QuestionPunkQuestionPunk
無料で始める
すべてのテンプレート
Customer Experience

Customer Profile & Information Accuracy Survey

Checks whether the information you hold on a customer — contact details, product usage, communication preferences — still matches reality, and surfaces which channels and message types they actually want. An AI follow-up interview digs into what's changed in their life or business that your records haven't caught up with yet. Ideal for CRM data hygiene and preference-center refreshes.

このテンプレートを使うほかのテンプレートを見る

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12問・約7分
Q01
メッセージ

Hi! We want to make sure the information we have on file for you is accurate and that we're reaching you the way you actually prefer. Your responses are completely confidential and anonymized. This will take about 7 minutes, and there are no wrong answers.

Q02
選択式必須

Which of our products or services do you currently use?

  • (Replace with Product/Service A)
  • (Replace with Product/Service B)
  • (Replace with Product/Service C)
  • Not sure
Q03
選択式必須

What's the best way for us to reach you with important updates?

  • Email
  • Text message
  • Phone call
  • Mobile app notification
  • Postal mail
Q04
オピニオンスケール必須

How up to date do you think the information we have on file for you is right now?

スケール: 1 – 7
最小:Very outdated最大:Completely current
Q05
マトリクス必須

For each type of information below, how confident are you that what we have on file is correct?

4行 × 5列
  • Contact details (email, phone, address)
  • Billing or payment information
  • Product or service preferences
  • Communication opt-ins
列: Definitely correct · Probably correct · Not sure · Probably outdated · Definitely outdated
Q06
ランク付け必須

Rank these types of messages from most to least valuable to you.

  1. Product or service updates
  2. Billing and account alerts
  3. New offers and promotions
  4. Educational or how-to content
  5. Company news
ドラッグして順位を付ける
Q07
ポイント配分必須

If you had 100 points to split across these channels based on how you'd like to receive updates from us, how would you divide them?

  • Email
  • Text message
  • App notification
  • Phone call
  • Postal mail
100ポイントを配分
Q08
AIインタビュー

Explore what's changed in the respondent's life, household, or business (new address, role, budget, needs) since they last updated their information with us, and whether any of that has affected which products they use or how they want to be contacted. If they rated their information as outdated or flagged low confidence in any category on the matrix, ask specifically what's wrong and what the correct information should be. If they say everything is current, ask when they last actually checked.

Q09
自由回答（短文）

Is there anything else about your account or preferences you'd like us to know or update?

Q10
選択式

Which age range do you fall into?

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q11
自由回答（短文）

What region or postal code area are you located in? (Optional — helps us route local updates correctly)

Q12
メッセージ

Thanks for helping us keep your information accurate! We'll use your answers to update our records and make sure you hear from us the way you actually want.

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

  • Goes beyond static contact-detail collection with an opinion scale, matrix, ranking, and constant-sum question that reveal not just what's on file but how confident the customer is and which channels/message types they actually value.
  • Includes an AI follow-up interview that explores what's changed in the respondent's life, household, or business — surfacing the 'why' behind outdated records instead of just flagging that they're outdated.
  • Pairs structured data-hygiene questions (product usage, contact method, region/postal code) with open-ended short-text fields so respondents can flag anything the fixed fields miss.
  • Automated quality scoring and an auto-generated report mean the CRM/data team gets a synthesized read on data accuracy and channel preference, not just raw form exports.

Jotform

Customer Information Sheet Form Template

A straightforward, fielding-ready form for capturing basic customer contact details. It's built for quick data collection rather than diagnosing why existing records have drifted out of date. No mechanism to explore preference changes or probe respondents on ambiguous answers.

優れている点

  • Ready-to-use drag-and-drop template
  • Easy to customize fields for basic contact info
  • Part of a broad Jotform form library with free tier access

物足りない点

  • Static field-based form with no adaptive follow-up questions
  • No mechanism to score response quality or confidence in data accuracy
  • No structured way to rank or weight channel/message preferences

SurveySparrow

Free Customer Information Form Template

A conversational-style form template offered online and in printable form, aimed at collecting standard customer details. It suits quick intake but isn't designed to surface preference trade-offs or dig into what's changed since the last update. Printable option suggests a generic-intake use case rather than a CRM refresh workflow.

優れている点

  • Conversational UI style that can feel more engaging than a plain form
  • Free tier availability
  • Printable option in addition to online delivery

物足りない点

  • No adaptive or AI-driven follow-up to explore changed circumstances
  • No built-in ranking or point-allocation question types for channel preference
  • No automated quality scoring or synthesized reporting layer

Typeform

Customer Information Form

A polished, fielding-ready form for gathering customer contact and profile information, consistent with Typeform's conversational one-question-at-a-time style. It's well-suited to first-time data capture but has no built-in way to verify or update previously held information over time. No AI probing or voice interview option is available.

優れている点

  • Clean, conversational question flow
  • Free tier available for basic use
  • Established template library and design polish

物足りない点

  • No adaptive AI follow-up interview to probe life/business changes
  • No matrix, ranking, or constant-sum question types evident for preference weighting
  • No automated per-response quality scoring or auto-generated insight report

よくあるご質問

「Customer Profile & Information Accuracy Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Hi! We want to make sure the information we have on file for you is accurate and that we're reaching you the way you act…」・「Which of our products or services do you currently use?」・「What's the best way for us to reach you with important updates?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

関連テンプレート

似たテーマのほかの調査もご覧ください。

すべて見る
Customer Experience

Bank Customer Service Request Resolution Survey

Captures how customers experienced a recent request to their bank — the channel used, whether the issue was resolved, and how the interaction felt — with an AI follow-up that digs into the specific moment satisfaction rose or fell. Built for banks and credit unions tracking service quality after calls, chats, branch visits, or app contacts.

テンプレートを見る
Customer Experience

Client Contact & Communication Preferences Survey

Measures how satisfied clients are with the frequency, channel, and responsiveness of your team's contact, and what they actually want more or less of. Built for client-facing teams in agencies, consulting, and professional services who want to catch communication breakdowns before they cause churn. The AI follow-up interview reconstructs one specific recent contact experience instead of vague complaints.

テンプレートを見る
Customer Experience

Typical Customer Profile and Decision Drivers Survey

Builds a clear picture of your typical customer — how they found you, why they chose you over alternatives, what they value most, and how they actually use your product day to day. An AI follow-up interview digs into the real story behind their top decision driver, giving teams building ideal customer profiles or refining positioning something more concrete than survey averages.

テンプレートを見る
Customer Experience

Customer Satisfaction & Loyalty Diagnostic Survey

Tracks overall satisfaction, satisfaction with specific product and service attributes, and likelihood to recommend, then prioritizes which fixes matter most with a trade-off ranking. An AI follow-up interview digs into the real story behind each respondent's satisfaction score. Built for product, CX, and support teams running quarterly or post-interaction pulse checks.

テンプレートを見る
Customer Experience

Consumer Demographics & Interests Profile Survey

Builds a rich profile of who your customers are and what they care about—household makeup, media habits, and lifestyle interests—paired with an AI follow-up that digs into the story behind their top interest instead of just a checkbox.

テンプレートを見る
Customer Experience

Customer Relationship & Satisfaction Deep-Dive

Maps how customers rate your product, support, and value over time, then pinpoints what actually drives loyalty versus churn risk. An AI follow-up interview digs into the specific moment behind each customer's satisfaction score, surfacing concrete stories your dashboard numbers can't. Built for CX, product, and account teams running quarterly or post-milestone customer reviews.

テンプレートを見る