Onboarding Survey for SaaS
Evaluate the effectiveness of your SaaS onboarding experience.
When to Use
Send 7-14 days after signup or after the user completes the onboarding flow.
Survey Questions (10)
How easy was it to get started with our product?
ScaleHow clear were the setup instructions?
ScaleHow long did it take to feel comfortable using the product?
Multiple Choice- Less than an hour
- A few hours
- A day
- A few days
- More than a week
How helpful was the onboarding tutorial or walkthrough?
ScaleHow easy was it to import your data or connect integrations?
ScaleDid you find the documentation helpful?
ScaleHow supported did you feel during onboarding?
ScaleWhat was the most confusing part of getting started?
Open-EndedWhat additional resources would have been helpful?
Open-EndedHow could we improve the onboarding experience?
Open-EndedBest Practices
- Send early enough that the experience is fresh
- Ask about specific onboarding steps, not just overall impression
- Use results to optimize time-to-value
- Segment by signup source and plan type
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