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Customer advocacy invitation survey

Understand interest in voluntary reference activities.

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Editable examplesPractical guidanceNo-code starting point
ILLUSTRATIVE QUESTIONNAIRE3 prompts

Try the first three questions here. Nothing is submitted or saved.

A useful starting point

Questions to understand the actual experience.

Understand interest in voluntary reference activities. Use the prompts relevant to your audience and allow people to skip situations they did not encounter. Keep response handling consistent with what you explain in the invitation.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

QUESTION 01

Which activity would you consider?

Identify the voluntary reference activity the customer would consider, including declining all options. Discuss format and scope before seeking separate approval or publication permission.

QUESTION 02

What approval would you need first?

Required approvals distinguish interest in being a reference from permission to participate. Explain the actual approval route and optional formats, without treating willingness or an internal request as authorization to publish attribution.

QUESTION 03

What information would help you decide?

Turn the requested improvement into a testable next step. One illustrative action is: explain participation options and consent steps.

Download the questions as text ↓

Examples to adapt, rather than a validated research instrument.

Choose the response format

Make room for the explanation.

Suggested formats for this example questionnaire
QuestionSuggested formatWhat to preserve
Which activity would you consider?Optional short textRetain the specific point or condition described; avoid replacing it with an unexplained rating.
What approval would you need first?Optional written explanationKeep context that distinguishes different experiences. Never turn responses into testimonials without permission.
What information would help you decide?Optional improvement suggestionKeep the suggested change separate from whether it has been tested. Explain participation options and consent steps.

Make questions optional where appropriate. If you add a rating scale, label its endpoints, keep one idea per question, and retain a follow-up for reasons. These examples are not a validated measurement instrument.

Before you send it

Check what your wording assumes.

BEFORE / LEADING

Would you agree that everything about customer advocacy invitation was clear and easy?

AFTER / CONTEXTUAL

Which activity would you consider?

The first wording combines an assumed positive outcome with two different judgments. The revised prompt asks about a specific experience and permits an inconvenient or uncertain answer.

Read the answers carefully

Keep the conclusion within the evidence.

Never turn responses into testimonials without permission.

Customers need internal approval before sharing a story. This is a synthetic example, not a customer result. Never turn responses into testimonials without permission.

A worked interpretation example

From a comment to a practical next step.

Illustrative scenario. These are not customer results.

01 / OBSERVE

Keep the finding specific

Customers need internal approval before sharing a story.

02 / INVESTIGATE

Choose an action to test

Explain participation options and consent steps.

03 / FOLLOW UP

Check the experience again

After trying the change, repeat “Which activity would you consider?” with people who experienced it. Check whether they still describe the original issue: customers need internal approval before sharing a story. Compare explanations and sample context, rather than claiming the change caused an improvement.

From question to next step

Make the feedback useful.

01

Set the decision

Start with the decision: Understand interest in voluntary reference activities.

02

Invite relevant voices

Invite people with relevant experience. Ask after someone has encountered the situation described in “Which activity would you consider?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.

03

Choose an action

Explain participation options and consent steps.

Before you send it

Questions, answered.

Who should receive this questionnaire?

Customers and service owners involved in the described interaction. Ask only about steps each person encountered; do not treat a voluntary response sample as representative.

When should I ask these questions?

Ask after someone has encountered the situation described in “Which activity would you consider?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.

What should I investigate in the answers?

Customers need internal approval before sharing a story. This is an illustrative pattern to look for, not a claim about your respondents. Never turn responses into testimonials without permission.

What would a practical follow-up look like?

Explain participation options and consent steps. After trying the change, repeat “Which activity would you consider?” with people who experienced it. Check whether they still describe the original issue: customers need internal approval before sharing a story. Compare explanations and sample context, rather than claiming the change caused an improvement.

How should I ask “What approval would you need first?”?

Required approvals distinguish interest in being a reference from permission to participate. Explain the actual approval route and optional formats, without treating willingness or an internal request as authorization to publish attribution. Use an optional written explanation when predefined choices would hide relevant context.

Can I use the questions in SurveyTeams?

Copy the prompts or download TXT, CSV, JSON, or a Markdown worksheet, then adapt them in your own survey. The CTA opens registration; it does not import this example automatically. Verify available features in your account.

Build with SurveyTeams

Draft your own customer advocacy invitation questionnaire.

Use these examples to draft your questionnaire. Create a survey draft, add questions, and check the respondent preview in SurveyTeams. Additional features depend on your account and plan.

Create your survey in SurveyTeams

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