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Sales & Revenue

Customer Referral Behavior & Program Effectiveness Survey

Measures how likely customers are to refer your business, what actually motivates them to do it, and where your referral program or incentives fall short — with an AI follow-up that digs into the real reasons behind a customer's referral score instead of taking the number at face value. Built for sales, customer success, and growth teams running or designing referral programs.

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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11問・約6分
Q01
メッセージ

Hi! We're trying to understand how customers feel about referring (Replace with your company name) to others, and how well our referral program actually works. Your responses are completely confidential and anonymized. This will take about 5 minutes and your honest answers help us improve it.

Q02
オピニオンスケール必須

How likely are you to refer (Replace with your company name) to a friend or colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q03
選択式必須

In the last 6 months, have you referred anyone to (Replace with your company name)?

  • Yes, one person
  • Yes, multiple people
  • No, but I've considered it
  • No, I haven't considered it
Q04
選択式必須

Are you aware that we have a referral rewards program?

  • Yes, and I've participated in it
  • Yes, but I haven't participated
  • No, I wasn't aware of it
Q05
ベスト・ワースト選択（MaxDiff）必須

Which of the following would most encourage you to refer others to us?

  • Cash reward
  • Discount on future purchases
  • Account credit
  • Donation to a charity of my choice
  • Public recognition (e.g. shoutout, badge)
  • Exclusive perks or early access
  • Faster or priority support
各セットで最も良いもの・最も悪いものを選択最も良い:Most motivating最も悪い:Least motivating
Q06
ポイント配分必須

If you had 100 points to split across these reward types based on what would matter most to you, how would you allocate them?

  • Cash reward
  • Discount on future purchases
  • Account credit
  • Charitable donation
  • No reward needed — I'd refer anyway
100ポイントを配分
Q07
マトリクス必須

How much do you agree with each statement about our referral program?

4行 × 5列
  • The referral process was easy to complete
  • I clearly understood how I'd be rewarded
  • I received my reward in a reasonable amount of time
  • I would recommend this program itself to other customers
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q08
AIインタビュー

Probe the reasoning behind the respondent's referral likelihood score. If it was high, find a specific person they thought of referring or did refer, and what would need to be true for them to actually follow through or refer again. If it was low or middling, identify the specific hesitation — trust in the product, lack of a compelling reward, not knowing how, or fear of bothering their contact — and ask what single change would move their score up. If they said they aren't aware of the referral program, ask what they'd expect from one before they'd use it.

Q09
プルダウン

How large is your company? (Prefer not to say is fine)

  • Just me
  • 2-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1000 employees
  • 1000+ employees
  • Prefer not to say
Q10
選択式

How long have you been a customer of (Replace with your company name)?

  • Less than 6 months
  • 6 months to 1 year
  • 1-2 years
  • More than 2 years
  • Prefer not to say
Q11
メッセージ

Thank you for sharing your thoughts! We'll use your answers to improve our referral program and make it easier and more rewarding to recommend us.

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 a dedicated AI follow-up interview that probes the actual reasoning behind a customer's referral likelihood score instead of just recording the number
  • Uses a MaxDiff exercise and a constant-sum points allocation to reveal which incentives customers genuinely value, not just top-of-mind guesses
  • Includes a matrix question to measure agreement across multiple referral-program statements in one structured view, plus firmographic and tenure questions for segmentation
  • Opens and closes with conversational chat messages that frame the survey and set expectations, making it feel like a guided conversation rather than a static form

Jotform

Sales Referral Form Template

This is a static, fielding-ready form for capturing sales referral submissions (e.g., referrer/referee contact details) rather than a survey designed to measure referral sentiment or program effectiveness. It's easy to drag-and-drop customize within Jotform's form builder. It's built for lead capture, not for diagnosing why customers do or don't refer.

優れている点

  • Ready-to-use, no-code form builder with drag-and-drop customization
  • Likely integrates with Jotform's broader form ecosystem (notifications, conditional logic, integrations)
  • Simple structure suited for quick referral lead capture

物足りない点

  • Static form fields only — no adaptive AI follow-up to probe why a customer would or wouldn't refer
  • No built-in mechanism to weigh or rank incentive preferences (e.g., MaxDiff or points allocation)
  • No transparent, published methodology behind question design or scoring

SurveySparrow

Sales Referral Form Template for all businesses

A conversational-style referral form template aimed at general businesses, focused on collecting referral submissions rather than diagnosing referral motivation or program gaps. SurveySparrow's chat-like UI is a genuine strength for engagement, but the template appears oriented toward lead intake, not behavioral measurement. No mention of adaptive follow-up questioning tied to a respondent's specific answer.

優れている点

  • Conversational, chat-style survey format that can feel more engaging than a static form
  • Applicable across different business types out of the box
  • Likely supports SurveySparrow's standard branching/logic features

物足りない点

  • No adaptive AI interview that digs into the reasoning behind a low or high referral score
  • No structured trade-off tools (MaxDiff, constant-sum) to prioritize which incentives actually motivate referrals
  • No automated per-response quality scoring or auto-generated analytical report

SurveyMonkey

Referral Form Template

A general-purpose referral form template from a major survey platform, likely usable for collecting basic referral information or simple satisfaction-style questions. It doesn't appear tailored specifically to referral program effectiveness (incentive design, motivation drivers) for sales/CS/growth teams. As a static template, it depends on manual analysis to interpret open-ended or scaled responses.

優れている点

  • Backed by a well-established survey platform with broad distribution options
  • Simple, familiar template structure that's quick to deploy
  • Likely includes standard SurveyMonkey analytics/reporting on closed-ended questions

物足りない点

  • No adaptive AI follow-up interview to explore the real reasons behind a referral score
  • No voice AI interview option or guided task/screen-share capability
  • No transparent, published prompts or methodology for how questions or scoring are derived

よくあるご質問

「Customer Referral Behavior & Program Effectiveness 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11問含まれており、最初の設問は次のとおりです：「Hi! We're trying to understand how customers feel about referring (Replace with your company name) to others, and how we…」・「How likely are you to refer (Replace with your company name) to a friend or colleague?」・「In the last 6 months, have you referred anyone to (Replace with your company name)?」。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、11問を約6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

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