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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.

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샘플 질문

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

질문 12개 · 약 7분
Q01
메시지

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
객관식필수

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
객관식필수

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

  • Email
  • Text message
  • Phone call
  • Mobile app notification
  • Postal mail
Q04
의견 척도필수

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

척도: 1 – 7
최소:Very outdated최대:Completely current
Q05
매트릭스필수

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

4개 행 × 5개 열
  • Contact details (email, phone, address)
  • Billing or payment information
  • Product or service preferences
  • Communication opt-ins
열: Definitely correct · Probably correct · Not sure · Probably outdated · Definitely outdated
Q06
순위 매기기필수

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
드래그하여 순위 지정
Q07
점수 배분필수

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
100점 배분
Q08
AI 인터뷰

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
단문형

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

Q10
객관식

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
단문형

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

Q12
메시지

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.

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

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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.

잘하는 점

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

아쉬운 점

  • 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

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