SaaS value check-in template
Quarterly value, usage breadth, team adoption and renewal confidence for account health scoring.
5 questions · about 2 minutes to complete · free on every plan
Free account required. The template is copied into your workspace; edit anything before publishing.
- When to use it
- Quarterly to account owners.
- Who it is for
- Account admins or owners.
How to use this template
- Trigger onboarding surveys at day 7 and day 30.
- Ask the 'very disappointed' question quarterly to track product-market fit.
- Read open-text answers from the lowest scorers first; they explain the numbers.
Questions in the saas value check-in template
1. How much value is your team getting right now?
rating
2. How many people on your team use it weekly?
single choice · Just me, 2–5, 6–20, More than 20
3. Confidence that you will renew
single choice · High, Medium, Low
4. What would increase the value for you?
multi choice · Training for the team, A specific integration, A missing feature, Better reporting, A lower price, None of these
5. Anything blocking wider adoption?
open text
What the results look like
IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.
1.How much value is your team getting right now?
120 answered| Answer | Count | Percent |
|---|---|---|
| 1 | 10 | 8% |
| 2 | 10 | 8% |
| 3 | 23 | 19% |
| 4 | 37 | 31% |
| 5 | 40 | 33% |
2.How many people on your team use it weekly?
120 answered| Answer | Count | Percent |
|---|---|---|
| Just me | 32 | 27% |
| 2–5 | 29 | 24% |
| 6–20 | 14 | 12% |
| More than 20 | 45 | 38% |
3.Confidence that you will renew
120 answered| Answer | Count | Percent |
|---|---|---|
| High | 40 | 33% |
| Medium | 27 | 23% |
| Low | 53 | 44% |
4.What would increase the value for you?
108 answered| Answer | Count | Percent |
|---|---|---|
| Training for the team | 29 | 27% |
| A specific integration | 45 | 42% |
| A missing feature | 75 | 69% |
| Better reporting | 64 | 59% |
| A lower price | 60 | 56% |
| None of these | 0 | 0% |
How to read these questions
- rating: Report the mean and the top-two-box share (the two highest points). Top-two-box is easier to explain and less sensitive to a few extreme answers.
- single choice: Read the share choosing each option, then cross-tab by a segment question to see who differs.
- multi choice: Percentages add up to more than 100% because people can pick several. Compare options by share of respondents, not share of picks.
Frequently asked questions
What surveys should a SaaS company run?
Onboarding (day 7/30), product-market fit (quarterly), NPS (twice a year), support CSAT (per ticket) and cancellation.
How long does the saas value check-in survey take to complete?
About 2 minutes: 5 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.
Is this template free to use?
Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.
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