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.
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AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
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Detailed Reports
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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)
Finances/cash flow
Marketing/growth
Hiring/contracting
Software/tools
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)
Improve cash predictability
Get more qualified leads
Hire or contract faster
Reduce software/tooling costs
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.
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