Customer Experience

Customer Needs Discovery & Prioritization Survey

Uncovers what customers are actually trying to accomplish, which needs matter most, and where your product or service currently falls short — with an AI follow-up that digs into the single biggest unmet need instead of settling for a generic complaint. Built for product, CX, and research teams planning roadmaps around real customer priorities.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分

Q01

メッセージ

Thanks for taking a few minutes to help us understand what you need most from us. Your responses are completely confidential and anonymized. There are no right or wrong answers — we just want the honest picture. This should take about 5-6 minutes.

Q02

選択式必須

Which best describes what you're mainly trying to accomplish when you use (Replace with your product/service name)? (Template note: replace with your top 4-6 primary use cases before launching.)

(Replace with use case A)
(Replace with use case B)
(Replace with use case C)
(Replace with use case D)
Something else

Q03

ベスト・ワースト選択（MaxDiff）必須

For each set, tell us which need matters most to you and which matters least when choosing a solution like ours.

(Replace with need 1, e.g. Fast turnaround/response time)
(Replace with need 2, e.g. Reliable, error-free results)
(Replace with need 3, e.g. Affordable pricing)
(Replace with need 4, e.g. Easy to learn and use)
(Replace with need 5, e.g. Flexible/customizable to my situation)
(Replace with need 6, e.g. Responsive human support)
(Replace with need 7, e.g. Integrates with my other tools)

各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least

Q04

マトリクス必須

How well does (Replace with your product/service name) currently meet each of these needs?

7行 × 4列

(Replace with need 1)
(Replace with need 2)
(Replace with need 3)
(Replace with need 4)
(Replace with need 5)
ほか2件

列: Not met at all · Somewhat met · Mostly met · Fully met

Q05

オピニオンスケール必須

Overall, how well does what we offer today match what you actually need?

スケール: 0 – 10

最小:Doesn't match at all最大:Matches perfectly

Q06

選択式必須

In the last 30 days, has there been a need related to (Replace with your category, e.g. this type of product/service) that went unmet by any solution you tried, including ours?

Yes, more than once
Yes, once
No, not that I noticed

Q07

AIインタビュー

Identify the single biggest unmet or partially-met need from this respondent's answers (prioritize anything they rated 'Not met at all' or 'Somewhat met' on a need they said matters most, or the 30-day unmet-need incident if mentioned). Ask them to walk through a specific recent moment where that need showed up, what they tried instead, what it cost them (time, money, frustration), and what a truly satisfying fix would look like. If they say everything is fine, probe what would make them switch to a competitor anyway.

Q08

ランク付け

If you were choosing a solution again today, rank these options in the order you'd consider them. (Template note: replace with your product and 2-4 real alternatives, including 'build it myself' or 'do nothing' if relevant.)

(Replace with your product/service)
(Replace with competitor A)
(Replace with competitor B)
Do nothing / handle it manually

ドラッグして順位を付ける

Q09

自由回答（長文）

Is there a need you have today that no solution — ours or anyone else's — fully addresses? Describe it in your own words.

Q10

メッセージ

Just a couple of quick optional questions to help us understand who's answering.

Q11

選択式

Which best describes your role?

Individual contributor / end user
Team lead / manager
Director / senior leadership
Owner / executive
Prefer not to say

Q12

選択式

How long have you been a customer?

Less than 3 months
3-12 months
1-3 years
More than 3 years
Prefer not to say

Q13

メッセージ

That's everything — thank you for the thoughtful answers. Your responses feed directly into our roadmap so we can prioritize the needs that matter most and close the gaps you flagged.

含まれる機能

AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

Includes an AI follow-up interview that automatically probes the single biggest unmet or partially-met need surfaced by each respondent's answers, instead of stopping at a generic satisfaction score
Combines quantitative prioritization (MaxDiff trade-offs, a needs-fit matrix, an overall opinion scale, and a re-choice ranking exercise) with open-ended and adaptive follow-up questions in one flow
Segments responses by role and tenure so product, CX, and research teams can see which needs matter most to which customer groups
Auto-generates a report from the responses, including the AI-identified unmet need, so roadmap prioritization doesn't require manual coding of open-text answers

Jotform

Customer Needs Survey Form Template

A fielding-ready static form covering general customer needs questions, built on Jotform's drag-and-drop form builder. It's easy to customize and embed but relies on fixed question sets rather than any adaptive logic. Good for quick, low-cost data collection rather than deep prioritization analysis.

優れている点

Simple drag-and-drop customization
Easy embedding/sharing via Jotform's form infrastructure
Low barrier to entry for quick deployment

物足りない点

Static question set with no adaptive AI follow-up to dig into unmet needs
No built-in prioritization method like MaxDiff or ranking trade-offs
No automated per-response quality scoring or AI-generated analysis

SurveySparrow

Customer Needs Survey Template

A conversational-style survey template that presents questions one at a time for a chat-like feel. It's a ready-to-field template aimed at marketing teams, but the conversational format is scripted rather than truly adaptive to each respondent's answers.

優れている点

Conversational one-question-at-a-time UI improves completion feel
Positioned for marketing teams gathering customer input
Ready-to-use template requiring minimal setup

物足りない点

No adaptive AI interviewing that branches based on the specific unmet need mentioned
No voice interview option or guided screen-share tasks
No transparent, published prompt methodology or automated quality scoring

Typeform

Customer Needs Survey Template

A polished, fielding-ready form using Typeform's signature conversational single-question layout. It's well suited for basic needs capture but, like other form builders, uses pre-set question logic rather than AI-driven follow-up.

優れている点

Clean, high-completion conversational form design
Established template library and branding polish
Simple logic-jump customization for basic branching

物足りない点

No AI-driven follow-up interview to isolate the single biggest unmet need
No structured trade-off prioritization method (e.g., MaxDiff) included by default
No automated report generation tied to response quality scoring

QuestionPro

Service Evaluation Survey Questions + Sample Questionnaire Template

This is primarily a service-evaluation questionnaire and sample-question guide rather than a dedicated needs-discovery-and-prioritization template, so it's a partial comparison at best. It offers a static, comprehensive question bank but isn't structured around uncovering and ranking unmet needs.

優れている点

Broad library of pre-written service evaluation questions
Established survey platform with reporting/analytics tools
Useful as a reference guide for question wording

物足りない点

Focused on service evaluation, not needs discovery or prioritization trade-offs
No adaptive AI follow-up or voice interview capability
No transparent prompt methodology or automated per-response quality scoring

よくあるご質問