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Customer success

Customer health check

A quarterly pulse for CSMs: loyalty, goal progress, risk signals and a one-click way to book a check-in.

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Free forever · Unlimited responses · Edit everything

Conditional logic
2 endings, branching by answer
Hidden fields
account_id, csm
What's inside · 7 questions
  1. 1How likely are you to recommend us to a peer at another company?
  2. 2How well are we helping you hit your goals this quarter?
  3. 3How are we doing on…
  4. 4Roughly how many people on your team use us each week?
  5. 5Anything coming up we should know about?
  6. 6What's your biggest concern right now, if any?
  7. 7Would you like to book a check-in with your success manager?
Live preview

1How likely are you to recommend us to a peer at another company?*

0 → Not likelyExtremely likely ← 10
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Understand why customers cancel with reason-based follow-ups — and offer a discount to the ones you can still win back.

8 questions·Multiple choice, Short text, Dropdown
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First up — what did you sign up to do?
AReplace a tool we already use
BStart something brand new
CGet my team organized
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Check in two weeks after signup to measure time-to-value, see which resources helped and offer a setup call.

7 questions·Multiple choice, Opinion scale, Matrix
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Who's filling this in?
Type your answer here…
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Customer success

Quarterly business review prep

Gather wins, metrics, priorities and attendees before every QBR so the meeting is about decisions, not discovery.

8 questions·Welcome screen, Contact info, Date