A winning customer success strategy means nurturing clients at every stage—not just before they invest. A customer onboarding feedback survey gives you insight into what went well in the onboarding process, and what you could work on.

With this data, you can improve the onboarding process, boost customer satisfaction, and keep clients on board for longer.

You’ll want to make it brief enough so they don’t drop off, but detailed enough to give you quality, usable data. So pick your questions wisely.

Break up the open-ended questions with ratings and scales to keep customers engaged. You could ask what made them try your product or service, how it could better fit their needs, and how likely they are to recommend it. You might also want to grab their email so you can follow up if you need to.