Customer Onboarding Survey Template

Customer Onboarding Survey Template Questions

1. 1. How satisfied are you with the onboarding process?
2. 2. Did the onboarding process meet your expectations?
   • Yes
   • No
3. 3. Please rate the following aspects of the onboarding
   • Clarity of instructions
   • Responsiveness of onboarding team
   • User-friendliness of onboarding platform
   • Timeliness of onboarding process
4. 4. Which aspect of onboarding process was the most challenging for you?
   • Setting up accounts and profiles
   • Understanding policies and procedures
   • Accessing tools and software
   • Interacting with team members
5. 5. On a scale of 0-10, how likely are you to recommend us to a friend or colleague?
   • 0 (Not at all likely)
   • 10 (Extremely likely)
6. 6. Is there anything we can do to improve your experience?