Q01
Message
All templates
Setup Wizard Onboarding UX Evaluation
Measures onboarding friction, confusion points, and drop-off drivers in your product's setup wizard. Designed for first-time and recent users to surface specific UX blockers and improvement opportunities.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
21 questions · ~10 min
Q02
Multiple Choice
In the past 7 days, have you used the setup wizard?
- Yes
- No
- Not sure
Q03
Multiple Choice
What best describes why you haven't used the setup wizard recently?
- Couldn't find the wizard
- Didn't need it for my task
- I prefer manual setup
- Not enough time
- Waiting on access or permissions
- Other
Q04
Multiple Choice
How did you launch the setup wizard?
- Prompt after sign-up
- Settings or preferences
- Link from email or docs
- In-product banner or task list
- Other
Q05
Dropdown
In your most recent attempt, how far did you get in the setup wizard?
- Account creation/login
- Workspace or project setup
- Permissions and roles
- Data import or upload
- Connecting integrations
- Configuration settings
- Billing or plan selection
- Final review/confirmation
- Completed all steps
- I don't remember
Q06
Multiple Choice
What led you to pause or stop? (Select all that apply)
- Unclear instructions
- Terminology I didn't understand
- Errors or validation failures
- Couldn't find required information
- Too many steps
- Took too much time
- Privacy or security concerns
- Lacked necessary permissions or access
- Technical limitations (device/browser)
- Was interrupted or distracted
- I completed the wizard without stopping
- Other
Q07
Opinion Scale
Overall, how clear was the setup wizard?
Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q08
AI Interview
We'd like to explore your setup wizard experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.
Q09
Long Text
Based on your responses in this survey, is there anything else you'd like to share about your setup wizard experience?
Q10
Multiple Choice
Which of the following best describes your role?
- Engineer/Developer
- Product Manager
- Designer/UX
- Data/Analytics
- IT/Admin
- Operations
- Executive/Founder
- Customer Support/Success
- Student
- Other
Q11
Message
All set — thank you for helping us improve the setup experience! Your feedback is greatly appreciated.
Q12
Opinion Scale
How likely are you to try the setup wizard in the next 7 days?
Scale: 1 – 7
Min:Very unlikelyMax:Very likely
Q13
Multiple Choice
On which platform(s) did you use the setup wizard? (Select all that apply)
- Browser on desktop/laptop
- Browser on mobile
- Windows app
- macOS app
- Linux app
- iOS app
- Android app
- Other
Q14
Multiple Choice
Which parts of the setup wizard were confusing or unclear? (Select all that apply)
- Finding where to start
- Choosing the right options
- Understanding permissions
- Connecting integrations
- Importing or mapping data
- Error messages or validation
- Terminology or jargon
- Navigation between steps
- Saving or resuming progress
- None — everything was clear
Q15
Opinion Scale
How easy was it to complete the setup wizard from start to finish?
Scale: 1 – 7
Min:Very difficultMax:Very easy
Q16
Dropdown
Approximately how long have you been using our product?
- First time
- Less than 1 month
- 1–6 months
- 6–12 months
- 1–2 years
- More than 2 years
Q17
Long Text
What, if anything, would make you more likely to try the setup wizard?
Q18
Long Text
Please briefly describe what blocked or confused you during the setup wizard.
Q19
Long Text
What, if anything, worked smoothly or better than expected during the setup wizard?
Q20
Dropdown
Approximately how many people are in your organization?
- Just me
- 2–10
- 11–50
- 51–200
- 201–1,000
- 1,001+
Q21
Dropdown
Where are you primarily located?
- North America
- Europe
- Latin America
- Asia
- Africa
- Oceania
- Prefer not to say
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
- Includes screening logic (recent usage + reason for non-use) so the survey adapts to whether someone completed, abandoned, or never tried the wizard
- Pinpoints the exact drop-off step with a dedicated 'how far did you get' dropdown paired with multiple-choice questions on what caused the pause and what was confusing
- Combines opinion-scale ratings on clarity and completion ease with open-text questions on blockers and what worked well, for both quantifiable and qualitative signal
- Adds an AI follow-up interview to probe deeper into individual respondents' onboarding confusion in their own words, then auto-generates a report from the results
Jotform
Product Onboarding Form TemplateA static, drag-and-drop form template for collecting general onboarding feedback rather than a research instrument built to isolate setup-wizard drop-off points. It's fielding-ready out of the box and easy to customize within Jotform's broader form ecosystem. Best suited for simple feedback collection, not diagnostic UX research.
What it does well
- Easy drag-and-drop customization
- Free tier available for quick deployment
- Integrates with Jotform's wider workflow/automation tools
Where it falls short
- Static question set with no adaptive follow-up probing
- No automated per-response quality scoring
- No voice AI interview option or auto-generated analysis report
Typeform
Product Onboarding Form TemplateA conversational, one-question-at-a-time onboarding form template known for polished respondent experience and branching logic. It's ready to field but relies on pre-set logic jumps rather than dynamic AI-driven questioning. Good for general onboarding sentiment, less tailored to diagnosing specific setup-wizard friction points.
What it does well
- Strong conversational UI and completion-friendly design
- Conditional logic for branching paths
- Easy to launch and share
Where it falls short
- No adaptive AI interviewing — logic is fixed at design time
- No automated quality scoring of open-text responses
- No voice AI interview mode or auto-generated diagnostic report
QuestionPro
Product Evaluation Survey Template and Sample QuestionnaireThis is a general product evaluation template/questionnaire guide, not one specifically designed around setup-wizard onboarding friction, so its questions would need substantial customization for this use case. QuestionPro's platform offers enterprise-grade analytics and research tooling. It's a broader survey research suite rather than a purpose-built onboarding UX instrument.
What it does well
- Enterprise survey research platform with advanced analytics/cross-tab features
- Sample questionnaire provides a customizable starting point
- Supports broader product research beyond onboarding
Where it falls short
- Not purpose-built for setup-wizard/onboarding drop-off diagnosis
- Static questionnaire with no adaptive AI follow-up
- No published prompt-level methodology or auto-generated qualitative report
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.