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SaaS onboarding survey template

What a new customer needs, what they use today and how they want to get started, the day they sign up.

Use this templateFree · no credit card
  • 12 questions
  • 2 pages
  • 5 min to fill in
  • Tech and e-commerce
formkit.app/you/saas-onboarding-survey
SaaS onboarding survey

Welcome aboard

Two short pages, about two minutes, so we can set things up the way you work.

12 questions · 2 pages
Try a theme

This is the real template. Fill it in, then make it yours.

Asked the day someone signs up: who they are, what they want to use the product for, what they use today and how they would like to start. The migration question appears only for people coming from a spreadsheet or another product. On Pro, a calculation scores team size and migration so larger accounts end on guided onboarding, call-seekers end on your booking link, and a welcome email with the right help articles is written and ready.

Who it’s for

SaaS teams that want to know a new customer's goals before the first email, and give bigger accounts a person rather than a drip campaign.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions5 questions
  2. Page 2What you need7 questions
  3. ThenThank you, you're all set

    We will send you the guides that fit what you told us.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforSaaS onboarding survey · just nowNew
Your name
Maya Okafor
Work email
maya@northstar.co
Company
Northstar
How big is your team?
Only me
What is your role?
Founder or owner
What do you want to use it for?
Track work across the teamReport to clients or managers

and 6 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/saas-onboarding-survey3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Calculations and scoringAnswers that add up to a price, a score or a total.Explore AI repliesA personal reply to every response.Explore ConnectionsSend every response where it needs to go.Explore

Questions about this template

Can I send it to my CRM?

On Pro, straight into HubSpot, or anywhere else through a signed webhook, as each response arrives.

Can I change who gets guided onboarding?

Yes. Team size and data migration each carry points, and the rule sends anyone at 4 points or more to guided onboarding. Change the points or the threshold.

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