Customer Research Survey template

Help us understand your needs by answering a few questions.

Survey template · 11 fields (5 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your customer research survey

Help us understand your needs by answering a few questions.

Keep it under five minutes and say how you will use the answers. Offer an incentive if you need more responses, and keep contact details optional.

The form separates which best describes you?, industry, what problem were you trying to solve when you found us?, what other options have you tried? (optional) into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Keep it under five minutes and say how you will use the answers. Offer an incentive if you need more responses, and keep contact details optional.
• Customize the which best describes you? and industry questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your name (optional) (Name)
• Email address (optional) (Email)
• Which best describes you? (Dropdown, required)
• Industry (Dropdown)
• What problem were you trying to solve when you found us? (Long text, required)
• What other options have you tried? (optional) (Multiple choice)
• How important is solving this problem for you? (Single choice, required)
• How often do you face this problem? (Dropdown, required)
• How did you first hear about us? (optional) (Dropdown)
• What would make the ideal solution for you? (optional) (Long text)
• Would you be open to a short follow-up interview? (Single choice, required)

Frequently asked questions

What does this customer research survey template collect?

Alongside contact details, it asks for which best describes you?, industry, what problem were you trying to solve when you found us?, what other options have you tried? (optional), how important is solving this problem for you?, how often do you face this problem?, how did you first hear about us? (optional), what would make the ideal solution for you? (optional), would you be open to a short follow-up interview?. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this customer research survey form?

Keep it under five minutes and say how you will use the answers. Offer an incentive if you need more responses, and keep contact details optional.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

Related templates

• Customer Survey — 6 fields
• Market Research Survey — 7 fields
• Product Research Survey — 7 fields

Customize this form — opens an editable draft, no account needed — — or browse all 836 templates.