Customer Success Survey Software
Customer Success Survey Templates & Questions
Six customer success survey templates - from 30-day onboarding checks to pre-renewal intent - that measure outcomes, not just satisfaction.
Value realization, feature adoption, health checks, CS team effectiveness, and expansion intent - each template is segmented by success tier so your CS team knows exactly who needs attention.
Customer success data segmented by outcome tier
Other tools
"CSAT: 4.1. Accounts looking healthy."
Mapster Surveys
Thriving (30%) · Goal achieved · ready to expand
On Track (45%) · Progress, needs nudge · milestone gap
Struggling (25%) · Goal not achieved · churn risk now
See which accounts are thriving, on track, and struggling - before renewal conversations start
Customer Success Survey Templates
Six customer success survey templates covering every stage of the customer lifecycle - from first value milestone to pre-renewal intent. Each template is copy-ready and designed to surface outcome gaps before they become churn signals. Use the customer success survey template to get started in minutes.
30-Day Onboarding Success Check
- 1.Have you achieved the main goal you signed up for? (Yes / Getting there / Not yet)
- 2.What is the most important thing still blocking your success with this product?
- 3.How helpful has your onboarding experience been so far? (1-5)
Day 30 - confirm first success milestone before the habit window closes
Value Realization Survey
- 1.How much value are you getting from this product relative to what you expected? (1-5)
- 2.What specific outcome has this product helped you achieve?
- 3.What would make this product more valuable to your business?
60-90 days in - confirm the customer is seeing ROI before renewal
Quarterly Customer Health Check
- 1.How well is this product meeting your current business needs? (1-5)
- 2.How likely are you to expand your usage in the next 6 months? (0-10)
- 3.What is the one thing that would most improve your experience?
Every 90 days - track health trends and surface expansion intent
Feature Adoption Survey
- 1.Which features do you use most regularly, and how satisfied are you with them? (1-5)
- 2.Are there features you know exist but have not tried yet - and if so, why not?
- 3.What would make you use this product more often?
Post-launch of new features - ensure adoption before the usage window passes
Pre-Renewal Success Survey
- 1.On balance, has this product delivered the value you expected when you signed up? (Yes / Mostly / No)
- 2.What is the one thing that would make renewing an easy decision?
- 3.Is there anything your success team could do differently to help you more?
60 days before renewal - surface objections while there is still time to address them
CS Team Effectiveness Survey
- 1.How well does your customer success manager understand your goals? (1-5)
- 2.How responsive and helpful has the CS team been when you have needed support? (1-5)
- 3.What is one thing the CS team could do to better support your success?
Quarterly - measure CS team performance and improve account relationships
Customer Success Survey Questions
The right customer success question measures outcomes, not just opinions. These questions are organized by what they measure - from goal achievement and value realization to expansion readiness and CS team effectiveness.
Goal Achievement & Value
- •Have you achieved the main outcome you signed up for? (Yes / Getting there / Not yet)
- •How much value are you getting from this product relative to what you expected? (1-5)
- •Can you describe a specific result this product has helped you achieve?
Product Adoption & Usage
- •Which features do you use most, and how satisfied are you with each? (1-5)
- •Are there features you know about but have not used yet - and why not?
- •How well does this product fit into your team's daily workflow?
Support & Relationship
- •How well does your customer success manager understand your goals and priorities? (1-5)
- •How responsive has the support team been when you have needed help? (1-5)
- •What could the CS team do differently to help you get more value from this product?
Success Outcomes & Expansion
- •How likely are you to expand your usage or seats in the next 6 months? (0-10)
- •What milestone would you need to reach before recommending this to a colleague?
- •What is the one thing that would make renewing your subscription an easy decision?
Tracking accounts before renewal? See customer retention survey templates →
Segment by Success Tier
Know Which Accounts Need CS Attention Now
A CSAT of 4.1 across your customer base hides the 25% who have not achieved their goal and are silently evaluating competitors ahead of renewal.
Customer success survey FAQ
Common questions about customer success surveys, how they differ from satisfaction surveys, what questions to ask, and how to use the results to reduce churn and drive expansion.