Cheque Book Request Experience Survey
Measures how easy, fast, and reliable the cheque book request process is — from channel choice to delivery — for customers of a bank or credit union. An AI follow-up interview digs into the specific moment where the process felt slow or confusing, surfacing fixes that closed-ended ratings alone would miss.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
How did you request your most recent cheque book?
- Bank branch, in person
- Mobile banking app
- Internet/online banking
- Phone banking / call centre
- ATM
- Other
How easy was it to submit that request?
How long did it take from your request to receiving the cheque book?
- Same day
- 2-3 business days
- 4-7 business days
- More than a week
- I haven't received it yet
How satisfied were you with how the cheque book was delivered or made available for collection?
Why did you need a new cheque book? Select all that apply.
- Ran out of cheques
- Cheque book was lost or stolen
- Business or rent payments
- Legal, government, or formal requirement
- Kept as a backup payment method
- Other
Roughly how many cheques have you written in the last 3 months?
Rate your experience with the following parts of the cheque book request process.
- Instructions were clear about how to request one
- Staff or app support was helpful
- You were kept informed of the request status
- The cheque book arrived intact and secure
How likely are you to request another cheque book in the next 12 months rather than switch to a digital payment method?
Reconstruct exactly what happened during this respondent's cheque book request, focusing on any step they rated as slow, confusing, or unsatisfying. Ask them to walk through the moment things went wrong (or right) in their own words, what channel-specific friction they hit (branch queue, app error, unclear status), and what would have made the process feel effortless. If they say they no longer need cheque books at all, probe what would replace them completely.
What would most likely make you stop using cheque books altogether?
- Wider merchant/landlord acceptance of digital transfers
- Faster, simpler request process wouldn't change this
- Employer or counterpart requiring digital payment
- Nothing — I expect to keep using them
- Other
What is your age range?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
- Prefer not to say
How long have you been a customer with us? (Template note: replace 'us' with your institution's name before launching.)
- Less than 1 year
- 1-3 years
- 4-10 years
- More than 10 years
- Prefer not to say
That's everything — thank you for the detailed feedback! Your answers go directly to the team responsible for making cheque book requests faster and less of a hassle.
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 an AI follow-up interview that reconstructs exactly what happened during the respondent's cheque book request, surfacing the specific moment it felt slow or confusing rather than just a satisfaction score
- Combines closed-ended measures (channel used, time-to-delivery, satisfaction rating, a matrix rating each stage of the process) with open-ended AI probing for a fuller diagnostic picture
- Captures behavioral and attitudinal context beyond the transaction itself — reason for request, cheque usage frequency, likelihood to reorder vs. switch to digital payments, and what would make them abandon cheque books entirely
- Auto-generates a report from responses, with transparent prompts showing exactly what the AI asked and why
SurveySparrow
Cheque Book Request Form TemplateThis is a directly comparable, fielding-ready template covering the same core topic — requesting a cheque book from a bank or credit union. It appears structured as a straightforward request/feedback form rather than a diagnostic survey built to dig into where friction occurs. Good for quick data collection, but the page gives no indication of adaptive questioning or root-cause discovery.
What it does well
- Purpose-built template specifically for cheque book requests, so no setup from a generic form is needed
- Likely fast to deploy given SurveySparrow's conversational form format
- Fits within a broader banking/finance template library, suggesting some domain familiarity
Where it falls short
- No adaptive AI follow-up interview — respondents can't be probed further on where the process specifically broke down
- No indication of automated per-response quality scoring to flag low-effort or unreliable answers
- No transparent, publishable prompt methodology showing how deeper questions (if any) are generated
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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