onboarding survey
Feedback Survey
The first 30 days determine whether a new customer becomes a long-term one. Deploy this automation and a short survey fires at day 7, day 30, and after key milestones, surfacing friction before it compounds into a cancellation.
About this automation
Type
Feedback Survey
Industry
Free to use
✓ Yes
Deploy time
Under 5 min
Triggers
API, In-App
Delivers via
Email, In-App
What this survey asks
01
Did you achieve what you were trying to do this week?
Yes / No, day 7 only
02
How confident do you feel using the product so far?
Rating, 1 to 5 stars, day 30
03
Is there anything that's been unclear or confusing?
Open text, generates a tagged product feedback ticket if flagged
04
How would you rate onboarding overall?
Rating, 1 to 5 stars, day 30
05
Is there anything blocking you from getting full value from the product?
Open text, low-confidence responses route to customer success immediately
The automation
Trigger: new customer signs up, with check-ins at day 7 and day 30
Fires automatically when a new customer signs up, then again at day 7 and day 30.
API, In-App
Milestone surveys delivered
Goes out via Email or In-App at each defined milestone.
Confidence gate
Every response scored the instant it arrives:
Positive sentiment
Logged and moved into a nurture sequence.
Needs attention
Low-confidence responses route to customer success immediately, with prior context attached.
Onboarding health dashboard
Friction points and at-risk cohorts, updated in real time.
Why this automation matters
Onboarding is where most customer loss is decided. A customer who hits friction in the first week, cannot find an answer, and receives no proactive outreach has already started evaluating whether switching is worth the effort. By day 30 the decision is often made. By day 60 they are gone. The churn showing up in your quarterly reports was created in week one. Deploy FeedbackRobot's onboarding survey automation and the early signal is captured at each milestone automatically. A survey fires at day 7 asking whether the customer achieved their first meaningful goal. Another fires at day 30 asking how confident they feel and whether anything is unclear. Each response is scored and routed. A customer who scores low on confidence at day 30 is flagged to customer success immediately, with three weeks of onboarding context already visible to whoever picks up the conversation. Customers who score well move into a nurture sequence. Customers who flag a specific friction point generate a tagged product feedback ticket automatically. The onboarding data across cohorts tells your product team which setup steps generate the most confusion month over month, giving them a continuous improvement signal rather than anecdotal reports from support.
Expected outcome
Connects to the platforms that matter
Triggers
API, In-App
Channels
Email, In-App
Common questions
Why day 7 and day 30 specifically?
Day 7 catches whether a customer hit their first meaningful goal, day 30 catches whether early confusion has resolved or compounded, the two points together catch most onboarding friction before it becomes a day-60 cancellation.
What happens to a low-confidence response at day 30?
It routes to customer success immediately with the prior three weeks of onboarding context attached, so whoever picks up the conversation isn't starting cold.
Does a specific friction point just sit in survey data, or does it go anywhere?
It generates a tagged product feedback ticket automatically, so recurring friction points become visible to the product team without anyone manually compiling survey responses.
Can the milestone schedule be customized?
Yes, day 7 and day 30 are defaults, some businesses add a day-60 or day-90 check-in depending on their typical onboarding length.