Sign UpLogin With Facebook
Sign UpLogin With Google

Free ROI Survey

50+ Expert Crafted ROI Survey Questions

Measuring ROI ensures you're investing wisely and capturing the true value of your efforts - so you can make confident, data-driven decisions. An ROI survey is a simple questionnaire that quantifies the costs and benefits of your projects or campaigns, giving you clear insights into what drives your bottom line. Grab our free template, preloaded with example questions, or head over to our online form builder to create a customized survey that perfectly fits your needs.

Which best describes your role in ROI evaluation within your organization?
Executive/Decision Maker
Finance/Accounting
Operations/Project Manager
Marketing/Sales
Other
How long has your organization used the solution for which you are evaluating ROI?
Less than 6 months
6 to 12 months
1 to 2 years
More than 2 years
The solution has delivered measurable ROI to our organization.
1
2
3
4
5
Strongly disagreeStrongly agree
The solution has significantly reduced our operational costs.
1
2
3
4
5
Strongly disagreeStrongly agree
Which areas have experienced the greatest positive impact from the solution?
Revenue growth
Cost savings
Productivity improvements
Customer satisfaction
Other
How quickly did you observe noticeable ROI after implementation?
Less than 3 months
3 to 6 months
6 to 12 months
More than 12 months
What metrics or data do you regularly track to assess ROI?
What improvements or additional features would help increase ROI in the future?
Which industry best describes your organization?
Technology
Finance
Healthcare
Education
Manufacturing
Other
What is the size of your organization?
1 to 50 employees
51 to 200 employees
201 to 500 employees
501 to 1000 employees
More than 1000 employees
{"name":"Which best describes your role in ROI evaluation within your organization?", "url":"https://www.poll-maker.com/QPREVIEW","txt":"Which best describes your role in ROI evaluation within your organization?, How long has your organization used the solution for which you are evaluating ROI?, The solution has delivered measurable ROI to our organization.","img":"https://www.poll-maker.com/3012/images/ogquiz.png"}

Trusted by 5000+ Brands

Logos of Poll Maker Customers

Top Secrets to Designing an ROI Survey That Converts

Embedding an ROI survey early in your project gives you clear insight into value at every step. You'll gather data that resonates with stakeholders and drives budget approvals. A solid ROI survey also shows you where to channel resources for maximum impact. Plus, adding a simple poll feature cuts setup time in half.

Assigning real monetary values sounds tough, but it's not. According to the University of Florida's IFAS EDIS, mapping outcomes to dollar figures boosts accuracy in program planning (Estimating Return on Investment (ROI) for a Behavior Change). You'll also streamline communication when you speak numbers, not theory.

Start by defining your ROI formula and listing key metrics. For a solid primer on ROI basics, see the Return on Investment entry on Wikipedia. Use that framework to craft questions that tie directly to revenue, cost savings or efficiency gains.

Imagine a tech startup rolling out a new training module. They asked "What do you value most about our solution's ROI?" and "How much time savings do you attribute to our training program?" The answers highlighted quick wins and under-the-hood cost drivers, guiding a targeted rollout next quarter.

Ready to level up? Pair these insights with an Effectiveness Survey for a 360° picture of impact. When you follow these top secrets, your ROI survey becomes an essential tool for smart decisions.

Illustration showcasing the crafting of perfect Risk Management survey questions.
Graphical illustration highlighting key topics in Risk Management survey questions

5 Must-Know Tips to Avoid Common ROI Survey Mistakes

Rushing your ROI survey can leave gaping holes in your data. Too many skip pilot tests and launch blind. That approach skews results and hurts credibility. Start by testing questions on a small focus group to refine wording and flow.

Picking vague objectives is another frequent misstep. Be crystal clear on what you want to measure - profit lift, time saved or customer satisfaction. As Qlarity Access explains, aligning study goals with business needs drives actionable results. Define metrics up front to keep your survey on track.

Watch out for sample size and bias issues. Too few responses or an unrepresentative group undermines your findings. Randomize question order and invite a broad audience for balance. Small tweaks here can vastly improve data reliability.

Ignoring error margins kills confidence in your ROI numbers. A recent analysis from arXiv highlights how to estimate uncertainties in ROI calculations. Incorporate these checks to tolerate a reasonable error range and maintain trust with stakeholders.

Finally, don't view your survey as a one-off. Iterate on questions, test new hypotheses and compare against benchmarks. Link this effort with your ongoing Feedback Survey to track progress over time. That way, you turn lessons learned into measurable gains.

Financial Performance Questions

Our Financial Performance Questions focus on quantifying monetary gains and conducting cost-benefit analyses to optimize budget allocation and forecast future returns. These insights help you make data-driven decisions and enhance overall profitability in your Industry Survey .

  1. What was the initial investment amount for the project?

    Knowing the baseline spend allows calculation of ROI and benchmarking against project outcomes. It also establishes a starting point for comparing multiple initiatives.

  2. What is the total revenue generated attributable to this investment over the past year?

    Revenue data is critical for determining gross ROI and evaluating financial success. It highlights the top-line impact of your investment.

  3. How much cost savings have been realized since implementing the project?

    Cost savings provide insight into operational efficiencies and additional ROI components. They demonstrate areas where expenses have decreased due to the investment.

  4. What was the payback period for your initial investment?

    Understanding the timeframe for recouping costs helps gauge investment viability. It guides planning for future projects and cash flow management.

  5. What percentage increase in profit margins resulted from this investment?

    Profit margin improvements reflect the net benefit of your investment. They show how effectively revenue gains translate into bottom-line growth.

  6. Have you tracked net present value (NPV) for this project?

    NPV analysis offers a discounted cash flow perspective on long-term ROI. It accounts for the time value of money in profitability assessments.

  7. What internal rate of return (IRR) did you achieve?

    IRR benchmarks the efficiency of investments relative to cost of capital. It helps compare competing projects on a percentage basis.

  8. How have operational costs changed since project implementation?

    Evaluating cost fluctuations helps isolate direct ROI contributions. It identifies whether savings or overspending occurred due to the investment.

  9. What is your expected long-term ROI over the next three years?

    Forecasting future returns supports strategic planning and resource allocation. It anticipates sustained benefits and potential risks over time.

  10. How do actual returns compare to your pre-investment projections?

    Comparing forecasts to outcomes identifies gaps in planning and execution. It highlights areas for improving estimation accuracy.

Customer Impact Questions

The Customer Impact Questions measure how your investment influences satisfaction, retention, and loyalty. Use responses from your Feedback Survey to refine offerings and drive higher customer lifetime value.

  1. How has customer satisfaction changed since implementing this investment?

    Tracking satisfaction shifts reveals whether the investment met user expectations. It informs service improvements and customer engagement strategies.

  2. What percentage of customers have returned or renewed services post-investment?

    Renewal rates indicate loyalty and perceived value over time. They reflect the project's long-term impact on retention.

  3. How has your Net Promoter Score (NPS) fluctuated after deployment?

    NPS measures word-of-mouth potential by gauging customer recommendations. It serves as a proxy for future growth and brand advocacy.

  4. What is the average customer lifetime value before and after the project?

    Comparing lifetime value highlights revenue gains attributable to improved loyalty. It helps quantify the financial impact of better customer experiences.

  5. How many customer support tickets have increased or decreased due to the investment?

    Support ticket trends reveal whether the investment reduced friction points. They inform training needs and process adjustments.

  6. Have you observed changes in customer churn rate since adoption?

    Churn rate indicates how many customers discontinue service over time. It shows if the investment strengthened retention.

  7. What feedback themes have the highest frequency in customer reviews?

    Identifying common feedback themes targets areas for continuous improvement. It connects qualitative insights with ROI metrics.

  8. How has average response time to customer inquiries changed?

    Response times affect satisfaction and perception of service quality. Faster replies can lead to higher retention and referrals.

  9. What improvements in customer endorsements or referrals can you attribute to this investment?

    Referral data demonstrates organic growth driven by satisfied customers. It helps calculate the cost savings from word-of-mouth marketing.

  10. How satisfied are customers with new features enabled by the investment?

    Feature-specific satisfaction highlights which enhancements deliver the greatest value. It guides future development priorities.

Operational Efficiency Questions

These Operational Efficiency Questions focus on measuring the impact of your investment on process speed, resource utilization, and workflow optimization. Collecting this data via your Overall Satisfaction Survey helps identify bottlenecks and improve operational performance.

  1. How has the average process cycle time changed since implementation?

    Cycle time comparisons show whether workflows have accelerated. They pinpoint stages where efficiency gains occurred.

  2. What percentage improvement in resource utilization have you recorded?

    Resource utilization metrics reveal how effectively assets are deployed. They indicate reductions in waste and idle time.

  3. How many manual tasks have been automated due to this investment?

    Automation counts measure shifts from manual to streamlined processes. They reflect labor cost savings and error reduction.

  4. What reduction in error rates have you observed post-deployment?

    Error rate decreases improve product quality and customer trust. They translate into lower rework and warranty expenses.

  5. How has employee productivity per hour shifted since the project began?

    Productivity metrics show if staff output increased with new tools. They help calculate labor efficiency gains.

  6. What changes have occurred in the time to complete standard operating procedures?

    Timing comparisons show if processes are more consistent and predictable. They support continuous improvement initiatives.

  7. How many projects are now delivered on or ahead of schedule versus before?

    Delivery timeliness reflects planning accuracy and resource coordination. Early completions can reduce holding costs.

  8. How has system downtime or unplanned interruptions changed?

    Downtime metrics impact reliability and customer trust. Reduced interruptions lower maintenance costs and operational risk.

  9. What percentage of tasks are completed without external support?

    Self-sufficiency rates show internal capability growth. They reduce dependency on third-party vendors and consultants.

  10. How satisfied are your teams with the new operational workflows?

    Employee satisfaction indicates how smoothly changes were adopted. It correlates with sustained efficiency improvements.

Market Reach Questions

Market Reach Questions evaluate how your investment extends brand awareness, customer segments, and market penetration. Use these insights in your Effectiveness Survey to inform marketing strategies and growth plans.

  1. What percentage increase in website traffic can be traced to this investment?

    Website traffic growth signals effective outreach and visibility. It helps attribute digital engagement to specific initiatives.

  2. How has social media engagement (likes, shares, comments) evolved since implementation?

    Social metrics indicate brand resonance and audience interest. They support adjustments in content and platform selection.

  3. What growth in new market segments have you identified post-investment?

    Segment expansion shows the investment's ability to reach untapped audiences. It informs targeting and messaging strategies.

  4. How many leads or inquiries resulted directly from the project activities?

    Lead counts link campaign efforts to pipeline development. They provide a basis for calculating cost per lead.

  5. What is the average cost per acquisition before and after the investment?

    Comparing acquisition costs highlights marketing efficiency gains. It directs budget allocation toward high-performing channels.

  6. How has brand recognition improved based on market research?

    Recognition increases reflect successful awareness campaigns. They correlate with consumer preference and trust.

  7. What change has there been in your share of voice compared to competitors?

    Share of voice measures relative prominence in the marketplace. It guides competitive positioning and messaging adjustments.

  8. How many partnerships or collaborations were initiated due to this investment?

    Partnership counts reveal network growth and co-marketing opportunities. They often lead to shared resources and expanded reach.

  9. What geographic regions have shown the highest growth since deployment?

    Regional performance highlights where efforts resonate most. It supports decisions on market prioritization and localization.

  10. How effective has your investment been in attracting untapped customer demographics?

    Demographic insights show diversity in your outreach success. They help tailor products and messaging to new audiences.

Productivity Improvement Questions

Productivity Improvement Questions assess how your investment drives workforce effectiveness, collaboration, and time savings. Integrate findings from your Tool Survey to enhance productivity tools and workflows.

  1. How much time per task has been saved through new tools or processes?

    Time savings quantify immediate efficiency gains. They highlight areas where automation or training had biggest impact.

  2. What percentage improvement in output per employee have you experienced?

    Output metrics link individual performance to investment benefits. They indicate where capacity has increased.

  3. How has cross-department collaboration changed since the project started?

    Collaboration improvements reduce silos and accelerate project delivery. They foster knowledge sharing and innovation.

  4. What reduction in meeting durations can be attributed to the investment?

    Shorter meetings free up time for core tasks and decision-making. They reflect better agenda control and focus.

  5. How many hours per week are employees now dedicating to high-value activities?

    Shifting focus to strategic work boosts overall organizational impact. It underscores the opportunity cost of inefficient tasks.

  6. What improvements in task completion rates have you seen?

    Completion rates show how reliably work moves through the pipeline. They reveal productivity bottlenecks and successes.

  7. How satisfied are employees with the new productivity tools?

    Employee satisfaction predicts sustained usage and ROI longevity. It identifies areas for additional support or training.

  8. What changes in project turnaround times have been observed?

    Faster turnaround demonstrates improved project management and resource allocation. It reduces time-to-market for new initiatives.

  9. How has document or information retrieval speed improved?

    Quick access to information lowers delays and dependence on experts. It empowers teams to work more autonomously.

  10. What percentage decrease in administrative overhead has resulted from the investment?

    Overhead reductions free up budget and staff for value-added activities. They highlight process streamlining successes.

FAQ

What are the key components to calculate ROI?

ROI calculation typically includes net profit and total cost. Use metrics like revenue gained minus investment cost, divided by cost, expressed as a percentage. A robust ROI survey template can include example questions on revenue impact, cost breakdown, and time frame to automate free survey reporting and benchmark ROI performance.

How do you measure the success of your digital marketing campaigns?

Measure digital marketing campaign success by tracking key performance indicators (KPIs) like conversion rate, ROI, customer acquisition cost, and engagement metrics. Use a survey template with example questions to collect feedback on channel effectiveness. A free survey tool can gather qualitative insights, then compare results against benchmarks for data-driven optimization.

What challenges have you faced when implementing digital marketing strategies?

Common challenges in implementing digital marketing strategies include budget constraints, identifying target segments, data integration issues, and measuring ROI accurately. Using a survey template with example questions can help gather stakeholder feedback and uncover pain points. A free survey workflow simplifies data collection, enabling teams to refine campaigns and overcome roadblocks.

How can ROI be used to justify IT investments?

ROI can justify IT investments by quantifying cost savings, productivity gains, and risk reduction. Include example questions in your ROI survey template to collect data on system uptime, automation benefits, and user satisfaction. A free survey can validate projected returns, helping stakeholders compare investment options and support data-driven decisions with clear financial metrics.

What are some challenges in calculating ROI for projects?

Calculating project ROI can be challenging due to indirect benefits, time-bound costs, and difficulty attributing outcomes. A survey template with example questions can capture qualitative impacts like customer satisfaction or productivity gains. Use a free survey to gather team estimates and align metrics, ensuring a comprehensive ROI analysis that accounts for tangible and intangible returns.

How can ROI be used to assess the success of a project?

ROI assesses project success by comparing net gains against total project costs. Include targeted example questions in a survey template to collect data on budget adherence, deadline compliance, and stakeholder satisfaction. A free survey enables real-time feedback, helping project managers quantify outcomes, validate assumptions, and demonstrate value with clear metrics for leadership review.

How can ROI be used to evaluate the performance of a sales team?

ROI evaluates sales team performance by measuring revenue generated against sales expenses, such as salaries and commissions. Use a sales-focused survey template with example questions on lead quality, conversion rates, and training effectiveness. A free survey tool gathers rep feedback, converts data into actionable insights, and helps optimize team strategies for higher returns.

How can ROI be used to measure the success of a training program?

ROI measures training success by comparing increased productivity and reduced error rates against training costs. Deploy a training ROI survey template with example questions on skill improvement, knowledge retention, and job performance. A free survey captures participant feedback, quantifies learning outcomes, and demonstrates program value to stakeholders through clear cost-benefit analysis.

How can ROI be used to evaluate the performance of a business or project?

ROI evaluates business or project performance by comparing financial returns to investment outlays. Use a customizable ROI survey template with example questions on revenue growth, cost savings, and resource utilization. Implement a free survey to collect real-time data, benchmark performance metrics, and provide stakeholders with transparent, data-driven insights into overall efficiency.

How can ROI be used to measure the effectiveness of an influencer marketing campaign?

ROI measures influencer marketing effectiveness by dividing campaign revenue by total influencer fees and production costs. Include an influencer ROI survey template with example questions on audience engagement, brand lift, and conversion tracking. A free survey tool collects follower feedback, quantifies earned media value, and helps marketers optimize partnerships based on clear performance metrics.