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모든 템플릿

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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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 13개 · 약 7분
Q01
메시지

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
객관식필수

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
단문형필수

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

Q04
객관식필수

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
의견 척도필수

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

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q06
점수 배분필수

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
100점 배분
Q07
평점 척도필수

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

범위: 1 – 5
최소:Minimal impact최대:Transformational impact
Q08
AI 인터뷰

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
장문형

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

Q10
동의

One last thing before we wrap up.

Q11
객관식

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
단문형

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

Q13
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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

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