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

  • Overall satisfaction

    NPS · 0–10

    We 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
    Use this template
  • Brand perception

    Score · 1–10

    We 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
    Use this template

Online

  • Website visit

    CES · 1–7

    We 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
    Use this template
  • App

    CES · 1–7

    We 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
    Use this template
  • Social media

    Score · 1–10

    We 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
    Use this template
  • Webinar or event

    CSAT · 1–5

    We 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
    Use this template
  • Newsletter

    Score · 1–10

    We 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
    Use this template

Sales and ordering

  • Quote

    CSAT · 1–5

    We 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
    Use this template
  • Advisory meeting

    CSAT · 1–5

    We 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
    Use this template
  • Store visit

    CSAT · 1–5

    We 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
    Use this template
  • Demo

    CSAT · 1–5

    We 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
    Use this template
  • Order or booking

    CES · 1–7

    We 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
    Use this template

Delivery and use

  • Onboarding

    CES · 1–7

    We 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
    Use this template
  • Delivery

    CSAT · 1–5

    We 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
    Use this template
  • First use

    CSAT · 1–5

    We 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
    Use this template
  • Product or service

    Score · 1–10

    We 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
    Use this template

Service

  • Customer service

    CES · 1–7

    We 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
    Use this template
  • Complaint

    CES · 1–7

    We 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
    Use this template

Customer relationship

  • Account manager

    CSAT · 1–5

    We 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
    Use this template
  • Periodic customer meeting

    CSAT · 1–5

    We 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
    Use this template
  • Customer day

    CSAT · 1–5

    We 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
    Use this template

Renewing and cancelling

  • Renewal proposal

    CSAT · 1–5

    We 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
    Use this template
  • Cancellation

    CES · 1–7

    We 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
    Use this template
  • Offer to stay

    CSAT · 1–5

    We 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
    Use this template
  • Switching to another provider

    NPS · 0–10

    We 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
    Use this template

Employees

Hiring and onboarding

  • Job application

    CSAT · 1–5

    We 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
    Use this template
  • Before the first day

    CSAT · 1–5

    We 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
    Use this template
  • First day

    CSAT · 1–5

    We 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
    Use this template
  • First weeks

    CSAT · 1–5

    We 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
    Use this template
  • End of probation

    CSAT · 1–5

    We 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
    Use this template

Work and team

  • Conversation with your manager

    CSAT · 1–5

    We 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
    Use this template
  • Collaboration in the team

    Score · 1–10

    We 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
    Use this template
  • High workload

    Score · 1–10

    We 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
    Use this template

Development

  • Performance review

    CSAT · 1–5

    We 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
    Use this template
  • Training or course

    CSAT · 1–5

    We 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
    Use this template
  • Internal application or promotion

    CSAT · 1–5

    We 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
    Use this template

Change and leaving

  • Organisational change

    CSAT · 1–5

    We 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
    Use this template
  • Return after sick leave

    CSAT · 1–5

    We 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
    Use this template
  • Return after leave

    CSAT · 1–5

    We 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
    Use this template
  • Leaving

    eNPS · 0–10

    We 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
    Use this template

Something else to measure?

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