Onboarding Feedback
Feedback
Ask new users which setup steps they finished and how confident they feel — not whether they would recommend you.
Day-seven churn often starts as a confused setup, not a pricing objection. This template asks which setup steps they finished and how confident they feel using the product — not whether they would recommend you to a stranger.
Who it is for
Onboarding and product ops teams who need a week-one signal before the QBR slide.
When to use it
Send it after first value or on day three. Customer Onboarding is the sales/implementation intake after a deal. NPS Survey is a later loyalty read. Feature Satisfaction rates one capability, not the whole first week.
What this form collects
Tenure, setup-step checkboxes, a clarity star rating, an onboarding-confidence radio, and an optional first confusing moment.
- Day-3 email for self-serve SaaS
- Implementation wrap for a concierge onboard
- Internal tool rollout to a new department
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Onboarding Feedback
Frequently asked questions
Why measure confidence instead of loyalty here?
New users have not earned a loyalty score yet. A recommend question here steals meaning from NPS Survey. Confidence after setup is the signal that changes the checklist.
Can I match this to a workspace ID?
Add a hidden field you prefill from the email link after you clone the form, or describe that to Customize with AI.
Should failed imports file here?
If something is broken, send them to Support Request. This form is about the path, not a defect log.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Customer Onboarding
Collect account details, kickoff contacts, and 30-day success criteria in a multi-step implementation form.
NPS Survey
Measure loyalty with a 0–10 radio recommendation score and a follow-up comment.
Product Feedback
Rate a shipped product surface with usage frequency and a keep-or-cut note — not a net-new idea.
Feature Satisfaction
Score one named feature by how often it is used and what happens if you removed it.
Customer Feedback Survey
Gather customer feedback with a star rating and open-ended comments.