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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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Product ROI Discovery & Value Quantification Survey
Thanks for taking a few minutes to help us understand the real-world value you've gotten from our product. Your responses are completely confidential and anonymized. We use this to build honest ROI estimates for other customers — about 6 minutes, and your specific numbers matter more than round ones.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q01
Multiple ChoiceRequired
Which best describes how your team primarily uses our product?
- 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
Q02
NumberRequired
Roughly how many hours per week does your team now save compared to before using our product? Enter 0 if none.
Q03
Number
Roughly what is the estimated annual dollar value of costs avoided or reduced because of our product? Enter 0 if none or unsure.
Q04
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
Q05
Point AllocationRequired
Thinking about the total value our product 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
Q06
MatrixRequired
How much has our product 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
Q07
Multiple ChoiceRequired
How long did it take before you first noticed a measurable return on your investment in our product?
- Less than 1 month
- 1-3 months
- 4-6 months
- 7-12 months
- More than 12 months
- Not yet
Q08
Rating ScaleRequired
Based on the return you've seen so far, how likely are you to renew or expand your use of our product?
Range: 1 – 5
Min:Very unlikelyMax:Very likely
Q09
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.
Q10
Short Text
In one sentence, how would you describe the value of our product to a colleague deciding whether to adopt it?
Q11
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
Q12
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
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
Frequently asked questions
What questions are in the “Product ROI Discovery & Value Quantification Survey” template?
The template includes 12 ready-to-use questions, starting with: “Which best describes how your team primarily uses our product?” · “Roughly how many hours per week does your team now save compared to before using our product? Enter 0 if none.” · “Roughly what is the estimated annual dollar value of costs avoided or reduced because of our product? Enter 0 if none or…”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 12 questions in about 7 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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