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Customer Survey Template

Create customer survey form documents that allow your team to collaborate and monitor results.

What is a Customer Survey?

Customer surveys are used to measure how your customers are enjoying their experience with your product and service. It's also a great way to identify areas of improvement by gathering feedback on what can be improved.

Why Customer Surveys are Important?

Anytime you and your team are coming up with questionnaires there's a reason those questions and question styles are chosen. It's important to keep track of the various surveys that you've shared over time and understand the reasoning as well as the results of those surveys. By creating proper documentation it'll help as new team members join and are part of the survey process.

What You Should Include in Customer Survey Form?

Title: Title of Project

Goals: Explain what you want to get out of conducting this customer survey.

Timeline: What is your timeline for completion?

Team: List out the team members involved with this project.

Directions: Let your team know how they need to collaborate on this project is.

  • Step 1: Finalize Survey Questionnaire
  • Step 2: Delivery Method
  • Step 3: Submission Form
  • Step 4: Track Results
  • Step 5: Observations
  • Step 6: Next Steps

Benefits of Making Your Customer Survey Project on Bit.ai?

Bit is a collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink customer survey documents and other documents
  3. Create fully responsive documents
  4. Create private customer survey form documents only visible to yourself or your team
  5. Track engagement on shared customer survey projects with clients, partners, etc.

How to Make your Customer Survey Projects Interactive?

Recommended Power links and Files you can add to your Bit Document Customer Survey Documentation:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable
  • GitHub
  • Social Media posts
  • YouTube, Vimeo
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
  • PDFs, PowerPoint in Google Drive/OneDrive

Customer Survey Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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