Feedback tied to the account, not just the ticket
Onboarding checks, account health surveys, and QBR prep that your CS team can actually act on.
Use cases
Where B2B teams use surveys
- Onboarding checkpoints - a short survey at day 30/60/90 to catch adoption problems before renewal season.
- Account health pulses - a recurring NPS or CSAT check sent to your main stakeholder contact.
- QBR prep - collect structured input from a customer before a quarterly business review instead of guessing their priorities.
- Churn/win-back research - a private, password-protected survey sent directly to a departing account.
A setup that fits
Start from the template catalog or describe what you need to the AI Survey Generator. Use rating and NPS questions for trackable scores over time, a matrix question to rate several product areas on one scale, and skip logic to route unhappy accounts straight to an open-text follow-up instead of a generic thank-you page.
Send it as a targeted email invitation to your named contact rather than a public link, and review results per-account from the responses dashboard - or pull them via the API straight into your CS tooling.