product or service
Score · 1–10We want to know how customers rate the quality and reliability of our product or service and whether it fits what they need.
Asks about
- Quality and reliability
- Fit with the need and expectations
Service
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Customer service
CES · 1–7We want to know how easily customers reach us and whether their question was solved quickly and personally.
Asks about
- Accessibility and speed
- Problem solving and personal approach
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Complaint
CES · 1–7We want to know how customers experience the handling of their complaint: whether they were taken seriously and the problem was solved quickly and clearly.
Asks about
- Speed and clarity of the handling
- Problem solving and being taken seriously
Customer relationship
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Account manager
CSAT · 1–5We want to know how customers experience the contact with their account manager and what value that contact has for them.
Asks about
- Proactivity and understanding of the customer
- Added value and quality of the contact
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Periodic customer meeting
CSAT · 1–5We want to know whether customers find our periodic meetings useful and whether agreements are followed up well afterwards.
Asks about
- Preparation and relevance
- Agreements and follow-up
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Customer day
CSAT · 1–5We want to know what visitors got out of our customer day, in content and atmosphere, and what could be different next time.
Asks about
- Relevance and value of the content
- Organisation, atmosphere and interaction
Renewing and cancelling
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Renewal proposal
CSAT · 1–5We want to know how customers experience our renewal proposal and what value they have seen so far.
Asks about
- Perceived value and results achieved
- Clarity and appeal of the terms
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Cancellation
CES · 1–7We want to understand why customers cancel, which expectations we did not meet and how the cancellation itself went.
Asks about
- Reasons for cancelling and missed expectations
- Ease and care of the cancellation process
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Offer to stay
CSAT · 1–5We want to know how customers experience our offer to stay and whether it fits what they need.
Asks about
- Relevance and personal offer
- Appeal and credibility
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Switching to another provider
NPS · 0–10We want to understand why customers move to another provider and what makes that provider more attractive to them.
Asks about
- Reasons for leaving
- What makes the new provider attractive
Employees
Hiring and onboarding
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Job application
CSAT · 1–5We want to know how candidates experience our application process, from the clarity about the role to how quickly we respond.
Asks about
- Clarity about the role and expectations
- Communication and speed
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Before the first day
CSAT · 1–5We want to know whether new colleagues feel well prepared and welcome in the period before their first day.
Asks about
- Preparation for the start
- Information and contact beforehand
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First day
CSAT · 1–5We want to know how new colleagues experience their first day and whether practical matters were well arranged.
Asks about
- Welcome and personal attention
- Practical matters well arranged
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First weeks
CSAT · 1–5We want to know how new colleagues experience their first weeks and whether they are well guided in their role, team and organisation.
Asks about
- Guidance and information
- Fit with the role, team and organisation
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End of probation
CSAT · 1–5We want to know how employees experienced their probation period and whether they clearly know what is expected of them.
Asks about
- Feedback and support
- Clarity about expectations and performance
Work and team
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Conversation with your manager
CSAT · 1–5We want to know how employees experience the conversation with their manager and whether they feel heard and supported.
Asks about
- Attention and support
- Trust, clarity and feedback
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Collaboration in the team
Score · 1–10We want to know how employees experience collaboration and atmosphere in their team and whether they feel safe to speak up.
Asks about
- Atmosphere and collaboration
- Social safety and mutual support
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High workload
Score · 1–10We want to understand where the workload comes from and what employees need to keep their work manageable.
Asks about
- Feasibility of the work
- Support, priorities and resources
Development
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Performance review
CSAT · 1–5We want to know whether employees find their performance review useful and whether it helps them develop.
Asks about
- Quality of the feedback
- Development opportunities and agreements
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Training or course
CSAT · 1–5We want to know whether participants found the training or course relevant and what they can apply in their work.
Asks about
- Relevance and quality
- Applicability in the job
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Internal application or promotion
CSAT · 1–5We want to know how employees experience an internal application or promotion and whether the process is fair and clear.
Asks about
- Transparency and fairness of the process
- Support in the new role
Change and leaving
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Organisational change
CSAT · 1–5We want to know how employees experience the change in the organisation and whether they feel informed and involved enough.
Asks about
- Clarity of the communication
- Involvement and guidance
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Return after sick leave
CSAT · 1–5We want to know how employees experience their return after sick leave and what helps them get going again.
Asks about
- Support when starting again
- Agreements, pace and guidance
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Return after leave
CSAT · 1–5We want to know how employees experience their return after leave and what helps them get going again.
Asks about
- Support when starting again
- Agreements, pace and guidance
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Leaving
eNPS · 0–10We want to understand why employees leave, how they experienced their time with us and how the farewell and handover went.
Asks about
- Reasons for leaving
- Care, appreciation and handover
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