What did you want to retain?
The information users want to retain identifies which records or references matter before closure. Check actual access and export scope without promising complete preservation.
Product and software research / Survey guide
Product and software research · Practical survey guide
Account closure preparation survey
Understand information needed before closing an account.
Opens product registration. Example questions are not imported automatically.
WHAT TO READ · WHAT TO TEST
Observation
Users cannot identify which records need export first.
Interpretation boundary
Do not promise deletion or export availability unverified.
Next experiment
Explain retention and export preparation before closure.
Illustrative scenario. These are not real response counts or findings.
A useful starting point
Questions to understand the actual experience.
Understand information needed before closing an account. 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.
Which closure consequence was unclear?
An unclear closure consequence reveals uncertainty about access, records or remaining actions after offboarding. Refer to verified account conditions and official guidance, without inventing retention periods or implying that export guarantees complete preservation.
What preparation checklist would help?
A useful preparation checklist identifies actions users need before losing access. Base each step on verified closure conditions and official retention guidance.
If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate. What did you want to retain? Which closure consequence was unclear? What preparation checklist would help?
Download the questions as text ↓
Examples to adapt, rather than a validated research instrument.
Before you send it
Check what your wording assumes.
Would you agree that everything about account closure preparation was clear and easy?
What did you want to retain?
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.
Choose the response format
Make room for the explanation.
| Question | Suggested format | What to preserve |
|---|---|---|
| What did you want to retain? | Optional short text | Retain the specific point or condition described; avoid replacing it with an unexplained rating. |
| Which closure consequence was unclear? | Optional written explanation | Keep context that distinguishes different experiences. Do not promise deletion or export availability unverified. |
| What preparation checklist would help? | Optional improvement suggestion | Keep the suggested change separate from whether it has been tested. Explain retention and export preparation before closure. |
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.
From question to next step
Make the feedback useful.
Set the decision
Start with the decision: Understand information needed before closing an account.
Invite relevant voices
Invite people with relevant experience. Ask after someone has encountered the situation described in “What did you want to retain?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.
Choose an action
Explain retention and export preparation before closure.
A worked interpretation example
From a comment to a practical next step.
Illustrative scenario. These are not customer results.
Keep the finding specific
Users cannot identify which records need export first.
Choose an action to test
Explain retention and export preparation before closure.
Check the experience again
After trying the change, repeat “What did you want to retain?” with people who experienced it. Check whether they still describe the original issue: users cannot identify which records need export first. Compare explanations and sample context, rather than claiming the change caused an improvement.
Read the answers carefully
Keep the conclusion within the evidence.
Do not promise deletion or export availability unverified.
Users cannot identify which records need export first. This is a synthetic example, not a customer result. Do not promise deletion or export availability unverified.
Before you send it
Questions, answered.
Who should receive this questionnaire?
Product users who attempted the described task. 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 “What did you want to retain?”, 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?
Users cannot identify which records need export first. This is an illustrative pattern to look for, not a claim about your respondents. Do not promise deletion or export availability unverified.
What would a practical follow-up look like?
Explain retention and export preparation before closure. After trying the change, repeat “What did you want to retain?” with people who experienced it. Check whether they still describe the original issue: users cannot identify which records need export first. Compare explanations and sample context, rather than claiming the change caused an improvement.
How should I ask “Which closure consequence was unclear?”?
An unclear closure consequence reveals uncertainty about access, records or remaining actions after offboarding. Refer to verified account conditions and official guidance, without inventing retention periods or implying that export guarantees complete preservation. 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 account closure preparation 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
Opens product registration. Example questions are not imported automatically.
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