Identify Customer Goals

This survey template is designed to uncover your customers' goals for using your product. By capturing their motivations and objectives, you can create meaningful user segments or identify distinct personas within your audience. The insights gained will allow you to better align your product experience with the needs and aspirations of your users.

How You Can Benefit from Running This Survey: This survey helps you:

• Gain clarity on what customers aim to achieve with your product.
• Segment users based on their goals for more personalized engagement.
• Address any fears, uncertainties, or doubts users may have early in their journey.

What This Survey Will Help You Discover:

1. Problems It Can Solve:
   • Lack of understanding about why users choose your product.
   • Difficulty in tailoring onboarding and communication strategies to user needs.
   • Missed opportunities to connect with users on an emotional level by addressing their hesitations.
2. Opportunities It Can Identify:
   • New ways to frame your product’s value proposition based on user motivations.
   • Personalization opportunities to improve user satisfaction and retention.
   • Key messaging that resonates with different user segments or personas.

Example / Use Case:

Imagine you manage a language learning app. You send an in-product survey to new users 3 days after they start a course. By this point, users have explored the app and experienced initial engagement but are still early enough in their journey to recall their motivations.

The survey asks:

• “What is your primary goal for learning a new language using {our product}?”

From the responses, you learn that users are primarily focused on career advancement and connecting with family members. However, many express doubts about finding enough time to practice. With these insights, you introduce features like bite-sized lessons for busy users and craft messaging around achieving language goals even with a packed schedule. This personalization helps increase user confidence and retention.

Closing Note:

This template allows product managers, marketers, and user researchers to deeply understand customer goals and align product experiences with user aspirations. By leveraging these insights, your team can build stronger emotional connections and deliver a product that truly supports your customers’ success.