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Customer Profile & Information Accuracy Survey

Checks whether the information you hold on a customer — contact details, product usage, communication preferences — still matches reality, and surfaces which channels and message types they actually want. An AI follow-up interview digs into what's changed in their life or business that your records haven't caught up with yet. Ideal for CRM data hygiene and preference-center refreshes.

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Sample questions

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

12 questions · ~7 min
Q01
Message

Hi! We want to make sure the information we have on file for you is accurate and that we're reaching you the way you actually prefer. This will take about 7 minutes, and there are no wrong answers.

Q02
Multiple ChoiceRequired

Which of our products or services do you currently use?

  • (Replace with Product/Service A)
  • (Replace with Product/Service B)
  • (Replace with Product/Service C)
  • Not sure
Q03
Multiple ChoiceRequired

What's the best way for us to reach you with important updates?

  • Email
  • Text message
  • Phone call
  • Mobile app notification
  • Postal mail
Q04
Opinion ScaleRequired

How up to date do you think the information we have on file for you is right now?

Scale: 1 – 7
Min:Very outdatedMax:Completely current
Q05
MatrixRequired

For each type of information below, how confident are you that what we have on file is correct?

4 rows × 5 columns
  • Contact details (email, phone, address)
  • Billing or payment information
  • Product or service preferences
  • Communication opt-ins
Columns: Definitely correct · Probably correct · Not sure · Probably outdated · Definitely outdated
Q06
RankingRequired

Rank these types of messages from most to least valuable to you.

  1. Product or service updates
  2. Billing and account alerts
  3. New offers and promotions
  4. Educational or how-to content
  5. Company news
Drag to rank
Q07
Point AllocationRequired

If you had 100 points to split across these channels based on how you'd like to receive updates from us, how would you divide them?

  • Email
  • Text message
  • App notification
  • Phone call
  • Postal mail
Allocate 100 points
Q08
AI Interview

Explore what's changed in the respondent's life, household, or business (new address, role, budget, needs) since they last updated their information with us, and whether any of that has affected which products they use or how they want to be contacted. If they rated their information as outdated or flagged low confidence in any category on the matrix, ask specifically what's wrong and what the correct information should be. If they say everything is current, ask when they last actually checked.

Q09
Short Text

Is there anything else about your account or preferences you'd like us to know or update?

Q10
Multiple Choice

Which age range do you fall into?

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q11
Short Text

What region or postal code area are you located in? (Optional — helps us route local updates correctly)

Q12
Message

Thanks for helping us keep your information accurate! We'll use your answers to update our records and make sure you hear from us the way you actually want.

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.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Goes beyond static contact-detail collection with an opinion scale, matrix, ranking, and constant-sum question that reveal not just what's on file but how confident the customer is and which channels/message types they actually value.
  • Includes an AI follow-up interview that explores what's changed in the respondent's life, household, or business — surfacing the 'why' behind outdated records instead of just flagging that they're outdated.
  • Pairs structured data-hygiene questions (product usage, contact method, region/postal code) with open-ended short-text fields so respondents can flag anything the fixed fields miss.
  • Automated quality scoring and an auto-generated report mean the CRM/data team gets a synthesized read on data accuracy and channel preference, not just raw form exports.

Jotform

Customer Information Sheet Form Template

A straightforward, fielding-ready form for capturing basic customer contact details. It's built for quick data collection rather than diagnosing why existing records have drifted out of date. No mechanism to explore preference changes or probe respondents on ambiguous answers.

What it does well

  • Ready-to-use drag-and-drop template
  • Easy to customize fields for basic contact info
  • Part of a broad Jotform form library with free tier access

Where it falls short

  • Static field-based form with no adaptive follow-up questions
  • No mechanism to score response quality or confidence in data accuracy
  • No structured way to rank or weight channel/message preferences

SurveySparrow

Free Customer Information Form Template

A conversational-style form template offered online and in printable form, aimed at collecting standard customer details. It suits quick intake but isn't designed to surface preference trade-offs or dig into what's changed since the last update. Printable option suggests a generic-intake use case rather than a CRM refresh workflow.

What it does well

  • Conversational UI style that can feel more engaging than a plain form
  • Free tier availability
  • Printable option in addition to online delivery

Where it falls short

  • No adaptive or AI-driven follow-up to explore changed circumstances
  • No built-in ranking or point-allocation question types for channel preference
  • No automated quality scoring or synthesized reporting layer

Typeform

Customer Information Form

A polished, fielding-ready form for gathering customer contact and profile information, consistent with Typeform's conversational one-question-at-a-time style. It's well-suited to first-time data capture but has no built-in way to verify or update previously held information over time. No AI probing or voice interview option is available.

What it does well

  • Clean, conversational question flow
  • Free tier available for basic use
  • Established template library and design polish

Where it falls short

  • No adaptive AI follow-up interview to probe life/business changes
  • No matrix, ranking, or constant-sum question types evident for preference weighting
  • No automated per-response quality scoring or auto-generated insight report

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