Q01
Message
All templates
Product Onboarding Friction & Activation Survey
Identifies where new users encounter friction during signup, setup, and first use, enabling product teams to diagnose activation blockers and optimize time-to-value.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
26 questions · ~11 min
Q02
Dropdown
When did you first create your account or start using this product?
- In the last 24 hours
- 2–3 days ago
- 4–7 days ago
- 8–14 days ago
- More than 14 days ago
- Not sure
Q03
Multiple Choice
Which of the following steps did you complete during your first sessions? Select all that apply.
- Created account
- Verified email or phone
- Viewed initial tutorial or walkthrough
- Set preferences
- Connected an integration
- Imported existing data
- Tried a core feature
- Invited a teammate
- None of these
Q04
Multiple Choice
At this point, has the product's core value become clear to you?
- Yes, the value is clear
- Not yet
- I'm not sure
Q05
Message
Thanks for your responses so far. Next, a few questions about support resources and your overall experience.
Q06
Long Text
If you could change one thing about the onboarding process, what would it be?
Q07
Dropdown
What is your age range?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q08
Message
Thank you for your time and feedback — your responses will directly help us improve the onboarding experience. You're all set!
Q09
Multiple Choice
Which device did you primarily use during onboarding?
- Desktop or laptop
- Mobile app
- Mobile web browser
- Tablet
- Multiple devices
Q10
Multiple Choice
Which of those steps, if any, did you find difficult or confusing? Select all that apply.
- Creating account
- Verifying email or phone
- Initial tutorial or walkthrough
- Setting preferences
- Connecting an integration
- Importing existing data
- Trying a core feature
- Inviting a teammate
- None — all steps were straightforward
Q11
Long Text
What specifically helped the product's value become clear to you? Please describe the moment or action.
Q12
Multiple Choice
Which, if any, help resources did you use during onboarding? Select all that apply.
- In-app tips or tooltips
- Onboarding emails
- Help center articles
- Live chat or support
- Video tutorials
- Community or forum
- None of these
Q13
AI Interview
We'd like to understand your onboarding experience in a bit more depth. Please share what has been most frustrating or confusing so far, and our interviewer will ask a couple of follow-up questions.
Q14
Dropdown
Which of the following best describes your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q15
Dropdown
Which best describes who you are onboarding this product for?
- Individual / personal use
- Freelancer / solo professional
- Small business team (2–50)
- Mid-size company team (51–500)
- Enterprise team (500+)
- Nonprofit or government
- Student / educator
- Other
Q16
Dropdown
Approximately how much total time have you spent on onboarding so far (across all sessions)?
- Less than 5 minutes
- 5–15 minutes
- 16–30 minutes
- 31–60 minutes
- More than 1 hour
- Not sure
Q17
Dropdown
Approximately how long after creating your account did the product's value become clear?
- Less than 5 minutes
- 5–15 minutes
- 16–30 minutes
- 31–60 minutes
- More than 1 hour
- More than a day
- Not sure
Q18
Opinion Scale
Overall, how much effort did onboarding require from you?
Scale: 1 – 7
Min:Very little effortMax:A great deal of effort
Q19
Long Text
Based on your responses in this survey, is there anything else you'd like to share about your onboarding experience?
Q20
Dropdown
In which region are you located?
- Africa
- Asia
- Europe
- North America
- South America
- Oceania
- Middle East
- Prefer not to say
Q21
Multiple Choice
At which step did you pause or get stuck?
- Creating an account
- Verifying email or phone
- Initial tutorial or walkthrough
- Setting preferences
- Connecting an integration
- Importing existing data
- Trying a core feature
- Inviting a teammate
- I'm not sure where I got stuck
Q22
Opinion Scale
How satisfied are you with the onboarding experience so far?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q23
Multiple Choice
What was the main reason you paused or stopped?
- Confusing instructions
- Too many steps
- Technical issue or bug
- Didn't have time
- Required payment earlier than expected
- Privacy or data concerns
- Missing integration or feature
- Other (please specify)
Q24
Opinion Scale
How confident are you that you could complete onboarding in your next session?
Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q25
Long Text
What would have helped make the product's value clearer to you?
Q26
Opinion Scale
How clear is the product's value to you at this point?
Scale: 1 – 7
Min:Not at all clearMax:Extremely clear
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 a dedicated AI follow-up interview question that adaptively probes deeper into a respondent's onboarding friction once they've already answered structured questions — something static form/survey tools can't replicate.
- Pairs quantitative measures (value clarity, confidence to finish onboarding, effort, satisfaction) with matched open-text questions, so teams get both the 'what' and the 'why' behind activation drop-off.
- Maps friction to specific moments: which steps were completed, which were confusing, where users paused, and how long it took for value to become clear — giving a step-by-step activation funnel, not just an overall score.
- Auto-generated reporting and transparent prompt visibility mean product teams can see exactly how the AI follow-up was asked and get a synthesized summary of blockers without manual coding of open-ends.
Jotform
Product Onboarding Form TemplateA ready-to-use drag-and-drop form template aimed at collecting onboarding-related information, built on Jotform's general form builder. It's fielding-ready but structured as a static form rather than an interview, so all questions are fixed in advance. Good for quick deployment and integration with Jotform's broader form ecosystem.
What it does well
- Easy to customize and deploy quickly using Jotform's drag-and-drop builder
- Integrates with Jotform's wider form/workflow ecosystem (notifications, integrations, storage)
- Familiar, low-friction format for respondents
Where it falls short
- No adaptive follow-up questioning — every respondent sees the same fixed question set regardless of their answers
- No voice AI interview option or automated per-response quality scoring
- No published methodology on how question logic or scoring (if any) works
Typeform
Product Onboarding Form TemplateA conversational-style, one-question-at-a-time template designed to feel more engaging than a traditional form. It supports basic logic jumps but the question set and branching are still authored in advance rather than generated dynamically from a respondent's answers. Solid for a clean respondent experience, less suited for deep root-cause diagnosis.
What it does well
- Polished, conversational UI that tends to improve completion rates
- Built-in logic/branching for routing respondents down different paths
- Well-known, easy for respondents to trust and complete
Where it falls short
- Logic jumps are pre-set, not adaptive AI probing — it can't generate a new follow-up question based on the specific wording of an open-text answer
- No voice AI interview mode or guided screen-share tasks
- No automated quality scoring of individual responses or transparent prompt documentation
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.