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Home Energy Upgrade Customer Experience Survey

Measures homeowner satisfaction across the full energy-upgrade journey—from site assessment through installation and rebate application—to identify improvement opportunities for program administrators and installers.

Sample questions

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

37 questions · ~4 min
Q01
Long Text

Welcome to the Home Energy Upgrade Experience Survey. This survey asks about your recent home energy project—including any site assessment, installation, and rebate or incentive experience. Your responses are confidential, will be reported only in aggregate, and will help improve energy programs and installer quality. There are no right or wrong answers—we are interested in your honest opinions. Participation is voluntary and you may stop at any time. Estimated time: 6–8 minutes.

Q02
Long Text

Which best describes the primary home energy upgrade you are providing feedback on today?

Q03
Long Text

The next few questions are about your on-site energy assessment. If you did not have a site visit, you may skip this section.

Q04
Multiple Choice

What is the current status of your installation?

Q05
Multiple Choice

Have you applied for any rebates or incentives for this project?

Q06
Long Text

Overall, how satisfied are you with your home energy upgrade experience so far?

Q07
AI Interview

We'd like to learn a bit more about your experience. An AI interviewer will ask you a couple of short follow-up questions.

Q08
Multiple Choice

Which best describes your current housing situation?

Q09
Long Text

Thank you for completing this survey. Your feedback helps improve home energy programs and installer quality for future homeowners. Your responses are confidential and will be reported only in aggregate.

Q10
Multiple Choice

In the past 12 months, did you have an on-site energy assessment or survey for this project?

Q11
Long Text

Approximately when did your on-site energy assessment take place?

Q12
Long Text

The next questions ask about your completed installation. If your installation is not yet complete, please skip ahead.

Q13
Multiple Choice

Which rebate or incentive programs did you apply to? Select all that apply.

Q14
Long Text

On a scale of 0 to 10, how likely are you to recommend your installer to a friend or colleague?

Q15
Long Text

Based on your responses in this survey, is there anything else you would like to share about your home energy upgrade experience?

Q16
Long Text

What is your age?

Q17
Long Text

How would you rate the professionalism of the assessor during your site visit?

Q18
Long Text

How satisfied are you with the quality of workmanship of your installation?

Q19
Multiple Choice

What reason(s) were given for the denial of your rebate or incentive application? Select all that apply.

Q20
Multiple Choice

What is your gender?

Q21
Long Text

How would you rate the thoroughness of the energy assessment?

Q22
Long Text

How satisfied are you with the timeliness of your installation?

Q23
Long Text

Overall, how easy or difficult was the rebate or tax credit application process?

Q24
Long Text

What is your ZIP or postal code?

Q25
Long Text

How would you rate the clarity of the recommendations you received?

Q26
Long Text

How satisfied are you with the communication from your installer throughout the process?

Q27
Multiple Choice

What is the main reason you have not applied for rebates or incentives?

Q28
Long Text

What is the highest level of education you have completed?

Q29
Long Text

How would you rate the convenience of scheduling the site visit?

Q30
Long Text

How satisfied are you with the site cleanup after installation?

Q31
Long Text

What is your current employment status?

Q32
Long Text

What, if anything, could have improved your on-site assessment experience?

Q33
Long Text

Approximately how long was it from your on-site assessment to installation completion?

Q34
Long Text

The next questions are for those whose installation is not yet complete.

Q35
Multiple Choice

What are the main barriers to moving forward with your project? Select all that apply.

Q36
Long Text

How likely are you to proceed with this project in the next 3 months?

Q37
Multiple Choice

When do you expect your installation to be completed?

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.