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Customer Experience

Customer Success Story & Case Study Discovery Survey

Surfaces customers whose results are strong enough to feature in a case study — capturing the before/after problem, quantifiable impact, and a quotable moment. The AI follow-up interview reconstructs the full narrative arc so marketing and customer success teams can identify and write up the best stories.

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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'd love to hear about your experience with (Replace with product name) — great stories help other customers see what's possible. Your responses are completely confidential and anonymized. This will take about 6 minutes, and if your story is a great fit, we may follow up about featuring it.

Q02
選択式必須

How long have you been using (Replace with product name)?

  • Less than 3 months
  • 3-6 months
  • 6-12 months
  • 1-2 years
  • More than 2 years
Q03
自由回答（短文）必須

In one sentence, what problem or goal were you trying to solve when you started using (Replace with product name)?

Q04
選択式必須

Which of the following outcomes have you experienced since adopting (Replace with product name)? (Select all that apply)

  • Saved time
  • Reduced costs
  • Increased revenue
  • Improved team collaboration
  • Better customer satisfaction
  • Faster decision-making
Q05
オピニオンスケール必須

How likely are you to recommend (Replace with product name) to a peer facing a similar challenge to the one you had?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q06
ポイント配分必須

Thinking about the impact (Replace with product name) has had, distribute 100 points across these areas based on where the impact has been greatest.

  • Time savings
  • Cost reduction
  • Revenue growth
  • Team productivity
  • Customer satisfaction
100ポイントを配分
Q07
評価スケール必須

Overall, how would you rate the impact (Replace with product name) has had on your business?

範囲: 1 – 5
最小:Minimal impact最大:Transformational impact
Q08
AIインタビュー

Reconstruct the respondent's success story as a narrative arc: what their situation looked like before adopting the product, what specifically changed once they started using it, and one concrete, quantifiable result they can point to (a number, percentage, or amount of time saved). Anchor on the impact rating they just gave — if it was high, dig for the single moment or milestone that made the difference and get them to describe it in vivid, quotable language; if it was middling or low, find out what's still missing or what would need to happen for the impact to be higher. Also ask who else at their organization was closely involved, in case they're worth interviewing too.

Q09
自由回答（長文）

If we quoted you directly in a case study, what's one sentence you'd want us to use?

Q10
同意

One last thing before we wrap up.

Q11
選択式

What's the approximate size of your organization?

  • 1-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1000 employees
  • 1000+ employees
  • Prefer not to say
Q12
自由回答（短文）

What's your role or title? (Optional — helps us credit you correctly if featured)

Q13
メッセージ

Thank you for sharing your story! Your answers help us understand the real impact our product has, and if you opted in, our team may reach out about featuring your experience in a future case study.

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

  • Uses an AI follow-up interview to reconstruct the respondent's full narrative arc (situation, turning point, outcome) rather than just collecting isolated answers
  • Combines quantifiable impact data (a constant-sum point allocation and an overall impact rating) with qualitative story capture, so marketing gets both numbers and narrative
  • Includes a dedicated quotable-moment question and an optional name/title field, making it easy to identify and credit case-study-ready customers
  • Ends with a transparent consent step before asking for organization size and role, so teams know exactly who can be featured and why

Jotform

Customer Success Story Questionnaire Form Template

A fielding-ready static form for collecting customer success stories, built on Jotform's drag-and-drop form builder. It covers the basics of story collection but relies on fixed questions rather than any adaptive follow-up. Good for simple intake, less suited to drawing out a full narrative arc from vague answers.

優れている点

  • Ready-to-use, easily customizable form builder
  • Simple, low-friction respondent experience
  • Wide integration options typical of Jotform's ecosystem

物足りない点

  • Static question set with no adaptive AI probing to dig deeper into vague or promising answers
  • No automated scoring of which responses are strongest for a case study
  • No transparent, published methodology for how questions map to story-arc structure

SurveySparrow

Customer Success Story Questionnaire Template

A conversational-style survey template designed to feel more like a chat than a form, which suits story-gathering use cases. It's fielding-ready but still runs on pre-set question branching rather than true adaptive AI interviewing. Reporting is likely limited to standard survey analytics rather than narrative reconstruction.

優れている点

  • Conversational UI that feels more personal than a plain form
  • Built-in branching logic for basic personalization
  • Established survey analytics and reporting dashboard

物足りない点

  • No AI-driven follow-up questions that adapt in real time to what a respondent says
  • No automated per-response quality scoring to flag which stories are strongest
  • No voice-based interview option for richer, quotable responses

Typeform

Customer Success Story Questionnaire Template

A polished, fielding-ready one-question-at-a-time form well suited to collecting testimonials and stories in a friendly format. It shares QuestionPunk's focus on a pleasant respondent experience but stops at fixed question logic. There's no mechanism to reconstruct a story arc or probe deeper on strong answers.

優れている点

  • Clean, engaging one-question-at-a-time design
  • Strong brand reputation for respondent-friendly forms
  • Easy embedding and sharing options

物足りない点

  • No adaptive AI interview to reconstruct a full before/after narrative
  • No automated scoring to surface which responses are case-study-worthy
  • No guided task or screen-share option for deeper discovery

よくあるご質問

「Customer Success Story & Case Study Discovery 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'd love to hear about your experience with (Replace with product name) — great stories help other customers see wh…」・「How long have you been using (Replace with product name)?」・「In one sentence, what problem or goal were you trying to solve when you started using (Replace with product 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、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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