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Referral Program Friction & Barriers Audit

Diagnoses referral drop-off by measuring awareness, incentive appeal, and process friction among current and former customers to identify the highest-impact improvements for program conversion.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

23 questions · ~10 min
Q01
Message

Welcome, and thank you for taking part in this survey! We'd like to understand your experience with referrals so we can improve the process. This should take about 5–7 minutes. Your responses are confidential and will be reported only in aggregate. Participation is entirely voluntary — you may stop at any time. There are no right or wrong answers; we simply want your honest opinions.

Q02
Opinion Scale

How likely are you to recommend us to a friend or colleague in the next 90 days?

Scale: 010
Min:Not at all likelyMax:Extremely likely
Q03
Multiple Choice

Before today, were you aware that we have a refer-a-friend program?

  • Yes
  • No
  • I may have heard of it but I'm not sure
Q04
Multiple Choice

How familiar are you with the current referral reward?

  • I know exactly what it is
  • I have a general idea
  • Not sure
  • I don't know at all
Q05
Opinion Scale

How easy or difficult would it be for you to complete a referral right now?

Scale: 17
Min:Very difficultMax:Very easy
Q06
Long Text

What is the single biggest change that would make referring easier for you?

Q07
Multiple Choice

Which of the following best describes your current relationship with us?

  • I am not yet a customer
  • New customer (under 3 months)
  • Customer (3–12 months)
  • Customer (1+ year)
  • Former customer
Q08
Message

Thank you for your time — your feedback will directly help us improve the referral program!

Q09
Multiple Choice

In the past 6 months, have you tried to refer someone to us?

  • Yes, and they signed up
  • Yes, but they did not sign up
  • Not in the past 6 months, but I have referred before
  • I have never referred anyone
Q10
Multiple Choice

Where have you seen or heard about our referral program? (Select all that apply)

  • Account/dashboard in my profile
  • Checkout or order confirmation
  • Email communications (newsletter or receipt)
  • In the mobile app
  • Help center / FAQ
  • From a friend
  • Social media
  • In-store, packaging, or receipt (if applicable)
  • I haven't seen or don't recall seeing anything
Q11
Opinion Scale

How appealing is the current referral reward to you?

Scale: 17
Min:Not at all appealingMax:Extremely appealing
Q12
Multiple Choice

Which of the following steps, if any, feel like barriers when trying to refer someone? (Select all that apply)

  • Finding the referral option
  • Understanding the reward or terms
  • Entering my friend's contact information
  • Choosing how to share (email, link, text, etc.)
  • Tracking whether my friend signed up
  • Receiving or redeeming my reward
  • Too many steps overall
  • None of these feel like barriers
Q13
AI Interview

Based on your responses in this survey, please share any additional thoughts or feelings about your referral experience.

Q14
Multiple Choice

How often do you use our product or service?

  • Daily
  • Weekly
  • Monthly
  • Less often
  • I don't use it currently
Q15
Dropdown

Approximately how many people did you try to refer in the past 6 months?

  • 1
  • 2
  • 3–5
  • 6–10
  • More than 10
Q16
Opinion Scale

How clear is the referral offer when you first see it?

Scale: 17
Min:Not at all clearMax:Extremely clear
Q17
Ranking

Please rank the following reward types from most to least motivating for you to refer someone.

  1. Account credit for me
  2. Discount for both me and my friend
  3. Cash payout
  4. Gift card
  5. Free month/upgrade/feature
  6. Donation to a charity
Drag to rank
Q18
Multiple Choice

Where would you most expect to find the option to refer a friend?

  • Account or profile menu
  • Order confirmation page
  • Share button inside the app
  • Help/FAQ section
  • Checkout page
  • Email footer or account emails
  • SMS or push notification
  • None of these
Q19
Multiple Choice

What is your age group?

  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q20
Multiple Choice

When thinking about a referral reward, which of the following matters most to you?

  • The reward value for me
  • The benefit my friend receives
  • How easy it is to claim
  • How quickly I receive it
  • Clarity about whether I'm eligible
  • Flexibility in choosing the reward type
Q21
Dropdown

How many minutes would you be willing to spend completing a referral?

  • Less than 1 minute
  • 1–2 minutes
  • 3–5 minutes
  • More than 5 minutes
Q22
Dropdown

What country or region do you live in?

  • United States
  • Canada
  • United Kingdom
  • Australia
  • Germany
  • France
  • India
  • Brazil
  • Mexico
  • Japan
  • Other (please specify)
  • Prefer not to say
Q23
Multiple Choice

Do any of the following concerns discourage you from referring? (Select all that apply)

  • I don't want to annoy friends
  • Not sure friends would like our product/service
  • Privacy concerns about sharing contacts
  • The offer seems too salesy
  • The reward is not worth the effort
  • I prefer to wait before recommending
  • I generally don't recommend products
  • None of these

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.