Learn about new users' goals and background during product onboarding.

What best describes your role?

What is your primary goal with this product?

How did you hear about us?

What tools are you currently using for this?

What does success look like for you in the first 30 days?

A user onboarding survey for product teams that want to personalise the onboarding experience based on who a new user actually is. It asks about role, primary goal with the product, how they heard about it, what tools they currently use, and what success looks like in their first thirty days. Collecting this at signup allows the product or CRM to route users into the right onboarding track from the start.

User Onboarding Survey Form Template

Questions included

Use this template