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SMB Fintech Pain Points & Priorities Assessment

Identifies operational challenges across cash flow, marketing, hiring, and software tools among small business owners and freelancers to inform fintech product strategy and feature prioritization.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Template Overview

21

Questions

AI-Powered

Smart Analysis

Ready-to-Use

Launch in Minutes

This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.

Sample Survey Items

Q1
Chat Message
Welcome! This survey explores the challenges that professionals and small business owners face in areas like cash flow, marketing, hiring, and software tools. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions and experiences. All responses are confidential and will be reported only in aggregate. The survey takes approximately 8–10 minutes to complete. Thank you for your time!
Q2
Dropdown
Which best describes your current work situation?
  • Self-employed or freelancer
  • Owner/partner of a small business (1–50 employees)
  • Employee at a small business (1–50 employees)
  • Employee at a medium or large company (51+ employees)
  • Student
  • Not working currently
  • Other
Q3
Multiple Choice
Which of the following areas do you personally handle or influence in your work? Select all that apply.
  • I manage cash flow or finances
  • I work on marketing or growth
  • I handle hiring or contractors
  • I choose or manage software/tools
  • None of the above
Q4
Multiple Choice
Which, if any, of the following do you use at least once a week? Select all that apply.
  • Mobile banking app
  • Budgeting app (e.g., Mint, YNAB)
  • Payment app (e.g., PayPal, Venmo, Cash App)
  • Investing app (e.g., Robinhood, eToro)
  • Credit monitoring app
  • Buy Now, Pay Later service
  • Crypto wallet or exchange app
  • None of these
Q5
Opinion Scale
How much of a challenge is managing cash flow or finances for you right now?
Range: 1 5
Min: Not at all challengingMid: NeutralMax: Extremely challenging
Q6
Opinion Scale
How much of a challenge is marketing and growth for you right now?
Range: 1 5
Min: Not at all challengingMid: NeutralMax: Extremely challenging
Q7
Opinion Scale
How much of a challenge is hiring or managing contractors for you right now?
Range: 1 5
Min: Not at all challengingMid: NeutralMax: Extremely challenging
Q8
Opinion Scale
How much of a challenge is managing software and tools for you right now?
Range: 1 5
Min: Not at all challengingMid: NeutralMax: Extremely challenging
Q9
Dropdown
Which one area is your single biggest challenge right now?
  • Cash flow/finances
  • Marketing and growth
  • Hiring/contracting
  • Software/tools
  • None — I don't face a major challenge in these areas
Q10
Multiple Choice
From the list below, which specific issues are most challenging for you right now? Select up to 5.
  • Unpredictable revenue timing
  • Late or missed customer payments
  • Limited visibility into cash runway or forecast
  • Limited access to credit or working capital
  • Too few qualified leads
  • Unclear channel attribution
  • Low conversion on website or app
  • Hard to find qualified candidates or contractors
  • Onboarding and paperwork take too long
  • Too many tools to manage
  • Tools that don't integrate well
  • Software subscriptions cost too much
Q11
Long Text
Thinking about the biggest challenge area you selected above, briefly describe a recent example and how it affected your work or business.
Max chars
Q12
AI Interview
You mentioned your biggest challenge earlier. I'd like to explore that in a bit more depth. What have you tried so far to address it, and what has or hasn't worked?
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 2
Q13
Ranking
Thinking about the past month, rank the following by how much of your work time you spent on each area (1 = most time).
Drag to order (top = most important)
  1. Finances/cash flow
  2. Marketing/growth
  3. Hiring/contracting
  4. Software/tools
  5. Operations/admin
Q14
Ranking
Rank the following outcomes by how helpful each would be for you right now (1 = most helpful).
Drag to order (top = most important)
  1. Improve cash predictability
  2. Get more qualified leads
  3. Hire or contract faster
  4. Reduce software/tooling costs
  5. Automate routine financial and admin tasks
Q15
Long Text
Based on your responses throughout this survey, is there anything else you would like to share about the challenges you face with finances, marketing, hiring, or software tools?
Max chars
Q16
Dropdown
Where are you primarily based?
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East/Africa
  • Prefer not to say
Q17
Dropdown
What is your age group?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q18
Dropdown
How do you describe your gender?
  • Male
  • Female
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q19
Dropdown
What is the highest level of education you have completed?
  • High school or less
  • Some college or vocational
  • Bachelor's degree
  • Graduate/professional degree
  • Other
  • Prefer not to say
Q20
Dropdown
Approximately how many people work at your company or organization?
  • Just me (solo)
  • 2–5
  • 6–10
  • 11–50
  • 51+
  • Not applicable
Q21
Chat Message
Thank you for completing this survey — your input is greatly appreciated! Your responses will be used in aggregate to improve products and services for professionals and small business owners like you.

Frequently Asked Questions

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AI interviews conduct adaptive conversations with respondents. The AI asks follow-up questions based on what the respondent says, probing for clarity and depth. You control the personality, tone, model (Haiku, Sonnet, or Opus), and question mode (fixed count, AI decides when to stop, or time-based).
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