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Free Customer Onboarding Feedback Survey

50+ Sample Onboarding Survey Questions

Measuring customer onboarding feedback with targeted customer onboarding feedback survey questions uncovers pain points, refines your onboarding experience, and boosts satisfaction from day one. A customer onboarding feedback survey is a concise set of post onboarding survey questions designed to capture real-time insights on every step of the journey - download our free template preloaded with sample onboarding experience survey questions, or head to our online form builder to craft custom questions that fit your unique needs.

I am satisfied with the overall onboarding process.
1
2
3
4
5
Strongly disagreeStrongly agree
The communication from our team during onboarding was clear and timely.
1
2
3
4
5
Strongly disagreeStrongly agree
The onboarding resources (e.g., guides, tutorials) provided were helpful.
1
2
3
4
5
Strongly disagreeStrongly agree
How easy was it to understand and use our product or service during onboarding?
Very easy
Somewhat easy
Neutral
Somewhat difficult
Very difficult
How likely are you to recommend our company to a friend or colleague based on your onboarding experience?
1
2
3
4
5
Not at all likelyExtremely likely
What did you find most valuable about the onboarding process?
What improvements would you suggest for our onboarding process?
How long have you been a customer?
Less than a month
1-3 months
4-6 months
More than 6 months
Which industry best describes your organization?
Technology
Finance
Healthcare
Education
Other
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Top Secrets for Crafting a Winning Customer Onboarding Feedback Survey

A customer onboarding feedback survey matters more than you might think. It's your first real touchpoint after a sign-up. Capturing honest impressions in those early days helps you fine-tune your flow. According to Typeform, structured feedback can boost retention and reduce churn.

Start with a blend of open-ended questions and ratings. For inspiration, check out Whatfix for sample onboarding survey questions. Ask "What do you value most about our onboarding process?" then follow with "How clear were the instructions you received during setup?" This mix of qualitative and quantitative insights reveals pain points and delights in equal measure.

Imagine a SaaS startup struggling with drop-offs at the tutorial stage. They ran a quick poll right after feature exploration and found users craved more video demos. With that intel, they updated their guide and saw adoption rise by 20%. Real-world scenarios like this show the power of timing and question design.

Keep your survey under 10 minutes and always test on a small group first. Schedule it after key milestones: post-login, after first transaction, or once the setup wizard completes. Tie these to your CRM so every answer automatically feeds into customer support. And don't forget to link your dashboard to an Onboarding Survey for instant insights that shape your next steps.

3D voxel art depicting online customer onboarding feedback surveys on a dark blue background.
3D voxel art depicting online surveys, symbolizing customer onboarding feedback, with a dark blue background.

5 Must-Know Tips to Dodge Common Onboarding Survey Pitfalls

Even the best customer onboarding feedback survey can fall flat if you skip the basics. A common mistake is asking too many questions. Limit your survey to 5 - 7 points that matter most. As SurveyMonkey recommends, testing clarity before sending saves you from lost responses.

Beware of leading or vague wording. Phrases like "Did you find the process somewhat okay?" confuse customers. Instead, try "Did you feel supported by our team during your first week?" or "Were there any roadblocks you didn't expect?". This direct style ensures clear, actionable answers.

Timing is another trap. Bombarding a new user with questions immediately after signup can backfire. Schedule follow-ups after key actions - they complete a webinar, integrate a feature, or close the setup wizard. In fact, Zonka Feedback notes that surveys sent at milestone points yield 2x higher completion rates.

Finally, don't ignore analysis. Raw data sits idle unless you have a process. Tag responses in your helpdesk, set up alerts for negative ratings, and share highlights in your weekly team huddle. Link this to your Customer Experience Survey dashboard so insights flow from day one. With these insider tips in hand, your next customer onboarding feedback survey will be leaner, smarter, and more impactful.

Customer Onboarding Feedback Survey Questions

Gather detailed feedback from customers right after they complete onboarding to identify areas for improvement and celebrate successes. This set of questions helps you understand perceptions of process clarity, resource usefulness, and overall satisfaction. For more examples, see our Onboarding Survey .

  1. How clear was the information provided during the onboarding process?

    This question checks whether instructions and documentation were understandable, reducing confusion and support tickets.

  2. Did the training sessions meet your expectations?

    Understanding if the format and depth of training match customer needs helps refine future sessions.

  3. How useful were the onboarding resources (guides, videos, FAQs)?

    Identifies which materials customers find most helpful so you can optimize content offerings.

  4. Was the onboarding timeline reasonable?

    Assesses whether customers feel rushed or delayed, supporting better scheduling in the future.

  5. How responsive was the support team to your questions?

    Measures timeliness and quality of support, key factors in overall satisfaction.

  6. Did you encounter any technical issues during setup?

    Pinpoints technical hurdles that may deter new customers from continuing.

  7. How confident do you feel using our product after onboarding?

    Ensures customers feel prepared and reduces the likelihood of churn.

  8. What was the most valuable part of the onboarding experience?

    Highlights strengths so you can reinforce best practices across the program.

  9. What could we improve in our onboarding process?

    Collects actionable suggestions for enhancing future customer journeys.

  10. Would you recommend our onboarding process to others?

    Gauges net promoter sentiment specifically for onboarding, informing advocacy strategies.

Onboarding Satisfaction Survey Questions

This category focuses on overall satisfaction levels with the onboarding journey, from first touch to product adoption. By measuring satisfaction, you can benchmark improvements and tailor support resources more effectively.

  1. On a scale from 1 to 10, how satisfied are you with the onboarding experience?

    Provides a quantifiable metric to track changes in satisfaction over time.

  2. How well did the onboarding meet your initial goals?

    Ensures alignment between customer expectations and delivered outcomes.

  3. How easy was it to schedule your onboarding sessions?

    Assesses scheduling flexibility, a critical convenience factor for customers.

  4. Rate the professionalism of your onboarding specialist.

    Helps identify training opportunities for staff to improve customer interactions.

  5. How satisfied are you with the pace of the onboarding?

    Balancing speed and thoroughness is key to customer comfort and retention.

  6. Did you feel supported throughout the onboarding process?

    Measures perceived support levels, crucial for fostering trust and loyalty.

  7. How satisfied are you with our communication frequency?

    Ensures updates and check-ins occur at an optimal cadence for customers.

  8. How well do our onboarding tools integrate with your workflow?

    Evaluates tool compatibility and user experience within customers' environments.

  9. How likely are you to continue using our product after onboarding?

    Predicts long-term engagement based on initial satisfaction.

  10. Any additional comments on your satisfaction level?

    Collects open-ended insights for nuanced feedback and improvement ideas.

Post Onboarding Survey Questions

These questions are designed to check in after a few weeks to see how the onboarding sticks and what challenges may have arisen. This survey helps identify ongoing support needs and potential dropout risks.

  1. How comfortable are you with our product two weeks post-onboarding?

    Measures retention of knowledge and practical comfort with features.

  2. Have you needed additional support since onboarding?

    Reveals if customers require follow-up resources or refresher training.

  3. How frequently do you use our product since onboarding?

    Tracks engagement trends to inform success strategies.

  4. Did any new challenges arise after initial setup?

    Helps catch issues that only surface during regular use.

  5. How well do our features meet your evolving needs?

    Assesses product relevance as customers settle into workflows.

  6. Are there any gaps in your knowledge about advanced features?

    Targets opportunities for advanced tutorials or workshops.

  7. Have you recommended our product to colleagues?

    Measures referral potential and customer advocacy.

  8. What resources would help you succeed going forward?

    Identifies high-value content for post-onboarding support.

  9. How likely are you to renew or upgrade your plan?

    Forecasts customer lifetime value and retention likelihood.

  10. Any final feedback on your onboarding journey?

    Provides space for additional observations and suggestions.

Pre Onboarding Survey Questions

Use these questions before formal onboarding to set expectations and tailor the process to customer needs. This preparatory survey ensures you gather relevant background, skill levels, and goals.

  1. What are your primary goals for using our product?

    Aligns the onboarding roadmap with customer objectives.

  2. What is your current level of familiarity with similar tools?

    Determines starting point to customize training depth.

  3. Which team members will participate in onboarding?

    Ensures all stakeholders are included in schedules and communications.

  4. Are there any specific features you want to focus on?

    Prioritizes training content to maximize early value.

  5. What is your preferred learning style (video, documentation, live training)?

    Delivers content in formats that resonate most effectively.

  6. Do you have any concerns about onboarding timelines?

    Addresses potential scheduling conflicts before they become issues.

  7. What internal systems should we integrate with?

    Prepares technical teams for seamless setup and data flow.

  8. How often would you like progress check-ins?

    Balances support frequency with autonomy for customers.

  9. Do you require any accessibility accommodations?

    Ensures inclusive practices and compliance with standards.

  10. Any additional expectations or requests?

    Captures unique needs to further personalize the experience.

Remote Onboarding Survey Questions

Tailored for customers who onboard virtually, these questions help assess the effectiveness of remote training and resources. Use this set to enhance digital delivery and engagement.

  1. How effective was the virtual communication during onboarding?

    Evaluates video calls, chat, and email efficiency in a remote setting.

  2. Did you encounter any connectivity or technical issues?

    Identifies remote environment challenges that impact learning.

  3. How engaging were our online training materials?

    Measures content interactivity and relevance for remote users.

  4. Did you feel connected to your onboarding specialist?

    Assesses relationship-building in a digital format.

  5. Was the virtual schedule flexible enough for your time zone?

    Ensures global customers can participate without conflict.

  6. How adequate were remote support channels (chat, email, phone)?

    Checks responsiveness and convenience of support in remote scenarios.

  7. Did you find our online collaboration tools easy to use?

    Validates tool selection and setup instructions for remote work.

  8. How clear were the remote troubleshooting guidelines?

    Ensures customers can resolve minor issues independently.

  9. How satisfied are you with virtual follow-up sessions?

    Measures the value of remote check-ins for ongoing success.

  10. Any suggestions to improve our remote onboarding?

    Collects ideas to refine virtual processes and materials.

Onboarding Evaluation Survey Questions

These evaluation questions help you measure the overall effectiveness of your onboarding program and identify areas for strategic improvement. Use insights to benchmark progress and optimize workflows.

  1. To what extent did onboarding shorten your time to value?

    Assesses efficiency improvements and ROI for customers.

  2. How well did we meet the success criteria defined initially?

    Measures outcome alignment against pre-set goals.

  3. What rate your onboarding process' efficiency?

    Quantifies process speed and resource utilization.

  4. How effective were knowledge assessments during onboarding?

    Checks learning retention and identifies gaps early.

  5. Did onboarding drive adoption of key features?

    Verifies that customers engage with high-impact capabilities.

  6. How scalable do you find our onboarding for larger teams?

    Evaluates program flexibility as customer organizations grow.

  7. Rate the alignment between onboarding content and your use case.

    Ensures customization meets diverse customer scenarios.

  8. How well does our onboarding process support your long-term goals?

    Validates strategic fit and future readiness.

  9. How effective is our onboarding feedback loop?

    Assesses if customer suggestions translate into actionable improvements.

  10. Would you participate in a future onboarding refresher?

    Measures interest in ongoing education to boost engagement.

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