SaaS Onboarding Survey Template

Activation fails quietly. This SaaS onboarding survey template asks how setup felt, what blocked first value, and whether the product made sense, while the experience is still fresh.

Great for

• Day-7 or post-activation email pulses
• In-app surveys after the setup checklist
• CS and product reviewing trial drop-off

Ask whether they reached first value as a yes or no. That single answer separates confusion from disinterest.

Reuse one Formms link in lifecycle email and in-product prompts. Export CSV when tagging themes by plan or role.

Questions in this template

1. Overall, how was onboarding? *
   Star rating
2. How easy was setup? *
   Rating scale
3. Did you reach a first useful outcome? *
   Yes or no
4. What almost blocked you?
   Long text
5. Which help did you use?
   Checkboxes In-app tips, Docs, Email or chat support, A teammate, None
6. Your role *
   Multiple choice Admin or owner, End user, Manager, Other
7. Email if we can follow up (optional)
   Email