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Employee & HR

New-User Signup & Onboarding Friction Survey

Diagnoses where and why new users stall during signup and onboarding. Use with recent signups to identify friction points, missing trust signals, and time-to-value barriers that suppress activation.

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New-User Signup & Onboarding Friction Survey

Welcome! We're conducting a short survey to understand your recent sign-up and onboarding experience. This should take approximately 5–7 minutes. Your participation is completely voluntary—you may stop at any time. There are no right or wrong answers; we're interested in your honest opinions. All responses are confidential and will be reported in aggregate to improve the onboarding experience. Please click 'Next' to begin.

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Sample questions

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

17 questions · ~9 min
Message

Welcome! We're conducting a short survey to understand your recent sign-up and onboarding experience. This should take approximately 5–7 minutes. Your participation is completely voluntary—you may stop at any time. There are no right or wrong answers; we're interested in your honest opinions. All responses are confidential and will be reported in aggregate to improve the onboarding experience. Please click 'Next' to begin.

Q01
Multiple Choice

What was your primary goal right after signing up?

  • Explore the product
  • Complete a specific task
  • Evaluate for my team or company
  • Connect an integration or data source
  • Compare with another tool
  • Just browsing
  • Other (please specify)
Q02
Dropdown

When did you first log in after signing up?

  • Immediately
  • Within 24 hours
  • 2–3 days later
  • 4–7 days later
  • More than a week later
Q03
Dropdown

What was the last onboarding step you completed?

  • Created an account
  • Confirmed email
  • Completed profile or setup
  • Connected data or imported a sample
  • Tried a core feature
  • Invited a teammate
  • Upgraded or paid
  • I'm not sure
Q04
Multiple Choice

If you paused or stopped during setup, what were the main reasons? Select all that apply.

  • I couldn't find the next step
  • Instructions were unclear
  • Too many fields to fill
  • Technical error or bug
  • Waiting on approvals or access
  • Unclear value or ROI
  • Security or privacy concerns
  • Needed examples or templates first
  • Price or plan questions
  • No time at that moment
  • I did not pause or stop
  • Other (please specify)
Q05
Opinion Scale

After your most recent step, how confident were you about what to do next?

Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q06
Opinion Scale

Overall, how clear were the next steps throughout the setup process?

Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
Q07
Opinion Scale

How well did the product match what you expected based on the website or marketing?

Scale: 1 – 7
Min:Did not match at allMax:Matched perfectly
Q08
Multiple Choice

Which of the following proof or reassurance elements did you notice during sign-up or your first session? Select all that apply.

  • Customer logos
  • Short demo or GIF
  • Templates or sample projects
  • Testimonials or reviews
  • Security badges or certifications
  • Usage metrics (e.g., number of users, tasks completed)
  • Case study link
  • Free trial details or guarantee
  • None of these
Q09
Long Text

What specific proof or reassurance, if any, would have helped you continue with more confidence?

Q10
Dropdown

Approximately how long did it take before you felt the product was useful in your first session?

  • Under 2 minutes
  • 2–5 minutes
  • 6–15 minutes
  • 16–30 minutes
  • More than 30 minutes
  • I haven't felt it was useful yet
Q11
Ranking

Which types of help would have moved you forward fastest? Rank your top three.

  1. Step-by-step checklist
  2. Short video (1–2 min)
  3. Pre-filled sample data
  4. Interactive product tour
  5. Live chat support
  6. Tooltips on each field
Drag to rank
Q12
Long Text

What almost made you give up, if anything?

Q13
AI Interview

We'd love to learn more about your onboarding experience. Our AI moderator will ask a couple of follow-up questions based on your earlier responses.

Q14
Long Text

Based on your responses in this survey, is there anything else you'd like to share about your onboarding experience?

Q15
Dropdown

Which of the following best describes your role?

  • Individual contributor
  • Manager
  • Executive / Founder
  • Consultant / Contractor
  • Student
  • Other
Q16
Dropdown

Approximately how many employees are at your organization?

  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001–5,000
  • 5,001+
Q17
Dropdown

Which industry are you primarily in?

  • Software / Technology
  • Professional services
  • Education
  • Healthcare
  • Finance
  • Retail / E-commerce
  • Manufacturing
  • Nonprofit / Public sector
  • Other
Message

Thank you for your time! Your feedback will directly help us make the onboarding experience clearer and faster.

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

  • Combines structured questions (multiple choice, dropdown, opinion scale, ranking) with an AI follow-up interview that adaptively probes into why users stalled, not just where
  • Includes a dedicated proof/reassurance question set plus an open-text prompt asking specifically what proof would have helped continuation, directly targeting missing trust signals
  • Captures time-to-value via a dedicated 'how long until useful' dropdown alongside confidence and clarity opinion scales at each step, isolating activation barriers
  • Segments respondents by role, company size, and industry so friction patterns can be analyzed by persona rather than treated as one-size-fits-all

Frequently asked questions

What questions are in the “New-User Signup & Onboarding Friction Survey” template?

The template includes 17 ready-to-use questions, starting with: “What was your primary goal right after signing up?” · “When did you first log in after signing up?” · “What was the last onboarding step you completed?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 17 questions in about 9 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

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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