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Customer Experience

Customer Story Discovery & Case Study Candidate Survey

Identifies which customers have results worth turning into a case study, testimonial, or video story, and gauges their willingness to be featured. The AI follow-up interview goes past generic praise to reconstruct the specific before-and-after — the numbers, the turning point, the proof — that makes a customer story credible to a stranger.

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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

Hi! We're looking for real customer stories to share, and yours might be one of them. This will take about 5 minutes, and there's no pressure — sharing your story is completely optional.

Q02
選択式必須

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

  • Less than 3 months
  • 3–12 months
  • 1–2 years
  • More than 2 years
Q03
オピニオンスケール必須

How likely are you to recommend (Replace with product name) to a colleague or peer facing a similar challenge?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q04
選択式必須

What was the primary challenge or goal that led you to start using (Replace with product name)?

  • Reduce costs
  • Save time on manual work
  • Improve team collaboration
  • Scale operations as we grew
  • Replace an outdated or unreliable tool
  • Improve accuracy or reduce errors
Q05
自由回答（長文）

In your own words, what has changed for you or your team since you started using (Replace with product name)? Include specific numbers or outcomes if you can (e.g., time saved, revenue gained, errors reduced).

Q06
ベスト・ワースト選択（MaxDiff）

Which of these would be most compelling to highlight if we told your story?

  • Time saved
  • Cost savings
  • Revenue growth
  • Ease of use
  • Quality of customer support
  • Team adoption or buy-in
  • A specific feature (Replace with feature name)
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 compelling to highlight最も悪い:Least compelling to highlight
Q07
AIインタビュー

Reconstruct the specific story behind this customer's results: what their situation looked like before, what the turning point was, and what concretely changed afterward, including numbers, timeframes, or team reactions. Anchor on whichever result they ranked highest in the trade-off question and ask for one specific moment or example that proves it. If their answers stay vague or generic, push for a concrete detail — a number, a quote from a teammate, a specific week — that would make the story credible to a stranger reading it.

Q08
選択式必須

Would you be willing to be featured in one of our customer stories?

  • Yes, a written case study
  • Yes, a short video testimonial
  • Yes, but only a quote or short testimonial
  • Not right now, but keep me updated
  • No, I'd prefer not to be featured
Q09
自由回答（短文）

If you're open to being featured, how would you like to be credited? (e.g., full name and title, company name only, anonymous with just your industry)

Q10
メールアドレス

What's the best email to reach you if we'd like to follow up about your story?

Q11
選択式

What's your company's size?

  • 1–50 employees
  • 51–200 employees
  • 201–1,000 employees
  • 1,000+ employees
  • Prefer not to say
Q12
選択式

What industry are you in?

  • (Replace with Industry A)
  • (Replace with Industry B)
  • (Replace with Industry C)
  • (Replace with Industry D)
  • Prefer not to say
Q13
メッセージ

Thank you for sharing this with us! If you opted in, someone from our team will reach out about featuring your story — and if not, your feedback still helps us understand the impact we're having. Either way, we appreciate your time.

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 a generic 'would you recommend us' form: an AI follow-up interview reconstructs the specific before-and-after — the numbers, the turning point, the proof — that makes a story credible to a stranger, instead of stopping at surface-level praise.
  • Includes a MaxDiff exercise asking which angle of the story would be most compelling to highlight, so marketing knows which proof point to lead with before investing in production.
  • Pairs quantitative signals (tenure, NPS-style recommend score, company size, industry) with a qualitative change narrative to actually qualify who's a strong case-study candidate, not just who's happy.
  • Closes the loop on production logistics in one flow — opt-in willingness, preferred credit/attribution, and follow-up email — so you get a fielding-ready pipeline, backed by an auto-generated report, of customers ready to be featured.

Jotform

Customer Success Story Questionnaire Form Template

A static, ready-to-use form template built on Jotform's drag-and-drop form builder. It's fielding-ready in the sense that you can publish it immediately, but every respondent sees the same fixed question set with no follow-up logic.

優れている点

  • Fast to customize and deploy using Jotform's visual form builder
  • Benefits from Jotform's broader ecosystem (integrations, e-signatures, file uploads)

物足りない点

  • Fixed question list with no adaptive probing into specifics behind a customer's results
  • No automated quality scoring of responses or auto-generated case-study-readiness report
  • No voice/interview-style capture — text form fields only

SurveyMonkey

Customer Stories Survey Template

A standard static survey template on SurveyMonkey's established survey platform, useful as a starting point for collecting testimonial-style feedback. It relies on SurveyMonkey's general-purpose analytics rather than any story-specific follow-up mechanism.

優れている点

  • Backed by a widely-used, well-known survey platform with broad distribution options
  • Solid built-in reporting/analytics dashboard for aggregate response trends

物足りない点

  • No adaptive AI follow-up to dig past generic praise into specific quantified outcomes
  • No mechanism to prioritize which story angle (numbers vs. transformation vs. proof) is most compelling
  • No transparent, publishable interview methodology — just fixed survey logic

SurveySparrow

Customer Success Story Questionnaire Template

A conversational-style survey template that presents questions one at a time in a chat-like UI, which can feel more personal than a traditional form. However, the conversational format is scripted, not adaptive — it doesn't dynamically probe based on what a respondent actually says.

優れている点

  • Chat-style, one-question-at-a-time UI that can improve completion rates
  • Positioned specifically for customer success/testimonial use cases

物足りない点

  • Conversational UI is still a fixed script, not a true adaptive AI interview that reconstructs specifics
  • No automated per-response quality scoring to flag strong case-study candidates
  • No option for voice-based interviews or guided screen-share tasks

よくあるご質問

「Customer Story Discovery & Case Study Candidate 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13問含まれており、最初の設問は次のとおりです：「Hi! We're looking for real customer stories to share, and yours might be one of them. This will take about 5 minutes, an…」・「How long have you been a customer of (Replace with your company/product name)?」・「How likely are you to recommend (Replace with product name) to a colleague or peer facing a similar challenge?」。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、13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

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