--- generated_by: surveylegend-page-markdown title: Customer Needs Survey Template | SurveyLegend description: Discover customer goals, obstacles, and priorities with this customer needs survey template. Review the questions and create your survey in SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/customer-needs-template/ --- # Customer Needs Survey Template This customer needs survey template explores what current or prospective customers want to accomplish, how they handle the task today, and where they struggle. Use the answers to prioritize a product or service improvement around the problem they want solved. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/customer-needs-template/#try-template) Preview on a device Show the desktop survey preview Show the tablet survey preview Show the mobile survey preview ![Customer Needs Survey: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/customer-needs-template-preview.avif) ![Customer Needs Survey: first question and response field, tablet preview](https://www.surveylegend.com/survey-template-media/previews/customer-needs-template-preview-tablet.avif) ![Customer Needs Survey: first question and response field, mobile preview](https://www.surveylegend.com/survey-template-media/previews/customer-needs-template-preview-mobile.avif) Customer Needs Survey [Preview](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/customer-needs-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fcustomer-satisfaction-surveys%2Fcustomer-needs-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fcustomer-satisfaction-surveys%2Fcustomer-needs-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fcustomer-satisfaction-surveys%2Fcustomer-needs-template%2F\&text=Customer%20Needs%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fcustomer-satisfaction-surveys%2Fcustomer-needs-template%2F\&title=Customer%20Needs%20Survey%20Template) Use this customer needs survey template to find out what people are trying to accomplish, what gets in their way, and which improvement matters most. The questions begin with the customer’s task rather than a list of features you want to sell. Adapt the questionnaire in SurveyLegend before planning a new service or improving an existing offer. ## When to use this customer needs survey Use it when you need to understand a problem before choosing a solution. Invite people who actually face that problem, including prospects who have not bought from you. Specify the activity you are researching, such as organizing team schedules or arranging home maintenance. A customer needs survey explores desired outcomes; a satisfaction survey evaluates an experience someone has already had. To evaluate a completed experience instead, use our [customer satisfaction](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-survey-template/) template. **Create your customer needs survey in SurveyLegend** Use this customer needs survey template to find out what people are trying to accomplish, what gets in their way, and which improvement matters most. The questions begin with the customer’s task rather than a list of features you want to sell. ## 7 questions for your customer needs survey Use these 7 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank. Respondent introduction:\ Think about the activity described by the survey organizer. Tell us how you handle it today and what would make it easier. All questions are optional. Please do not include private account information. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### Customer Needs Survey 01 What are you trying to accomplish when you do this activity? Share your answer, or skip this question. 02 How often do you need to do this activity? Choose one answer, or skip this question. Daily Weekly Monthly Less than monthly This is a one-time need Not sure 03 How do you currently handle this activity? Share your answer, or skip this question. 04 How well does your current approach meet your needs? Choose one answer, or skip this question. Not at all well Slightly well Moderately well Very well Extremely well I do not have a current approach 05 What is the biggest obstacle you face? Choose one answer, or skip this question. Time required Cost Lack of information Difficulty getting help Tools that do not fit the task Something else I do not face an obstacle 06 What would a successful outcome look like for you? Share your answer, or skip this question. 07 What is the single most useful improvement we could make? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## How to customize your customer needs survey Name one activity in the introduction and keep that context consistent. Replace the broad obstacle choices only when research has identified more relevant alternatives. Leave the first question open so your wording does not supply the answer. If you survey buyers and end users, run separate versions or add a clearly defined role question before comparing them. For example, a scheduling service could learn whether the main need is fewer last-minute changes or less time building the rota. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently. ## Printable customer needs survey template Use this printable customer needs survey template in a customer discovery conversation or at a service counter. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses. [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/customer-needs-template.pdf) Export customer needs survey template as PDF ## AI prompt for a customer needs survey Understand the problem your customers want solved before deciding what to build. The full prompt below specifies your customer needs survey, including all 7 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing. AI prompt for a customer needs survey [Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/) Create a free account, then paste the copied prompt into SurveyLegend. Already have an account? [Sign in to create your customer needs survey.](https://app.surveylegend.com/login/) ## Turn customer needs into a clearer problem statement Group the task descriptions by the outcome people want. Within each group, compare how often the task arises, the main obstacle, and how well the current approach works. Prioritize problems that recur and have weak existing solutions, then read the descriptions of a successful outcome. Treat requested improvements as ideas to investigate, not proof that someone will buy a particular feature. Follow up with a small concept test before committing to a solution. ## Frequently asked questions ### How is a needs survey different from a satisfaction survey? Needs questions explore a task, barriers, and the outcome someone wants. Satisfaction questions ask people to evaluate a product, service, or experience they have already used. ### Should I show my proposed solution first? Usually keep it out of this questionnaire. Showing an idea first can steer people toward its features. Research the problem here, then evaluate the proposed solution in a separate concept test. ### Can I survey people who are not customers yet? Yes, if they face the activity or problem you are studying. Explain who the survey is for and keep prospect responses separate from existing-customer findings when their experiences differ. Customer Satisfaction Survey Templates 1. [![Preview of the Customer satisfaction Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-customer-satisfaction-survey-template-survey-preview.avif) Customer satisfaction Survey Template Customer satisfaction Knowing your customers is essential. Every day, you run your business, and every day, you have opportunities to hear from the people who keep it going. If you are lucky, feedback comes in on its own. Good companies listen when it does. But the businesses that grow year after year are the ones that actively ask for it.](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-survey-template/) 2. [![Preview of the Customer Service Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-customer-service-survey-template-survey-preview.avif) Customer Service Survey Template Customer satisfaction Great customer service matters just as much as a great product. When support is thoughtful, responsive, and reliable, it builds trust that keeps your existing customers coming back. These loyal customers are more likely to stick with your brand, even when things are not perfect, and they often become your strongest advocates, sharing their positive experiences with others.](https://www.surveylegend.com/survey-examples-templates/customer-service-survey-template/) 3. [![Preview of the Customer Net Promoter Score (NPS) Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-customer-net-promoter-score-nps-survey-template-survey-preview.avif) Net Promoter® Score (NPS®) Survey Template Customer satisfaction ‘Word of Mouth’ is the best marketing any company can get—and the most enthusiastic customers are the ones spreading it. With SurveyLegend’s powerful Net Promoter Score (NPS®) survey template , you’ll discover just how likely your customers are to recommend your brand to friends and colleagues.](https://www.surveylegend.com/survey-examples-templates/customer-net-promoter-score-nps-survey-template/) 4. [![Preview of the Technical Support Satisfaction Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-technical-support-satisfaction-survey-template-survey-preview.avif) Technical Support Satisfaction Survey Template Customer satisfaction Every day, people turn to their phones, computers, or tablets to get things done, stay connected, or find answers. Technology is part of everything now, so if you provide it, good support is not optional. It is what keeps your customers coming back.](https://www.surveylegend.com/survey-examples-templates/technical-support-satisfaction-survey-template/) 5. [![Preview of the Customer Loyalty Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/customer-loyalty-template-preview.avif) Customer Loyalty Survey Template Customer satisfaction Use this customer loyalty survey template to understand why customers return and what could make them choose another provider. It combines recent purchase behavior with reasons to stay, perceived alternatives, and next-purchase intentions. Create your version in SurveyLegend to investigate the relationship behind repeat business.](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/customer-loyalty-template/) 6. [![Preview of the Customer Testimonial Form demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/customer-testimonial-form-template-preview.avif) Customer Testimonial Form Template Customer satisfaction Use this customer testimonial form template to collect a customer’s experience in their own words. Ask what they used, what changed, and whether they are open to discussing a public testimonial. Create the form in SurveyLegend, then agree on the exact quote and attribution before publishing anything.](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/customer-testimonial-form-template/) 7. [![Preview of the Subscription Cancellation Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/subscription-cancellation-template-preview.avif) Subscription Cancellation Survey Template Customer satisfaction Use this subscription cancellation survey template to learn why subscribers leave and what they expected to achieve. The questions distinguish limited use, missing capabilities, cost, and a completed need. Build your feedback survey in SurveyLegend while keeping the actual cancellation process clear and separate.](https://www.surveylegend.com/survey-examples-templates/customer-satisfaction-surveys/subscription-cancellation-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. 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