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Customer Health Survey Template
Check your engagement signals. Use this survey to explore unmet needs, friction points, and evolving priorities straight from your customers.
Why Customer Signals Should Guide Your Discovery
Talking to users is only half the battle understanding their evolving needs is the real win. David Pereira’s Customer Health Survey helps you ask better questions and validate whether what you’re building actually matters. Use this survey to identify disconnects early and design with confidence.
How to Make the Most of This Template:
- Share with active and churned users
- Focus on open-ended “why” questions
- Loop insights into roadmap planning
How to Make the Most of the Customer Health Survey Template
The Customer Health Survey Template is built to spotlight the real signals of engagement (or disengagement) that too often go unnoticed. It helps you dig into what users are really doing, not just what they say they want and identify where your product is falling short, losing relevance, or opening up opportunity.
By structuring your questions around actual user behaviors, unmet needs, and evolving priorities, this survey becomes a recurring touchpoint for focused discovery. It’s not just about hearing from customers — it’s about learning from them.
Exclusive advice from David for product teams:
1. Ask for signals, not compliments
Don’t ask “Do you like our product?” Ask what they do, how often, and why. Engagement speaks louder than praise.
2. Capture unmet needs
Use open-ended questions to surface friction points or new opportunities — especially the ones they haven’t told support about yet.
3. Bring it back to the team
Loop insights into your roadmap discussions and build around what truly matters to active, disengaged, or churned users.
Next up in David's templates:
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