Template library
Customer Understanding6 questions2 minEmail
Know Your Customer

Find out who your customers really are

Build a real picture of who actually buys from you, who they buy for, and what they use the product to accomplish.

Sign up free, customize it, and publish when you are ready.
Questions
6
A focused structure you can adapt before launch.
Estimated time
2 min
Short enough to fit a real customer moment.
Best on
EmailPackage InsertQR insert
Who this is for

Built for teams that sell directly to customers.

Small Businesses That Do Not Know Their Real Audience · Marketplace Sellers Trying To Understand Buyers · Stores Improving Customer Profiles And Messaging

Send shortly after purchase by email, or link from a package insert or thank-you card.

The problem this solves

You can track the outcome. You still need to know why it happened.

Most small businesses think they know their customers, but the real buyer picture is often different from the founder's assumption. This template helps you learn who is actually buying, what they are buying for, and which customer types show up repeatedly. After 20-30 responses, you can usually see two or three real audience clusters instead of one invented persona.

When to use it
Send shortly after purchase by email, or link from a package insert or thank-you card.
Works well on
EmailPackage InsertQR insert
Start with the channel that matches the customer moment, then refine the survey in Launch or Studio before you publish it.
What you'll learn

Three things you should know after the first wave of responses.

Purchase confidence
Who Customers Are Buying For
Checkout friction
What Job They Hoped The Product Would Do
Buyer needs
How Customers Found You
First-time buyer needs
Whether Buyers Are New, Returning, Or Buying On Behalf Of Someone Else
Inside the survey

The questions

01
Single Choice
"Who were you buying this for?"
02
Long Text
"Tell us a little more about who this was for."
Survey preview

See the survey your customer will actually see.

Thanks for buying from us. This short survey helps us understand who our customers are and what they need most.

Know Your Customer
Thanks for buying from us. This short survey helps us understand who our customers are and what they need most.
1
Who were you buying this for?
2
Tell us a little more about who this was for.
3
What were you hoping it would do for you?
4
How did you find us?
5
Which best describes you?
6
If you picked Other, how would you describe yourself?
Start from this template in Launch, make any wording or branding edits you need, then publish when it is ready to share.
How to use it

Three steps. Two minutes.

1
Use this template to gather buyer context after purchase. Review responses in batches of 20-30 and group recurring customer types by buyer, use case, and discovery channel.
Related templates

Look at these next.

Lead Capture
Create Customer List
A short survey to learn why a visitor is here, what they want, and whether they are worth following up with.
View template
Marketplace
Marketplace Buyer Connect
Open a direct line to buyers a marketplace keeps from you, and learn who they are.
View template
Ready when you are

Know why your customers buy. Start collecting answers today.

Sign up free, use the template, customize the survey, and publish when it is ready.

Browse more templates