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Product ROI Discovery & Value Quantification Survey

Captures the hard numbers behind the value customers get from your product — time saved, costs reduced, revenue gained — so you can build a credible ROI calculator or case study. An AI follow-up interview reconstructs exactly how a customer arrived at their biggest reported gain, turning a vague estimate into a defensible number.

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Sample questions

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

14 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to help us understand the real-world value you've gotten from (Replace with product name). We use this to build honest ROI estimates for other customers — about 6 minutes, and your specific numbers matter more than round ones.

Q02
Multiple ChoiceRequired

Which best describes how your team primarily uses (Replace with product name)?

  • To save staff time on a manual process
  • To reduce a direct cost (e.g., vendor spend, tooling)
  • To increase revenue or conversion
  • To reduce risk or errors
  • Other
Q03
NumberRequired

Roughly how many hours per week does your team now save compared to before (Replace with product name)? Enter 0 if none.

Q04
Number

Roughly what is the estimated annual dollar value of costs avoided or reduced because of (Replace with product name)? Enter 0 if none or unsure.

Q05
Opinion ScaleRequired

How confident are you in the accuracy of the estimates you just gave?

Scale: 1 – 5
Min:Rough guessMax:Very confident, based on real data
Q06
Point AllocationRequired

Thinking about the total value (Replace with product name) delivers, distribute 100 points across these drivers based on how much each contributes.

  • Time savings
  • Direct cost reduction
  • Revenue or conversion growth
  • Risk or error reduction
  • Other
Allocate 100 points
Q07
MatrixRequired

How much has (Replace with product name) changed each of the following since you started using it?

4 rows × 5 columns
  • Speed of getting work done
  • Quality or accuracy of output
  • Team stress or workload
  • Customer or stakeholder satisfaction
Columns: Much worse · Slightly worse · No change · Slightly better · Much better
Q08
Multiple ChoiceRequired

How long did it take before you first noticed a measurable return on your investment in (Replace with product name)?

  • Less than 1 month
  • 1-3 months
  • 4-6 months
  • 7-12 months
  • More than 12 months
  • Not yet
Q09
Rating ScaleRequired

Based on the return you've seen so far, how likely are you to renew or expand your use of (Replace with product name)?

Range: 1 – 5
Min:Very unlikelyMax:Very likely
Q10
AI Interview

Reconstruct exactly how the respondent arrived at their biggest reported gain (whether hours saved, dollars avoided, or revenue growth): what specifically changed in their workflow, how they'd defend that number if a finance team questioned it, and what has to stay true for the number to hold up over the next year. If they gave a low-confidence estimate, probe what data source would make them more confident, and if they said 'not yet' on payback, probe what's blocking it.

Q11
Short Text

In one sentence, how would you describe the value of (Replace with product name) to a colleague deciding whether to adopt it?

Q12
Multiple Choice

What is your organization's approximate size?

  • 1-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1,000 employees
  • 1,000+ employees
  • Prefer not to say
Q13
Multiple Choice

Which best describes your role in evaluating this investment's return?

  • Day-to-day user
  • Team lead or manager
  • Finance or procurement
  • Executive sponsor
  • Other
  • Prefer not to say
Q14
Message

That's everything — thank you! Your numbers help us build ROI estimates that reflect real customer experience rather than marketing math.

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.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Pairs quantitative numeric and matrix questions on time saved, costs reduced, and revenue gained with an AI follow-up interview that reconstructs exactly how the respondent arrived at their biggest reported gain, turning a vague estimate into a defensible number
  • Includes a confidence rating on the respondent's own estimates plus a constant-sum allocation question, giving you both the raw ROI figures and a sense of how much weight to put on them
  • Captures time-to-value (how long until a measurable return appeared) and renewal/expansion likelihood alongside role and company size, so ROI numbers can be segmented and validated by who is answering
  • Transparent, published prompts mean you can see exactly what the AI follow-up interview asked and why, so the reconstructed ROI story is auditable rather than a black box

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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