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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.

Sample questions

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

21 questions · ~4 min
Q01
Long Text

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!

Q02
Long Text

Which best describes your current work situation?

Q03
Long Text

How much of a challenge is managing cash flow or finances for you right now?

Q04
Long Text

Thinking about the past month, rank the following by how much of your work time you spent on each area (1 = most time).

Q05
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?

Q06
Long Text

Where are you primarily based?

Q07
Long Text

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.

Q08
Multiple Choice

Which of the following areas do you personally handle or influence in your work? Select all that apply.

Q09
Long Text

How much of a challenge is marketing and growth for you right now?

Q10
Long Text

Rank the following outcomes by how helpful each would be for you right now (1 = most helpful).

Q11
Long Text

What is your age group?

Q12
Multiple Choice

Which, if any, of the following do you use at least once a week? Select all that apply.

Q13
Long Text

How much of a challenge is hiring or managing contractors for you right now?

Q14
Long Text

How do you describe your gender?

Q15
Long Text

How much of a challenge is managing software and tools for you right now?

Q16
Long Text

What is the highest level of education you have completed?

Q17
Long Text

Which one area is your single biggest challenge right now?

Q18
Long Text

Approximately how many people work at your company or organization?

Q19
Multiple Choice

From the list below, which specific issues are most challenging for you right now? Select up to 5.

Q20
Long Text

Thinking about the biggest challenge area you selected above, briefly describe a recent example and how it affected your work or business.

Q21
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?

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.