Customer Survey Template in Excel for Your Next Survey Report

If you’re tired of receiving vague customer feedback, look no further.

Our customer survey template is one of the best shots you have.

Imagine gathering valuable insights into your customers’ behavior and preferences with just a few clicks.

Yes, you heard that right.

Our user-friendly template streamlines the feedback process. This makes it easier than ever to gain deep insights into your customers. With our survey template, you can ask the right questions and receive reliable insights to help you improve your business.

That’s not all.

Our customer survey template is designed to maximize your response quality.

Due to its user-friendly interface, your customers will find it easy and intuitive. This means you’ll receive more responses and insights than ever before.

Before diving into the blog’s core, we’ll address the following question: what is a customer survey template?

What is a Customer Survey Template?

A customer survey template is a pre-designed set of questions to help you gather customer feedback.

The template usually includes questions designed to give your business insights into customers’ opinions, preferences, etc.

Using a customer survey template can be incredibly beneficial because it allows you to gather feedback quickly and efficiently. Instead of creating your questions from scratch, you can simply use the pre-designed questions in the template.

This will save you time and ensure your survey questions are relevant and useful.

In addition to being time-saving, a customer survey template can help you to collect more meaningful feedback.

By asking targeted questions to uncover specific insights, you can better understand your customers’ thoughts and feelings about your brand.

The resulting insights can help your team improve various aspects of your business, like enhancing products or services or improving the overall customer experience.

Why You Need a Customer Survey Template?

If you have been running a business for quite some time, you know customer satisfaction is key.

How can you ensure your customers are truly happy with your products or services?

One solution is to use a customer survey template.

Yes, you read that right.

Check out the reasons why you need one.

Identify areas for improvement

By asking your customers for feedback, you can pinpoint areas of your business that need improvement.

Whether it’s your customer service, product quality, or website design, a customer survey template can help you identify problematic areas.

Measure customer loyalty

Your customers are the lifeblood of your business.

So, it’s important to know how loyal they’re to your brand.

A customer survey template can help you measure customer loyalty. You can identify those most likely to recommend your business to others.

Monitor customer satisfaction over time

Customer satisfaction isn’t a one-time event.

It’s an ongoing process.

With a customer survey template, you can monitor customer satisfaction over time and adjust as needed.

Improve customer retention

Keeping existing customers is often more cost-effective than acquiring new ones.

It gets better.

A customer survey template can help you understand your customers’ needs.

Gain a competitive advantage

By gathering customer feedback, you can gain a competitive advantage in your niche.

You can tailor your products to meet their needs by understanding what your customers value most.

How Customer Survey Template Work

Customer survey templates are a great tool if you intend to gather feedback from customers.

However, how do they work?

Let’s take a closer look.

First, select a customer survey template that fits your needs.

The template has a set of pre-designed questions that are tailored to your goals. The questions are designed to collect feedback on specific aspects like customer service, product quality, etc.

Once the template is selected, customize it to your specific needs. Add or remove questions, change the wording, or adjust the questions’ order.

Next, send out the survey to your customers. This can be done via email, social media, or even in person.

Once your surveys have been completed, analyze the responses. This can be done using survey software aggregating the responses and displaying insights into the data.

Use these insights to identify areas for improvement, measure customer loyalty, monitor customer satisfaction over time, improve customer retention, etc.

Types of Customer Survey Templates

There are various types of surveys you can use when it comes to gathering customer feedback.

Let’s look at some of the most common customer survey templates:

Net Promoter Score (NPS) Survey

This survey type asks customers to rate the likelihood of recommending a service or product to others on a scale of 0-10.

The responses are then classified into three categories, namely:

1. Promoters (9-10)
2. Passives (7-8)
3. Detractors (0-6)

Customer Satisfaction Score (CSAT) Survey

This type of survey asks your customers to rate their satisfaction with the product on a scale of 1-5 or 1-10.

Customer Effort Score (CES) Survey

This type of survey asks customers to rate the ease of using a product on a scale of 1-5 or 1-7.

Calculate the CES score by taking the average of all the responses.

Customer Experience (CX) Survey

This type of customer survey template asks your customers about their overall experience with aspects like interactions with customer service, product quality, etc.

Post-Purchase Survey

Send this type of survey to customers after purchase.

Asks them about their experience with the buying process, including ease of purchase, delivery, etc.

In-App Survey

Conduct this type of survey within an application or website.

Ask your customers about their experience using your product.

Benefits of Customer Satisfaction Surveys Templates

Measure customer satisfaction

Customer survey templates allow you to measure how satisfied customers are with your products.

By gathering feedback on different aspects of the customer experience, you can identify areas that require urgent improvement.

Identify areas for improvement

Customer satisfaction surveys provide you with valuable insights into your customers’ needs, preferences, and expectations.

By analyzing survey data, you can identify areas that require improvement and develop innovative strategies.

Enhance customer loyalty

Satisfied customers are more likely to be loyal and recommend to others.

By using customer satisfaction surveys, you can identify the factors that drive customer loyalty.

Increase revenue

Satisfied customers are more likely to make repeat purchases.

This can lead to increased revenue for your business.

Improve brand reputation

A positive customer experience can help build your brand reputation.

By using customer survey templates to enhance the customer experience, you can improve your brand reputation and attract new customers.

How To Create a Customer Survey Template

There are several key steps to follow when it comes to creating a customer survey.

Below’s a breakdown of the process.

Start with your survey goals

Define your survey goals before you create your customer survey template.

Ask yourself the specific insights you intend to gain from the survey.

Also, what do you plan to do with the results?

This will help you to create a focused and effective survey.

Choose the type of questions

There’re different types of survey questions, namely open-ended, multiple-choice, and Likert Scale questions.

Choose the question type that will best suit your goals.

Design clear and concise survey questions

When creating your survey questions, ensure they’re easy to understand.

Avoid leading or biased questions. Also, include a mix of both quantitative and qualitative questions.

Select the survey format

Choose between online survey tools or paper-based surveys. Online survey tools, such as Google Forms offer pre-designed survey templates you can customize.

Test the survey

Before sending your survey, test it with a small group of people. This will ensure your survey questions are clear and easy to understand.

You’ll be able to identify issues or areas for improvement.

Distribute the survey

Once you’ve finalized your survey, distribute it to your customers via email, social media, your website, etc.

Provide clear instructions on how people can complete your survey.

How To Analyze Customer Survey Template Data

Excel is one of the popular tools for storing survey responses. However, it lacks customer survey templates you can use to display insights in your survey responses.

Well, fear not.

And this is because ChartExpo is here to revolutionize the way you analyze and present survey data.

So, what is ChartExpo?

ChartExpo is a third-party add-in that provides a plethora of charts, specifically tailored to survey data.

It gets better.

The visualization add-in for Excel offers powerful customer survey templates like the Likert Scale Charts.

What’s even better is that you don’t need any programming to use the add-in.

ChartExpo’s user-friendly interface makes it easy for anyone to create stunning and easy-to-interpret visualizations.

ChartExpo offers a free 7-day trial. This means you can test out its features and see the benefits for yourself before committing to a subscription.

At $10 per month, ChartExpo is a small investment that can yield significant returns for your business.

How to Install ChartExpo in Excel

In the coming section, we’ll use ChartExpo and sample data to demonstrate how you can leverage a customer survey template.

Before we dive into this, we’ll show you how to install ChartExpo in Excel.

Let’s imagine you operate a restaurant.

You’ve created a customer survey template form to gather customer feedback.

Let’s assume you used the questions below.

• Are you satisfied with the experience at our restaurant?
• Was our waiter polite and comforting?
• Are you satisfied with our cleanliness standards?

Let’s further assume you gathered the data as depicted by the table below.

To get started with ChartExpo in Excel, follow the steps below:

• Open your Microsoft Excel.
• Open the worksheet and click the Insert button to access the My Apps

• Click the Insert button to initiate the ChartExpo engine.

• Click the Search box and type “Likert Scale Chart.”

• Highlight your data and click the Create Chart From Selection button, as shown below.

• Use the multiple-choice responses you deployed in your survey to gather responses to map your Likert Scale Chart.

In our case we’ll use the following multiple-choice responses:

• • Very dissatisfied=1
  • Somewhat dissatisfied=2
  • Neither dissatisfied or satisfied=3
  • Somewhat satisfied=4
  • Very satisfied=5

• To add the chart header, click the Edit Chart

• Once the Chart Header Properties window shows, fill in your header in Line 1, as shown.

• Toggle the small button below Line 2 to the right side to activate the header.
• Click the Apply button, as shown above.

• To edit the legend properties, click the pencil-like icon on the
• Once the Legend Properties, fill in your legend below the Text
• Click the Apply All button, as shown above.
• Click the Save Changes button to preserve all the changes.
• Check out the final 5-point Likert Scale chart below.

Insights

• 50% of the customers surveyed were satisfied with the cleanliness team. Conversely, 35% expressed dissatisfaction and 15% remained neutral.
• 45% of the customers were satisfied with the waiter’s behavior. However, 35% were not satisfied, and 20% chose not to answer this question.
• 50% of the customers had a positive experience at our restaurant. But, 35% were not satisfied.
• 48% of the customers responded positively to the survey questions. On the other hand, 35% expressed dissatisfaction, and 17% remained neutral.

FAQs:

How do you create a customer survey template?

To create a customer survey template, define your survey goals and choose the type of questions to ask.

Write clear, concise, and easy-to-understand questions. Choose a survey format that works best for you.

Test the survey, distribute it, and analyze insights.

What questions should I ask in a customer survey?

When creating a customer survey, ask questions that will provide insights into the overall customer experience.

This may include questions about product/service satisfaction, ease of use, customer support, etc.

Include open-ended questions that allow customers to provide first-hand feedback.

Wrap Up

In conclusion, creating a customer survey template is a significant and profitable step in improving your business.

And this is because it can help you gain valuable insights into your customers’ needs.

By following the steps we outlined earlier and using tools like ChartExpo, you can create an effective survey.

ChartExpo offers multiple visualization options tailored to survey data. This makes it easier for you to analyze and present your survey data.

Due to its user-friendly interface, you don’t need any coding skills to create stunning survey-based visualizations that can help you identify trends, patterns, etc.

And with its affordable pricing and a free 7-day trial, ChartExpo is a small investment that can yield for you significant returns.

Don’t wait any longer, sign up for a 7-day free trial today.