SaaS & technology

SaaS onboarding survey (day 7) survey template

Goal, first-value moment, blockers and help used in the first week, triggered in-app on day seven.

4 questions · about 1 minute to complete · free on every plan

Free account required. The template is copied into your workspace; edit anything before publishing.

When to use it: Seven days after sign-up.
Who it is for: New trial or paid users.

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 onboarding survey (day 7) template

1. What did you sign up to accomplish?
open text
2. Have you done it yet?
single choice · Yes, Partly, No
3. What slowed you down?
multi choice · Finding the right feature, Importing data, Inviting the team, Understanding pricing, Nothing, Other
4. How easy has setup been?
rating

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.Have you done it yet?

120 answered

Answer distribution
Answer	Count	Percent
Yes	33	28%
Partly	46	38%
No	41	34%

2.What slowed you down?

115 answered

Answer distribution
Answer	Count	Percent
Finding the right feature	35	30%
Importing data	66	57%
Inviting the team	56	49%
Understanding pricing	34	30%
Nothing	51	44%
Other	30	26%

3.How easy has setup been?

120 answered

Average 3.9

Answer distribution
Answer	Count	Percent
1	8	7%
2	9	8%
3	20	17%
4	31	26%
5	52	43%

How to read these questions

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.
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.

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 onboarding survey (day 7) survey take to complete?

About 1 minute: 4 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.