Customer discovery surveys are part of the customer development methodology. They are tools product managers and designers use in the discovery phase of design projects.
Survicate's customer discovery survey template asks questions that help uncover new customers' real jobs, pains, and gains. They help product managers better understand their user personas and test early hypotheses about customers' needs. This way, they can correct the wrong assumptions and push a project in the right direction.
Customer discovery survey template enables product managers to quickly reduce uncertainty by testing early hypotheses about customers' needs. And they let uncover new customers' jobs, pains, and gains.
Ultimately, thanks to these short surveys product managers are able to create better value propositions and build successful products.
Customer discovery surveys don't offer strong evidence design hypotheses are true. They are not replacements for other discovery experiments.
Yet, as research tools, they are very popular with product managers as they lower development costs and boost the chances a new product will take off.
As we say - the surveys are very easy to set up:
1. Sign up for a free account.
Click the "Send this survey for free" button above and sign up for a FREE Survicate account.
2. Edit and customize the survey to your needs.
Once you've signed up, you're taken to the customer discovery survey template in Survicate's tool panel.
The template we've put together is virtually ready to use. All you have to do is replace the [ ] brackets with text describing the hypotheses you want to test. And the survey is ready to go.
Optionally, you can change the background color or tweak the microcopy to make it more appealing to your audience. You can also add or delete questions. While doing so - remember about the skip logic feature to make the question flow more naturally and to engage the respondents.
Customer discovery surveys should be short. If you need to run a longer one - add the progress bar - it'll increase the response rate.
3. Configure the survey.
If you're going to distribute the survey using a 3rd party marketing automation tool, select it from the drop-down list you'll find in the tool. By doing so, you'll make the identity of the survey respondents known to you. It can be handy, especially when running a survey among your current customers. (Some responses may make you want to get in touch.)
Decide also if you want the users to retake the survey. With a customer discovery survey, it may be a good idea - some more engaged respondents may wish to add something to their feedback later on. You want to make it possible for them!
4. Connect 3rd party tools
Survicate connects with market-leading 3rd-party tools: CRMs, marketing automation tools, or collaboration software. Enabling them takes just a couple of steps and does not require coding skills.
5. Distribute the survey.
The customer discovery survey template we've created is a link survey. You can either email it or send it using preferred social media platforms or communication apps.
If you're going to email the survey, we recommend using a 3rd–party tool and embedding the survey in the email body. This will increase the response rate.
6. Analyze the results.
Survicate gives you real-time access to survey responses. Depending on how you configure the survey, you'll have them flow into your mailbox, Slack, or Microsoft Teams. You can also access the survey report in Survicate's panel.
The feedback collection tool's panel is a great place to analyze the survey results. You'll find the statistics, the response breakdown, and a word cloud showing keywords that your respondents most often used. They will help you find the patterns in the survey responses to know what to pay special attention to.
Are you in the customer discovery phase? Don't waste your time. Give the survey a try! 🚀
Customer discovery surveys are part of the customer development methodology. They are tools product managers and designers use in the discovery phase of design projects.
The surveys ask questions that help uncover new customers' real jobs, pains, and gains. They help product managers better understand their user personas and test early hypotheses about customers' needs. This way, they can correct the wrong assumptions and push a project in the right direction.
Customer discovery surveys allow product managers to reduce uncertainty by testing early hypotheses about customers' needs. And they let uncover new customers' jobs, pains, and gains.
Ultimately, thanks to these short surveys product managers are able to create better value propositions and build successful products.
Customer discovery surveys don't offer strong evidence design hypotheses are true. They are not replacements for other discovery experiments.
Yet, as research tools, they are very popular with product managers as they lower development costs and boost the chances a new product will take off.
There are also other reasons:
In a nutshell: Customer discovery surveys are quick, little tools in a designer's toolset that are effortless but useful. Collecting feedback at the onset of projects can potentially save them from failure.
These sample survey questions should help you understand what the customer discovery survey looks like. Adjust them to your personas and the hypotheses you’re testing:
Before running the survey, you've formed some hypotheses about your persona's jobs, pains, and gains. This question helps you learn more about the assumptions.
Replace the [insert scenario] with a description of a job you think your target users need to have done or the problems they may have with the job. Eg. : When was the last time you dispatched a parcel? / When was the last time you had a problem with collecting a parcel?
Make it a single-choice question, and remember to give the respondents the possibility to say they've never been in the situation you describe.
This is an open-ended question that you may want to leave optional. If you want the question to be obligatory, envision the time needed to answer it. And make sure you inform respondents about how much time the survey takes.
These are variants of a question checking if a pain or a job you want to address with your solution should be a priority for you.
Adjust the questions to your potential customers' context and make sure they are unambiguous. Also, speak the respondents' language!
Even if you're working on a new product category, your future customers are likely to use other tools to address their problems. With this question, you'll discover your indirect competition. If the users say they did nothing about the situation, it might be a warning sign. Maybe the problem is not that important to them.
With this question, you're verifying the strength of your competitors. Be careful with how you phrase it. Avoid asking a leading question or making respondents feel like they need to save face when answering it.
Asking them, "How happy were you with how you solved the situation?" may make them want to present themselves as competent problem solvers who can cope.
It's an open-ended question that you may ask now or leave for the interviews.
What speaks for including it in a survey rather than asking it during an interview is that this way respondents have more time to think about their answers. It’s a good idea to ask the question in a survey and then get back to it during a customer discovery interview.
The con of including it in a survey is that it makes it longer. It takes time to answer it, so you risk having a low response rate. Consider the respondents ' context while taking the survey before you ask it in your customer discovery survey.
Perhaps, there are jobs, pains, or gains your personas have that you're unaware of. This question will let you find them out!
If you like what you've read so far, check out the customer discovery survey template above.
As we say - the surveys are very easy to set up:
1. Sign up
Click the button above the page (next to the template's preview) and sign up with your business email. By doing so, you're signing up for a Flexible account. You can use our tool for free until you collect 100 responses.
2. Edit and customize the survey to your needs.
Once you've signed up, you're taken to the customer discovery survey template in Survicate's tool panel.
The template we've put together is virtually ready to use. All you have to do is replace the [ ] brackets with text describing the hypotheses you want to test. And the survey is ready to go.
Optionally, you can change the background color or tweak the microcopy to make it more appealing to your audience. You can also add or delete questions. While doing so - remember about the skip logic feature to make the question flow more naturally and to engage the respondents.
Customer discovery surveys should be short. If you need to run a longer one - add the progress bar - it'll increase the response rate.
3. Configure the survey.
If you're going to distribute the survey using a 3rd party marketing automation tool, select it from the drop-down list you'll find in the tool. By doing so, you'll make the identity of the survey respondents known to you. It can be handy, especially when running a survey among your current customers. (Some responses may make you want to get in touch.)
Decide also if you want the users to retake the survey. With a customer discovery survey, it may be a good idea - some more engaged respondents may wish to add something to their feedback later on. You want to make it possible for them!
4. Connect 3rd party tools
Survicate connects with market-leading 3rd-party tools: CRMs, marketing automation tools, or collaboration software. Enabling them takes just a couple of steps and does not require coding skills.
5. Distribute the survey.
The customer discovery survey template we've created is a link survey. You can either email it or send it using preferred social media platforms or communication apps.
If you're going to email the survey, we recommend using a 3rd–party tool and embedding the survey in the email body. This will increase the response rate.
6. Analyze the results.
Survicate gives you real-time access to survey responses. Depending on how you configure the survey, you'll have them flow into your mailbox, Slack, or Microsoft Teams. You can also access the survey report in Survicate's panel.
The feedback collection tool's panel is a great place to analyze the survey results. You'll find the statistics, the response breakdown, and a word cloud showing keywords that your respondents most often used. They will help you find the patterns in the survey responses to know what to pay special attention to.
Are you in the customer discovery phase? Don't waste your time. Give the survey a try! 🚀