All templates

New-User Signup & Onboarding Friction Survey

Diagnoses where and why new users stall during signup and onboarding. Use with recent signups to identify friction points, missing trust signals, and time-to-value barriers that suppress activation.

Sample questions

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

19 questions · ~9 min
Q01
Message

Welcome! We're conducting a short survey to understand your recent sign-up and onboarding experience. This should take approximately 5–7 minutes. Your participation is completely voluntary—you may stop at any time. There are no right or wrong answers; we're interested in your honest opinions. All responses are confidential and will be reported in aggregate to improve the onboarding experience. Please click 'Next' to begin.

Q02
Multiple Choice

What was your primary goal right after signing up?

  • Explore the product
  • Complete a specific task
  • Evaluate for my team or company
  • Connect an integration or data source
  • Compare with another tool
  • Just browsing
  • Other (please specify)
Q03
Dropdown

What was the last onboarding step you completed?

  • Created an account
  • Confirmed email
  • Completed profile or setup
  • Connected data or imported a sample
  • Tried a core feature
  • Invited a teammate
  • Upgraded or paid
  • I'm not sure
Q04
Opinion Scale

How well did the product match what you expected based on the website or marketing?

Scale: 17
Min:Did not match at allMax:Matched perfectly
Q05
Dropdown

Approximately how long did it take before you felt the product was useful in your first session?

  • Under 2 minutes
  • 2–5 minutes
  • 6–15 minutes
  • 16–30 minutes
  • More than 30 minutes
  • I haven't felt it was useful yet
Q06
Long Text

What almost made you give up, if anything?

Q07
Dropdown

Which of the following best describes your role?

  • Individual contributor
  • Manager
  • Executive / Founder
  • Consultant / Contractor
  • Student
  • Other
Q08
Message

Thank you for your time! Your feedback will directly help us make the onboarding experience clearer and faster.

Q09
Dropdown

When did you first log in after signing up?

  • Immediately
  • Within 24 hours
  • 2–3 days later
  • 4–7 days later
  • More than a week later
Q10
Multiple Choice

If you paused or stopped during setup, what were the main reasons? Select all that apply.

  • I couldn't find the next step
  • Instructions were unclear
  • Too many fields to fill
  • Technical error or bug
  • Waiting on approvals or access
  • Unclear value or ROI
  • Security or privacy concerns
  • Needed examples or templates first
  • Price or plan questions
  • No time at that moment
  • I did not pause or stop
  • Other (please specify)
Q11
Multiple Choice

Which of the following proof or reassurance elements did you notice during sign-up or your first session? Select all that apply.

  • Customer logos
  • Short demo or GIF
  • Templates or sample projects
  • Testimonials or reviews
  • Security badges or certifications
  • Usage metrics (e.g., number of users, tasks completed)
  • Case study link
  • Free trial details or guarantee
  • None of these
Q12
Ranking

Which types of help would have moved you forward fastest? Rank your top three.

  1. Step-by-step checklist
  2. Short video (1–2 min)
  3. Pre-filled sample data
  4. Interactive product tour
  5. Live chat support
  6. Tooltips on each field
Drag to rank
Q13
AI Interview

We'd love to learn more about your onboarding experience. Our AI moderator will ask a couple of follow-up questions based on your earlier responses.

Q14
Dropdown

Approximately how many employees are at your organization?

  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001–5,000
  • 5,001+
Q15
Opinion Scale

After your most recent step, how confident were you about what to do next?

Scale: 17
Min:Not at all confidentMax:Extremely confident
Q16
Long Text

What specific proof or reassurance, if any, would have helped you continue with more confidence?

Q17
Long Text

Based on your responses in this survey, is there anything else you'd like to share about your onboarding experience?

Q18
Dropdown

Which industry are you primarily in?

  • Software / Technology
  • Professional services
  • Education
  • Healthcare
  • Finance
  • Retail / E-commerce
  • Manufacturing
  • Nonprofit / Public sector
  • Other
Q19
Opinion Scale

Overall, how clear were the next steps throughout the setup process?

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

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.