business plan questionnaire for customers

Business Plan Questionnaire

Successful business plans clearly explain a company’s business model, objectives, strategies, and competitive advantages. Use our business plan questionnaire below for a list of the questions you should answer in each section of your business plan to ensure clarity and understanding of your business’s hopes and mission.

Download our Ultimate Business Plan Template here

What Questions Should Be Asked in a Business Plan?

The business plan questionnaire can help you with how to write your business plan . It will give you a concrete set of directions for the future and allow you to further examine and learn about the market you are entering. Be sure to provide answers to the following questions in each key section of your business plan.

Executive Summary Questions

You may ask yourself:

What is the issue your business is addressing?
How are you solving it?
What are your business’s strengths?
Why should an investor be interested in your business?

Company Analysis Questions

Ask yourself the following:

What is your business’ mission?
What is your history?
What are some of your past achievements?
What is your business’ legal structure?
Where is your business located?
Why did you start the business?
How do you measure your business success?

Industry Analysis Questions

Include the answers to the following questions:

What is the size of the market?
What are the characteristics of the market: growth trends, units sold, employment?
What factors are influencing growth or decline in the market?
Are there any barriers to entering the market?
Are there any government regulations that affect the market?

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Customer analysis questions.

Be sure to include the following in your analysis:

What is the size of the target customer market?
Where are these prospective customers located?
What are their desires and needs, and how will your business meet those needs?
In descriptive terms, who is your target market? (what motivates them to purchase, what influences their purchasing decisions)
Why will your target customers seek out your business?
What trends/purchasing shifts could occur in the market?
How will you monitor customer satisfaction? (e.g., surveys, reviews, etc.)

Competitive Analysis Questions

understand their weaknesses to help your company succeed

First, simply focus on your competition and what they are up to.

Address the following:

Who are your direct competitors? (e.g., other businesses in your genre) What percentage of market share do they occupy?
Who are your indirect competitors? (e.g., other companies that may not be specified in your business’s genre, but provide similar results to that of your business)
What are your competitors’ strengths and weaknesses?
What are their products and pricing like?

Then, look into your business’ competitive advantage to describe how your business will be better.

Will you offer more or better features?
Will you ensure better results for your users?
Will you offer better pricing?
Will your customer service be more efficient?
Will you offer a better overall customer experience?

Marketing Plan Questions

advertising strategy for your organization

A complete plan will include the following marketing plan sections:

How will you communicate to your target customers about your product or service?
Why are you choosing these specific avenues (e.g., website, Social Media, etc.)?
What materials do you have or need, and what will be the cost of this?
What do you plan to spend on marketing per prospect and per client?
How will you retain existing customers?
How will your business attract publicity?
What media will you target?
How will your product or service be delivered to the market?
How might future changes impact your marketing?
How will you price your product relative to others in the market to be competitive yet profitable?
What type of payment will you accept?
Overall, how will your marketing strategy be effective to your target customers?

Operations Plan Questions

operations process for your organization

Consider the following:

What equipment is needed, and what is the cost?
What are your hours of operation and number of shifts?
How many employees will you have?
What are the skill sets required when looking to hire new employees?
What are your practices for scheduling, managing, and hiring personnel?
What are the processes you will use to produce and sell your product or service?
What is your purchasing process?
How will finished goods be distributed?
How will quality be measured and improved over time?
What will your procedures to keep track of inventory look like?

Management Team Questions

keep things simple until you have more clients

In this section, answer the following:

Who are your founding members and what is their background?
Who are your support team members and what are their responsibilities? (include position title, person’s name, and role)
Do you offer any ownership options to attract key management?
Do you have any Board of Directors?
Do you have any outside consultants that will work with your business as it grows?
What is your business’ organizational structure?

Financial Plan Questions

Your financial plan should include:

Profit & Loss statement
Cash flow statement
Balance sheet
Sales volume forecast
Personnel plan
Break-even analysis

Here, you must gather data and convey just how much money your business will need and how much income you will earn, as well as when your business will be profitable.

Be sure to consider the following:

How were your numbers calculated?
Why are the salaries and office expenses you have calculated reasonable to your business?
Why are your expense estimates realistic?
How have you budgeted for unexpected costs?
Is there any debt the business currently has?
What is the amount of equity the owners and stockholders have?
What is your annual interest expense?
What is the percentage of sales issued for returns?
What is your average daily inventory value?
Are you using a fixed or variable inventory method?
What is the limit on your line of credit and the average interest rate?
What is your minimum checking account balance to have at all times?

Your financial plan should prove that you are informed and knowledgeable on the numbers around your business. It should prove that you are aware of all potential unexpected costs or other out-of-the-blue setbacks.

Appendix Questions

Appendices may be anywhere from just a few pages to a hundred or more.

Your appendix can include:

Resumes of key management, blurbs on other management members
Job descriptions/titles
Copies of any agreements having bearing on the business plan
Copies of licenses
Personal and business tax returns (if applying for a loan)
Marketing materials
Photos or sketches of the building, property, equipment, products
Industry studies or other information supporting industry trends
Summaries of secondary market studies

Business Plan Questionnaire Conclusion

The above sample survey questionnaire for a business plan should be a guide for you to use as an outline and checklist of items that will need to be addressed in your company’s business plan. Growthink’s fill in the blank business plan includes each of these key elements and more to help your business succeed.

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How to Write a Customer Analysis

Elon Glucklich

9 min. read

Updated October 27, 2023

You’ve been hard at work conducting market research into your potential customers— developing a deep understanding of industry dynamics and the potential size of your market .

Hopefully, you’ve also spent time interviewing potential customers—learning about their behaviors and needs, and digging into publicly available data to support your research.

But you still need to document these findings in a way that gives you an actionable road map to grow your customer base.

This is where a well-written customer analysis can be extremely useful.

Including a customer analysis in your business plan will boost your marketing efforts by identifying your target customers , their needs, and how your product or service addresses these needs.

Customer analysis vs market analysis

A market analysis is a broader exploration of the market and potential customers. A customer analysis zooms in on the specific behavioral or demographic characteristics of individual customer segments in your target market.

The market analysis includes details like the number of customers you hope to serve and the types of competitors you must contend with.

By contrast, the customer analysis looks at the specific attributes of your potential customers – their personal habits, values, beliefs, and other characteristics that might affect their purchasing decisions.

What should a customer analysis include?

Demographics

Some of the earliest information you’ve collected probably about your customers includes:

Gender/ethnicity
Income level
Geographic area
Education level

Example: Suppose you own a business that creates an environmentally friendly cleaning product . Your customer demographics might include:

Age range: 30-60 (old enough to have used a variety of cleaning products in their homes)
Income: Above average (more likely to buy a higher-priced alternative to discount cleaning products)
Education level: college degree or equivalent (high enough education level to understand the product’s societal benefits).
Employment: full-time employee

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Values and beliefs

This section captures the psychological and emotional factors that influence customer behavior.

Cultural backgrounds
Ethical values

Let’s return to the environmentally friendly cleaning product example. You are more likely to attract customers who prioritize sustainability and are willing to pay more for products that match their values.

Buying behaviors

Analyzing buying behaviors involves understanding how, when, and why customers purchase. These behaviors impact:

The channels customers prefer for shopping
Price sensitivity
Factors that trigger a buying decision

Example: Suppose you’re running an environmentally friendly cleaning products business. In that case, you might discover that most of your customers buy their cleaning products from a magazine for homeowners or that they typically buy multiple cleaning products simultaneously.

Technology use

Nearly three-quarters of small businesses have a website . Even if your business doesn’t have one, your customers are, without a doubt, browsing the internet.

So it’s critical to understand how your target customers interact with technology and to set up an online presence for your business if you aren’t already active.

Key questions about customers’ technology habits include:

Are they active on social media? If so, which platforms?
Do they prefer online shopping or in-store visits?
Are they more likely to respond to email marketing, blog content, or social media campaigns?

Example: Let’s say you discover that significantly more of your target customers visit websites like yours on a smartphone than a desktop. In that case, it would be important to optimize your website for mobile viewing or develop a user-friendly app .

5 steps to write a customer analysis for your business plan

Now that we understand the individual pieces of a customer analysis, we’ll examine how to write a customer analysis for your business plan .

1. Use existing data

Regardless of your country, there are likely numerous sources of data published by government agencies, private industry, or educational institutions that could be relevant to your business.

Finding existing data is the best starting point for your customer analysis. It’s easy to find, it’s regularly updated, and it’s immensely valuable for providing context for your research.

For instance, if you determine that your target demographic is people between 30 and 60, Census data can help you determine the number of residents in your selling area within that age range.

We’ll look at some examples of publicly available data for businesses operating in the United States.

U.S. Census Bureau

The Census Bureau publishes official population counts for the country, states, and local communities. Demographic characteristics like age, gender, and race sort the data. Census data also includes useful data for businesses, such as the total number of businesses, employment counts, and average incomes in local communities across the country.

Bureau of Labor Statistics

Data from the Bureau of Labor Statistics tracks changes in the U.S. workforce and the overall state of the labor market. The BLS publishes the Consumer Price Index , tracks consumer spending, and gauges overall consumer confidence.

Examining this data can give you insights into the willingness of consumers to pay for your product or service.

Bureau of Economic Analysis

The Bureau of Economic Analysis takes a broader look at the performance of the U.S. Economy. You can use BEA data to find personal income and corporate profit data by industry.

If you make a product or service used by other businesses, these figures can help you understand the financial health of the broad customer base you’re targeting.

Federal Reserve

The Federal Reserve publishes various financial reports, such as consumer credit and spending statistics , as well as the health of banks.

This data can give you important context about the financial health of your customers, which could help you determine pricing strategies—like whether you should offer flexible payment plans.

Industry associations

There are thousands of private sector industry associations in the United States alone. These organizations not only advocate for the businesses in their field. They provide members with a wealth of helpful information, such as “state of the industry” reports and business surveys.

You should leverage customer data from these peer organizations as a business owner.

Academic institutions

Many university business schools make their research publicly available online. Scholars make a career out of researching market and industry trends, and much of their work is available through online searches.

2. Review customer feedback

One of the most direct ways to show an understanding of your customers in your analysis is by reviewing their feedback.

If you’re a new business without direct customer feedback yet, that’s OK. Instead, look around at what people are saying about your competitors . You might find common complaints from customers in your industry about the products available.

You can then reach out and interview potential customers to better understand their needs.

If you have an existing business, there may already be reviews of your company on Google or social media sites like LinkedIn. Doing so can help you determine if customers are struggling to use your product or have suggestions for improvements.

Read as many reviews as possible, and use them to show an understanding of your customers’ needs in your analysis.

3. Use third-party data

So far, we’ve discussed free, publicly available sources to find information about your customers.

But for those willing to dig deeper, third-party data providers can help you uncover information that’s truly unique to your business and your customers.

Google Analytics

Third-party data providers like Google track the activity of users across numerous websites. Google has its own tool, Google Analytics , which makes that information available on your company’s website.

This data is a gold mine for understanding your customers. Besides giving you a demographic and geographic breakdown of your visitors, it can tell if they view your site on a desktop or smartphone, what pages they’re clicking, navigating around your site, and much more.

For new business owners, Google Trends is a powerful tool to discover what people are searching for online.

For the environmentally friendly cleaning products business we’ve used as an example—you could see how many people are searching on Google for information about products like floor cleaners or dishwasher detergents.

Social media metrics

If your business uses social media, there are plenty of tools to help you understand your audience on these platforms.

Many social media companies make their data available to businesses at a cost. For instance, the Facebook Audience Insights platform gives you information about the types of people who visit your page or interact with your posts.

There are also third-party tools like Hootsuite, Sprout Social, and Buffer, which track various metrics across social media platforms.

Wherever you find the data, including social media metrics in your customer analysis provides instant feedback about how customers interact with your business.

Specialty tools

Software companies have created numerous tools that collect and analyze customer data from various online sources.

Audience research tools like SparkToro and FullStory analyze large amounts of data online and spot trends—such as the topics people discuss online and which websites or social media accounts those audiences visit.

These are insights that would be incredibly time-consuming to get directly from customers. However, understanding where potential customers spend time online and what they talk about can easily turn your analysis into a targeted marketing campaign that addresses their needs.

4. Create a customer persona

After gathering and analyzing all this data, you should have plenty of information about your customers. The next step is to create a customer persona . In case you need a refresher, the customer persona is a semi-fictional representation of your ideal customer based on your collected data.

For example, a customer persona for that environmentally friendly cleaning products business will reflect that audience’s demographics, behaviors, and needs.

Example of a written customer persona. Name of the persona is "Nature's Cleaners". It includes demographics, values and beliefs, buying behaviors, and technology use.

In addition to being an effective tool to focus your marketing efforts, creating this persona can help determine the size of your customer base and how to prioritize your time and resources to attract them to your business. It’s also helpful to show potential investors you know your target audience.

5. Connect to your problem/solution statement

Many business plans include a problem and solution statement as early as the introduction. It’s a reasonable way to start, considering that successful businesses identify a problem and provide a solution.

So as you put your customer analysis together, ensure the research is grounded in the problems they’re experiencing. Doing so will keep you accountable by making you validate your product or service as the solution they need.

Get started with your business plan template

A customer analysis is a key part of any business plan. But it’s just one piece. At Bplans, we take some of the pain out of business planning.

We’ve developed a free business planning template to help reduce entrepreneurs’ time to create a full, lender-ready business plan.

Bplans has also collected over 550 free sample business plans across numerous industries. Find one that fits your industry to get inspiration and guidance when writing your plan.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Table of Contents

business plan questionnaire for customers

4 Min. Read

How to Define Your Target Market

8 Min. Read

How to Conduct an Industry Analysis

7 Min. Read

Target Market Examples

3 Min. Read

How to Use TAM, SAM, SOM to Determine Market Size

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How to Write a Customer Analysis Section for Your Business Plan

Free Customer Analysis Template

Ayush Jalan

February 12, 2024

Customer Analysis_ Step-by-step Guide Understanding Your Customer

A successful business idea equips customers with the tools necessary to help them reach their goals and fulfill their needs—professional or personal. To create such products and services that meet (and exceed) your customers’ expectations, you need to study their personas via customer analysis.

Customer analysis is a vital part of your business plan that helps you identify, define, and understand your customer base. Analyzing your customers is also crucial for creating a successful marketing plan, as it helps you communicate better with your customers.

In this article, you will learn how to conduct a customer analysis section for your business plan paired with a customer analysis example to help you create customer personas to study their personality traits, goals, challenges they face, and more.

What Is Customer Analysis?

Customer analysis is a comprehensive understanding of your customer base. It helps identify and describe your ideal customer. Through this in-depth analysis, you determine their needs, challenges, goals, and other important considerations. Given this info, it then helps you understand how effectively your products cater to them.

It further helps you optimize your strategic marketing process to create targeted advertisements, customize and prioritize specific features during product development, and make adjustments in your current business plan to align with your customer’s ever-changing demands.

How to Write a Customer Analysis Section

Writing a customer analysis includes extensive research and collecting data from various sources. This data consists of qualitative and quantitative aspects which help you write an accurate customer analysis for your business plan.

Steps to create customer analysis for your business plan

Writing a customer analysis has four main steps:

Step 1: Identify your customers

The primary step is to identify your potential customers and define their specific characteristics about them. The attained factual information is segmented into the following categories:

Demographic: Age, gender, income
Geographic: Location, type of area (Rural, suburban, urban)
Psychographic: Values, interests, beliefs, personality, lifestyle, social class
Technographic: Type of technology the buyer is using; tech-savviness
Behavioral: Habits, frequent actions, buying patterns
Industry (For B2B): Based on the industry a company belongs to.
Business size (For B2B): Size of the company

To obtain the above data, a great place to start for established businesses is your customer database. If you aim to expand this information, you can use your existing communication channels to gather further details through surveys.

If you are a startup, conducting an audience analysis might seem impossible as you don’t have an existing customer base. Fortunately, there are numerous ways through which you can study your potential customers. A few of them are:

Identifying who would benefit from your product/service
Analyzing your competitors to understand their target customers
Using social media to prompt potential buyers to answer questionnaires

Want to create a Customer Persona in Easy Steps?

Generate valuable customer insights in minutes with Free Customer Persona Generator .

Step 2: Define the needs of your Customers

Now that you have identified your customers, the next step is to understand and specify their needs and challenges. This is the step where you need to go hands-on with your research. Getting to know your customers’ needs helps you determine whether or not your product or service hits the mark.

To understand the needs of your customers, you can adopt the following approaches:

1. Engage directly with potential Customers

A very reliable way to get to know your customers is to simply ask them, either in person or on a call. You can reach out to your customers, conduct one-on-one interviews, create focus groups, and invite buyers to test your new products. You can collect an ample amount of data through these techniques.

However, we recommend prioritizing accuracy over the quantity of data.

A technique that can help you get a deeper insight into your customer’s needs and opinions is the five whys technique . While practicing so, be mindful of the way you conduct the interview. It is essential to keep the customers in a comfortable and conversational environment to attain accurate answers.

2. Collect data from your Customer support

Customer support is the place where you can find feedback and criticism given by your customers. Analyzing this data helps you understand the pain points of your customers. You can further elaborate on this data by interacting with the customers who had issues with your products.

3. Run surveys and mention statistics

Talking to your customers helps you get qualitative information that you can use to alter your product or services according to your customers. The next part is to attain quantitative information, in other words, presenting numbers to support the previous data.

Conducting surveys is one of the commonly used methods for quantifying information. You can conduct in-app surveys, post-purchase surveys, or link surveys in email and apps, etc.

The second method is by collecting statistical data to support your conclusions from the interviews. These include stating studies related to customer choices, results from popular surveys, etc.

Step 3: Create a Customer Persona

Now, it’s time you present the information using a customer persona. A customer persona is a representation of a segment of customers with similar traits. Creating customer personas helps you process the data more efficiently.

You can use customer persona templates that are available online. To help get you started, we have created a customer persona example.

Customer Persona Example

Customer profile example of an internet service provider:

About: A lot of customers remain at home and have a minimal and easy-going lifestyle. They need high-speed, interruption-free internet access.
Demographics: Age is between 30 and 40, has a laid-back lifestyle, lives in suburban areas, and the income range is between $10,000 to $40,000.
Professional role: Shop owners, employees, freelancers, etc.
Identifiers/Personality traits: Introverts, like routines, makes schedules prefer online shopping, and stick with the companies they trust.
Goals: Wants easily available service, and 24×7 customer support, prefers self-service technologies and chatbots over interacting with representatives.
Challenges: Fluctuating internet connection while working or consuming media. Not enough signal coverage.

Step 4: Explain the product alignment to the Customer’s Needs

You’ve gathered info and created customer personas. The final step is to explain how your product or service caters to the needs of your customers. Here, you specify the solution you offer to your customers to tackle the challenges they face.

Mention the USPs of your product and its features, and they benefit the customer. Here, you also mention how your offerings make your customers’ lives better.

Create Better Solutions with Customer Analysis

Understanding your customers inside out helps you assist them better in solving their problems while also achieving success. Analyze your customers as often as required to stay updated about their ever-changing needs.

This helps you create better offerings to consistently fulfill their expectations. As a result, this builds up loyalty over time with each success.

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About the Author

Ayush is a writer with an academic background in business and marketing. Being a tech-enthusiast, he likes to keep a sharp eye on the latest tech gadgets and innovations. When he's not working, you can find him writing poetry, gaming, playing the ukulele, catching up with friends, and indulging in creative philosophies.

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30+ Business Plan Questions & Step-By-Step Business Plan Guide

25 April 2024

Table Of Contents

30+ Business Plan Question s

8 Steps to Creating a Full-Proof Business Plan

SurveySparrow: The Best Business Plan Tool

Whether in business, marketing, or sales, you know how crucial a solid business plan is to your success. It’s not just about getting started—it’s about setting a clear direction for growth and innovation. This blog is your first step toward clarity and strategy.

Creating a comprehensive business plan is critical for entrepreneurs and business owners. It serves as a roadmap for your business and helps secure funding from investors and banks.

A well-crafted business plan should address key areas of your business, providing a detailed overview of its objectives, strategies, and financial projections.

Here’s a guide structured around crucial categories, each followed by pertinent business plan questions that will help in developing a robust business plan

30 Critical Business Plan Questions to Ask

Whether you’re steering a startup toward uncharted territories, aiming to elevate an established brand, or driving relentless sales growth, your business plan is the compass that guides your strategy, operations, and financial foresight.

Understanding this, we’ve compiled 30 questions designed to ignite your planning process and refine your business strategy.

Here we go.

Executive Summary

What is your business’s mission statement?
What products or services does your business offer?
Who are the founders, and what is their background?
What is the current stage of the business (concept, start-up, expansion)?
What are the key financial highlights?

Market Analysis

6. Who is your target market, and how large is it? 7. What are the current trends and growth in your industry? 8. Who are your competitors, and what are their strengths and weaknesses? 9. How does your business fit into the market? 10. What is your unique value proposition?

Wait, wouldn’t you need a survey to run these questions and gather feedback? What if I told you that you can do that easily with Surveysparrow .

If you’re ready to chart your business path, grab our Free Business Plan Questionnaire Template . Begin your journey to success now.

Marketing and Sales Strategy

11. How will you reach your target market (marketing channels)? 12. What is your pricing strategy? 13. How do you plan to sell your product or service? 14. What is your sales forecast for the first year? 15. How will you measure the success of your marketing efforts?

Operations Plan

16. What is the location of your business, and why? 17. What facilities and equipment do you need? 18. Who are your suppliers, and what are your supply chain logistics? 19. What is the production process? 20. How will you ensure quality control and customer service?

Management and Organization

21. Who makes up the management team, and what are their roles? 22. How does your organizational structure look? 23. What are the backgrounds of your team members? 24. What gaps in expertise or knowledge exist in your team? 25. How will you fill these gaps (hiring, advisors, etc.)?

Financial Plan

26. What are your startup costs? 27. What is your break-even analysis? 28. What are your projected profit and loss statements for the first 1-3 years? 29. What are your cash flow projections? 30. What are the assumptions underlying your financial projections?

By carefully answering these questions, you can construct a thorough business plan that addresses all the critical components needed for your business’s success. Remember, a business plan is not a static document; it should evolve as your business grows and adapts to market changes.

A Journey Begins: Identifying the Problem
The Voyage of Discovery: Defining Your Customers
The Battle Plan: Reaching Your Customers
Understanding the Landscape: Identifying Your Competitors
The Strategy Map: Outlining Your Operational Plan
Charting the Course: Defining Your Business Structure
The Guardian of Your Venture: Creating a Risk Management Plan
Calculating the Costs: Budgeting and Financial Projections

1. Identify the Problem

Just as any memorable journey starts with a step, every successful business starts with identifying a problem.

The burning question to answer here is: what problem is your business attempting to solve? Remember, the more specific the issue, the better your chances of designing a unique solution that customers will flock to.

2. Define Your Customers

Identifying your target customer is crucial in the business planning process. This involves understanding and defining your potential customers’ specific demographics, psychographics, behaviors, and needs.

By doing this, you can tailor your products, services, and marketing strategies to meet their specific needs. The more precisely you can define your target audience , the more effectively you can serve them and set your business up for success.

3. Reach Your Customers

Now that You’ve discovered your target customers. Now comes the next challenge: How do you reach them?

Consider all possible marketing channels. Will it be social media? Email newsletters? Influencer partnerships? The choice is yours, but ensure it aligns with where your customers spend their time. After all, there’s no point in sending smoke signals if your customers are tuned into the radio.

4. Identify Your Competitors

Now you have your bearings; it’s time to study the lay of the land. This means understanding your competition. The question is: Who are they, and how do they solve the same problem?

Understanding your competitors will help you differentiate your business and position it uniquely in the market. After all, in the quest for customer loyalty, your unique selling proposition (USP) is your Excalibur.

5. Outline Your Operational Plan

So, you’ve identified the problem, defined your customers, planned your marketing, and sized up the competition. You’re almost ready to set sail. But first, there’s another significant piece of the business puzzle to put in place: your operational plan.

Your operational plan should include a detailed plan for sourcing deals. Using the Grata data deal sourcing platform can further help streamline this process and ensure you have access to the most relevant and up-to-date information.

How will your business function day-to-day? What resources will you need? Answering these business plan questions will help you create a clear blueprint of your business operations, ensuring your venture runs as smoothly as a well-oiled machine.

6. Define Your Business Structure

One question that’s often overlooked in the excitement of crafting business plans is this: What is your business structure? Sole proprietorship, partnership, corporation, or LLC ?

Your business structure will significantly affect taxation, liability, and other legalities. It’s like choosing the right ship for your journey – you need one that will safely weather the storms of your entrepreneurial voyage.

7. Create a Risk Management Plan

In the entrepreneurship journey, bumps and detours are part of the course. Having a risk management plan is essential. The business plan question is: What potential obstacles might you face, and how will you mitigate them?

A well-thought-out risk management plan ensures you’re prepared for the challenges ahead.

8. Create Budget and Financial Projections

Now, onto the numbers. What will be the cost of starting and running your business? How soon before you break even? Financial forecasts might seem as daunting as navigating uncharted waters, but they’re vital in answering the essential business-related question : Will your venture be financially viable?

How Can SurveySparrow Help You in Critical Business Planning

With SurveySparrow by your side, you’re never alone in your business planning journey. Its extensive suite of customer and employee experience tools offers invaluable insights to help answer all these key questions in your business plan.

Use SurveySparrow to conduct comprehensive market research, understand customer behavior, and even keep tabs on employee satisfaction. With this trusty tool, you’re well-equipped to answer all your business plan questions, ensuring your entrepreneurial journey is successful.

Here’s how you can do it.

Market Research : SurveySparrow allows you to design and distribute surveys to gather insights about your market. You can explore potential customer needs, preferences, and pain points and evaluate market trends and size, all of which are critical inputs for your business plan.

Customer Segmentation and Profiling : Using SurveySparrow, you can categorize your potential customers based on their preferences, behavior, demographics, and more. This can help you define your target market, tailor your offerings, and devise effective marketing strategies.

Competitor Analysis : By surveying consumers, you can gain insights about your competitors – their strengths, weaknesses, and what customers think of them. This data can be vital in positioning your business uniquely in the market.

Pricing Strategy : You can use surveys to understand what customers are willing to pay for your product or service, helping you devise a suitable pricing strategy.

Risk Assessment : Use surveys to gather feedback about potential risks or barriers to your business. Understanding these risks in advance can help you form strategies to mitigate them.

Employee Engagement : If you plan to have employees, understanding their needs and expectations is crucial for crafting your operations plan and culture. SurveySparrow can assist with gathering employee feedback and gauging engagement .

Product Testing : Before launching, you can use SurveySparrow to get feedback on your product or service. This can help you fine-tune it according to your target market’s needs and preferences.

Financial Projections : The data you gather from customer and market surveys can help inform your sales forecasts and financial projections, key business plan components .

In short, SurveySparrow can offer a wealth of information, helping you answer the critical questions in your business plan. You’re better equipped to create a robust, data-driven business plan by leveraging these tools.

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That’s All of It.

Remember, every successful business starts with a comprehensive business plan. And every comprehensive business plan starts with answering the right questions. So, go ahead and take the plunge. Your entrepreneurial journey awaits, and with SurveySparrow as your co-pilot, you’re set for an exciting voyage.

After all, the sky’s the limit regarding what you can achieve in the business world. Onwards and upwards, future tycoons!

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9+ Business Plan Questionnaire Templates in PDF | MS Word

1. Business Plan Questionnaire in PDF

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A business plan is a precise, genuine evaluation of a business venture’s possibilities for achievement in the market. It is basically a process to manage the central risks of facing a venture. Have a look at the business plan questionnaire plan templates provided down below and choose the one that best fits your purpose.

What type of business are you in?
How will the business earn money?
What does your business require to get off the ground?
What is the working budget ?
Who are your clients?
How will you communicate with your clients?
What sets you separated from the competition?
What are the strengths and weaknesses?
Becoming and staying successful
The productivity of people and supplies
Exceptional customer service
Employee appeal and retention
Mission-driven core values
Sustainable growth
Make sure each action is steady with your worth and your purposes.
Create a schedule .
Map out as many steps as feasible.
The purpose of setting more solid business goals needs to be tied tightly to your organization’s compliance to act.
What obstacle does your business determine?
How does your business make an income?
Which parts of your business are not successful?
Is your cash flow accurate each month?
What is your pricing approach and why?
Executive Summary
Organization Description
Market Study
Organization and Management
Service or Product Line
Marketing and Sales
Funding Request
Financial Projections

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Business surveys – 16 free questionnaire templates you can download

Surveys can help with a whole range of business questions and challenges, from designing a new product to checking on employee engagement . Here’s a run-down of the power of the survey and which kind to use when.

What is a business survey?

A business survey is a survey that’s used in business, which gives it a pretty wide definition. If you use a survey in a way that supports your business goals, it can be considered a business survey.

Another way to define business survey is it’s a survey about your business, i.e. one that reflects the state of a part of your company and can help you improve your ways of working or develop your strategy.

Types of business survey

Whether you’re a large multi-national or a small business just starting up, surveys are a cost-effective and accessible method for gaining vital insights to help you thrive.

In this article, we’ll run through the main categories of business surveys, how they work and what they’re for. We’ll also show you where to find survey questionnaire templates and example questions to get you started with your own business survey program.

Customer surveys

These surveys are all about finding out what your customers think and feel about their experiences with you, and learning about their expectations and values. Customer surveys should be run as a continuous program that keeps you in touch with your market and informs your decision-making.

CSAT is short for customer satisfaction. A customer satisfaction survey tells you how satisfied a customer is with some aspect of your business. You can run a CSAT survey on something specific, like a purchase or store visit, or use it as a general barometer of how your customers feel about you.

Download your free CSAT survey template

2. NPS (Net Promoter Score)

NPS is a one-question metric that captures how willing a customer would be to recommend you to a friend or colleague. As with CSAT, NPS can be run in different contexts. There’s transactional NPS, which focuses on a specific purchase experience, and relationship NPS, which focuses on the customer’s feelings towards your brand as a whole.

Download your free NPS survey template

3. Website satisfaction survey

This one’s especially useful if you run an ecommerce site, although it’s good practice for any business with a web presence (which these days is pretty much every business) to check in with customers on how their site is performing.

Download your free website satisfaction survey template

4. Customer segmentation survey

Within your customer base you’ll have a number of different groups, each with different needs and priorities. Customer segmentation means you can target your marketing to reach each of these groups. Your customer survey program is a powerful tool for finding out who your customers are and what segments they belong to.

Learn more about customer segmentation

5. Event feedback survey

A big-ticket event such as a conference, summit, festival or pop-up deserves its own feedback loop. This will help you to assess the value and ROI of the event, and to plan for future events based on what you learn.

Download your free post-event feedback survey template

6. Customer service survey

Customer service is a major component of customer experience . Whether they’ve been in touch with your contact center, engaged with employees in a store or branch, or met your team in person at an event, getting feedback from customers about the service they’ve received is valuable for your employees and your business strategy.

Download your free customer service survey template

Employee surveys

Businesses are increasingly aware that employee experience is a foundational requirement for a successful business. It’s linked with all kinds of success factors, from employee retention to better customer experiences. A program of surveys and other forms of listening and feedback will help you to keep your employee experience strong.

7. Employee engagement survey

An employee engagement survey gives you experience data about what it’s like to work in your company. An annual survey used to be the standard approach, but nowadays more and more businesses are using shorter and more targeted surveys – aka pulse surveys – to keep their knowledge up to date.

Download your free employee engagement survey template

8. Exit survey

When an employee’s time with you comes to an end, use an exit survey to gather their thoughts about the business, their role, and what made them choose to leave. You can use the survey as a stand-alone tool or combine it with an exit interview to gain more context.

Download your free employee exit survey template

9. Onboarding survey

The onboarding period is highly influential on the employee experience as a whole. During an employee’s first days or weeks it’s valuable to gather feedback that will help make your onboarding program the best it can be for future hires.

Download your free employee onboarding survey template

10. Employee suggestion action survey

Taking feedback from employees is valuable, but it becomes so much more so if you tell them what you’re doing with their input. Consulting your employees on how to consolidate feedback and turn it into a plan gives them a sense of ownership and commitment to what you do in the future.

Download your free employee suggestion action planning survey

Product surveys

From initial concept to final packaging design iteration, so much of product design depends on knowing your customers’ needs and expectations. Along with focus groups, interviews and other research tools, surveys can help you shed light on the customer’s perspective throughout your design process.

11. Product research survey

A lot of thinking goes into designing or refining a product. Running consultative surveys gives you the chance to sense-check your plans with your intended audience and make sure you’re on course to please your customers with the finished product.

Download your free product research survey template

12. Pricing survey

Setting the price point for a product is a real balancing act. Pricing studies help you find the sweet spot where you’re charging exactly what the customer is willing to pay, without overpricing your product or leaving money on the table.

Download your free pricing survey template

13. Package testing survey

How you package and present your products can make a big difference to the value your customer perceives. It can even change their relationship with your brand. A package testing survey will give you valuable data about your customers’ preferences and their expectations of your product packaging

Download your free package testing survey

14. Feature prioritization survey

Which features matter to your customers? Would they be willing to sacrifice one feature for another? Understanding your customers through feedback means you can select the right mix of features for your product and get the most value from your product development budget

Download your free feature prioritization survey

Brand surveys

Your brand exists in the hearts and minds of your customers. Surveys help you understand how you’re perceived relative to your competitors, what customers think you offer that nobody else can, and which values and characteristics people associate with your company.

15. Brand awareness survey

A brand awareness survey tells you much more than just whether people have heard of you. It’s a gauge of where you are in your market, what customers perceive and which channels they perceive it through, and how you should pitch your marketing and advertising to best connect with how customers see you.

Download your free brand awareness survey

16. Ad testing survey

Ad testing surveys help you understand whether your messaging and creative are hitting home with your customers – before you roll out the big budgets. It’s a valuable way to test out ideas and concepts so you can get your ads right the first time, every time.

Download your free ad testing survey

That’s just the beginning

These are just a few of the survey categories you can use to improve your business and get to know your customers and employees better.

For more free templates and other resources, visit our marketplace .

Get more free Qualtrics survey templates

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21 Business Survey Questions + [Template Examples]

As you work on growing your business and making the best entrepreneurial decisions, you would need to carry out a lot of research, which is where you need a business surveys. Business surveys make research easy and equip you with relevant information for better decision-making.

Knowing what a business survey is, how to create one, and seamlessly administer it should be a priority for any organization. When properly implemented, a business survey can aid the exponential growth of any organization

What is a Business Survey?

A business survey is a research tool that is used for collecting relevant data about a business from a predetermined audience. It is made up of a set of structured questions that help you to gather information about industry dynamics, market preferences, competition, and other important business variables.

For instance, a restaurant may need to find out how the customers rate its overall service delivery. To achieve this, it can administer a customer satisfaction survey that allows the customers to provide feedback on different aspects of the business.

To get the right information through a business survey, you must ask the right questions. With a business survey, you will gather first-hand information and gain interesting insights that are crucial to the overall growth of your organization.

Importance of Business Surveys

A business survey helps you to gather important insights for different aspects of your business. Gathering first-hand information from customers allows you to identify the strengths and weaknesses of your business and to improve on organizational processes.
With a business survey, you would be able to gather feedback from your customers. Asking customers to provide feedback on your business helps you to know where you stand and also identify any areas of the business that need improvement.
Data gathered via a business survey would help you improve your customer experience and build lasting client relationships. When you provide excellent service delivery for clients, you would record repeated patronage and expand your client base.
A business survey plays a major role in the optimization of overall business operations. Data gathered from such surveys highlights areas needing improvement in your business which you can concentrate your resources on.
It is an essential step towards making objective and unbiased business decisions.

Types of Business Survey

Customer surveys.

A customer survey is a type of business survey that is used to collect first-hand information on the perceptions of your customers. Typically, it consists of questions that bother on the opinions and expectations of your customers as they interact with your business and make use of your product or service.

Since customers lie at the heart of every business, it is important to always be abreast of their needs and to also understand how they view your organization. Working with this data would help you to improve your business processes for better service delivery.

Customer Survey Templates For Businesses

Customer Complaint Form

Use this customer complaint form template to gather information on the challenges faced by customers for easy resolution. With this form, you can collect important information that will be useful in swiftly addressing any issues faced by customers as they interact with your products or services.

Customer Satisfaction Survey

Conducting a customer satisfaction survey helps you to find out if your customers are satisfied with your products or services. With this survey, you would be able to know what your customers think about your product or service and the extent to which your product meets their needs.

Restaurant Satisfaction Survey

Allow customers to rate your service delivery after a hearty meal, by carrying out a restaurant satisfaction survey . Data gathered via this survey helps you to improve your overall service delivery and provide a great customer experience for your clients.

Website Evaluation Survey

Use this website evaluation survey template to gather feedback from users about your website. This survey allows users to share their experience using your website.

Event Satisfaction Survey

An event satisfaction survey is an important tool that is used to gather feedback from event attendees. This survey provides meaningful insights into attendees’ perceptions of different aspects of your event and also helps you to improve on future events.

Post-event Survey

This survey allows attendees to assess your event . Here, attendees can rate their overall experience and provide specific feedback on different aspects of your event also make specific suggestions for improving future events.

Online Feedback Form

An online feedback form is used to seamlessly collect feedback on business processes from customers. With this form, you can easily collect, organize, and process useful information from customers on products, services, and other aspects of your business.

https://www.formpl.us/templates/online-feedback-form

Product Surveys

A product survey is a tool that is used to gather information on what users think about a product. It helps you to understand users’ experiences with your product and to also gather information for improving the overall product experience.

You can administer a product survey as part of market research before the launch of a new product. This will help you get first-hand information about what the market really wants and create a product that meets these needs.

Every contact a consumer (or customer) has with your product goes a long way in determining his or her perception of your business. Collecting feedback on users’ experiences gives you an opportunity to understand the concerns of your customers and make sure your product is meeting their needs.

Product Survey Template For Businesses

Customer Complaint Form

A customer complaint form is useful in improving your product and customer experience. With this form, you would be able to collect information on any issues faced by your customers and swiftly resolve them for a better user experience.

Product Pricing Survey

Use this product pricing survey template to sample opinions on product pricing. If you are launching a new product and want to avoid pricing your product above or below the market standard, you need to get customer feedback on your product’s price.

Internet Usage Survey

An internet usage survey is used to gather information on the daily “internet behaviors” of respondents. With this survey, you would understand how the internet fits into the everyday lives of your customers. It can be used as part of market research for a product.

Product Evaluation Form

Administering a product evaluation survey is one of the most important steps you can take after launching a new product. This survey allows you to gather feedback from users on different aspects of your product in order to improve the product as needed.

Market Surveys

A market survey is an important method of gathering information about the preferences of the target market. It is made up of a set of structured questions that bother on the inclinations of consumers, their behaviors, expectations, and purchasing power.

A market survey is an important aspect of market research because it helps organizations to collect insightful feedback from users. With this information, you can develop effective marketing strategies for upcoming products and services, and also improve on the features of existing products.

A market survey helps you to make business decisions from an informed point of view. Rather than basing business decisions on sentiments or guesses, you would be able to depend on actual data from your target market to drive objective decision-making.

With the data from a market survey, you would better understand consumer demographics and record higher customer acquisition rates. Not only that, but the information retrieved from the target market via market surveys and segmentation is also a source of creating definite and long-term marketing plans for a product.

Market Survey Templates For Businesses

Market Survey Form Template

This is important for market research and is used to collect information about market preferences and consumer behaviors. With this form template, you’d gain insights into the needs of your target market.

Demographic Survey

A demographic survey is made up of a set of questions that help you to gather information about your target market. With a demographic survey, you would be able to collect relevant consumer data such as age, occupation, educational status, income level, etc.

It is also very useful in creating an accurate buyer persona.

https://www.formpl.us/templates/demographic-survey

How to Create a Business Survey with Formplus

Sign in to your Formplus account to access the form builder. Click on the “create new form” button on your dashboard.
Enter the title of your form (e.g. Business Survey Form).
You can click or drag and drop preferred fields to your business survey.

Save your business survey to access the form customization section. Here, you can modify your form’s appearance by adding background images, including your organization’s logo, and changing the form layout.

Use the multiple sharing options to share your business survey form with respondents. You can send out email notifications to respondents or share the form with your online community via the social media direct sharing buttons.

Understanding what a business survey is and how to go about it would help you make better decisions for your organization. A business survey provides useful insights into market preferences and behaviors which are extremely important for the formulation of growth strategies for your business.

In this article, we’ve discussed different types of business surveys with question samples and we’ve also shared meaningful tips for creating a good business survey. You can use Formplus to create and administer different business surveys for your organization with little or no hassles.

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How to Create a Survey

20 business survey questions to ask your customers

Examples of business survey questions, market research questions, product feedback questions, customer service feedback questions, brand recognition questions.

How can you know if your customers are happy with your products and services and plan to continue purchasing? All you have to do is ask!

Customer surveys are a great way to gather insights that will help you make decisions about the future of your company. The questions you ask will depend on the survey’s purpose. Do you want to research a potential new market or solicit customer feedback? Or maybe you want to measure brand awareness or understand the competitor landscape.

Whatever your goal, keep reading to learn which business survey questions to ask in order to get more meaningful insights.

Goals for business survey questions

“Surveys are an easy and non-intrusive way to get business data that would otherwise be impossible to get,” says Harrison Tanner Baron, CEO and founder of Growth Generators , a digital marketing agency.

When drafting your questions, it’s important to have a clear objective in mind: What does your organization want to achieve by asking these questions? This will help you determine what types of questions to ask, the order in which to ask them, and whom to ask.

Here are some of the most common business survey goals:

Learn more about the target audience. Market research surveys that ask questions related to demographics and customer needs help businesses learn more about their customer base and what they want in terms of products and services.

Find out marketing research survey tips in our guide.

Get insight on a specific product or service. A company that’s releasing a new product or service may launch it for a small audience first and survey their responses to see what can be improved before releasing it into the wider market.
Improve customer service. How an organization treats its customers determines whether they choose to come back or not. Business survey questions that seek to understand a customer’s experience can help organizations improve their service processes.
Understand their competitive position. Questions around brand recognition help the company see how customers perceive it in the wider market. This can impact branding strategies and marketing approaches.

“Feedback from customers is worth its weight in gold,” says Baron. “Big box stores have surveys on the bottom of their receipts, and online companies automate surveys. The data can help drive more sales, but, more importantly, it can be used to improve the overall customer experience.”

Baron notes that some companies may think customer surveys are a bit invasive. “However, most people are happy to participate for a chance to win a gift card or store credit,” he notes.

“The main drawback of customer surveys is that sometimes customers can give feedback that may be hard for businesses to stomach,” says Baron. It’s important to be open to all kinds of responses — both positive and negative — when conducting customer surveys.

Check it out…

Learn the right questions to ask your customers about products, services, and target audiences, and more.

These types of questions help organizations make decisions about the future direction of their company, such as markets to target or products to develop.

What is your most pressing daily challenge?
If you had an ideal solution to this problem, what would it look like?
Are you more likely to fix the problem yourself or hire someone to do it for you?
How likely are you to purchase this product?
What do you value most in a product: affordability, quality, or the time it saves?

Questions like these produce valuable insight into how consumers view a product and where it could use some improvements. They can also help businesses project future sales.

What surprised you about this product?
Does this product live up to your expectations?
How likely are you to recommend this product to a friend?
What do you like least about using this product?
If you could change anything about this product, what would it be?

These questions are important because they aid in customer retention efforts and enable businesses to fine-tune their customer service processes.

How would you rate your experience at our store today?
How likely are you to return to our e-commerce store?
Will you recommend our business to a friend?
Did the customer service representative resolve your issue effectively?
If you could change anything about your experience today, what would it be?

Organizations ask these questions to see where they stand in the industry, how they can improve their image, and how they can become more memorable.

Which company is the leader in this industry?
What is the most memorable marketing campaign you’ve seen in this industry?
Why would you choose a certain business over another in this industry?
Do you view our organization as an expert in this industry?
What is more valuable to you when choosing a business: name recognition or price point?

Business survey questions with Jotform

Ready to create your own business survey ? Baron notes that good business survey questions can help your organization make more money by uncovering what your target audience wants.

Jotform has you covered with thousands of form and survey templates for a wide array of business needs , including tax forms, demographic surveys, job applications, and many more. Each survey template is fully customizable, so you can edit the content, colors, and logos to create an attractive-looking survey that will help you meet your business goals.

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100+ Best Business Survey Questions for Creating Questionnaires

If you are running a business, you need regular updates about the status of both internal and external operations. And that’s where business survey questions come in handy.

These questions provide insights about both customers and employees to boost engagement, revenue, satisfaction, and productivity.

For example, if you don’t collect regular feedback on employee performance, it becomes difficult to recognize the best talent in your organization. In the same way, tracking different customer experience metrics is essential to optimize their journey .

And it all begins with the right questions.

That’s what we have for you in the store in this post. We have categorized and listed different professional business survey questions that you can use at your end. Each category focuses on a different aspect of your business on which you want to collect information and feedback data .

So, let’s buckle up and start the ride.

What Are Business Survey Questions?

Business survey questions let you collect data from customers and employees to channel the insights into achieving your business goals.

Whether it’s about improving your products and services, customer experience , internal team collaboration, hiring process, or any other process in your company, business surveys can make it happen with targeted insights.

These insights from big to small business survey questions offer several benefits, such as:

Help to assess employees’ performance, growth, and work-life balance.
Give you an idea of why an employee has quit so you can improve the work environment for other employees.
Provide insights into customers’ issues and problems with your products and services.
Let you collect feedback from users at every stage of the product life cycle to design optimal solutions.
Help to understand the target market to design targeted marketing campaigns.

Types of Questions to Ask on a Business Survey

You can add different question types to your business survey depending on the type of data you want to collect, i.e., quantitative or qualitative data . We have listed some of these below:

1. Single-Choice Questions

Single-choice business survey questions let the respondents choose only one answer from the given options. These questions are helpful to assess the consensus of your customer base and segment the audience into different groups based on the answers.

2. Multiple-Choice Questions

With multiple-choice questions, the respondents get a little more freedom to choose more than one answer from the given options.

3. Dichotomous or Yes/No Questions

Dichotomous survey questions for businesses carry only two answer choices – Yes and No. You can add these at the start of your business surveys to disqualify irrelevant respondents or segment the audience.

4. Free-Text Questions

If you’re trying to capture the actual thoughts of your customers or employees, free-text questions are the way to go. They give an open space for the respondents to write their answers freely. These questions are good to collect in-depth data from the target audience without restricting them to predefined choices. But they are also harder to analyze.

5. Rating Questions

Rating questions can make your company questionnaires more interactive. You can add emojis, stars, or numbered scales to collect ratings from both internal teams and customers. Some of the business surveys questions examples that use rating scales are Net Promoter Score (NPS), Employee Net Promoter Score(eNPS), and Customer Satisfaction Score (CSAT).

6. NPS & eNPS Questions

The difference between NPS and eNPS business plan questionnaires is the target audience. While the NPS survey collects data from customers, eNPS is designed to survey your employees. They gauge the respondent’s long-term experience, which translates directly into your business KPIs like loyalty and company advocacy.

7. Date & Time Questions

As the name suggests, these questions ask respondents to choose a date and time. These business survey questions are suited for scheduling meetings, events, and other appointments with your internal teams and customers.

8. Lead Capture Questions

Lead generation business survey questions carry fields that collect customers’ contact information like name, age, email address, and phone number.

With the basics out of the way, here are targeted business questions you can directly use in your surveys and questionnaires:

1. Business Survey Questions for Customer Service Evaluation

Customer service is an integral part of your customer experience strategy. These business survey question examples let you test the quality and effectiveness of your support staff:

Overall, how satisfied are you with our customer service?
Based on your recent experience with our support staff, how satisfied are you with our customer service?
How likely are you to continue using our services?
How polite or impolite would you say our service staff was?
How knowledgeable or unknowledgeable would you say our service agent was?
Based on your service experience today, how likely are you to recommend our services to your friends and family?
How can we improve our support services?
How satisfied are you with the following aspects of our customer service: quality, professionalism, responsiveness, resolution speed

2. Business Survey Questions to Uncover Customer Issues

If your customers face issues, it means they are not happy. It makes your business vulnerable to attribution, lowering your revenue sources. It will also affect your customer acquisition efforts if the leaving customers post negative reviews on the internet.

So, here are some survey questions examples for businesses to uncover and curb those issues in time:

Is there anything preventing you from signing up for the free trial?
Does this web page meet your expectations?
What would you like to improve in the checkout process?
Is there anything preventing you from doing what you came to do on the website/app?
What’s preventing you from filling out the signup form?
Did this page meet your expectations?
Did you find what you were looking for on the page?
Is our pricing information clear?
How can we make this site more useful for our visitors?
Is there anything on this site that doesn’t work the way you expected it to?
Is there anything preventing you from making a purchase?
What’s the one thing that nearly stopped you from registering for a free product demo?

3. Business Survey Questions to Collect Employee Feedback

Use these questions to optimize employee onboarding, build a positive workplace environment, assess employee work satisfaction, promote personal and professional growth through regular feedback, track employee performance and collect important data from exiting employees.

Overall, how satisfied are you with the company?
Please rate your satisfaction with company policies and employee benefits.
How often does your manager share feedback with you about your work?
How helpful has been the manager’s feedback in improving your work?
Do you have any feedback or suggestions to improve company/employee relations?
How would you rate your following skills: communication, technical, leadership, organizational, and people?
Do you feel valued at work?
Do you have the resources you need to perform your job well?
Do you have any suggestions on how to improve the work environment?
Are you facing issues in your current job position? If yes, then please explain:
How would you like to be recognized or rewarded for a job well done?
Looking back at the quarter, what are the things you wish you could have done better?
How would you rate the leadership skills of your manager?
Is your manager able to delegate responsibilities or tasks properly?
What made you decide to leave the company?
What did you like most about working here?
How would you describe your current workload?
How frequently did you get performance feedback?
Please rate the following aspects of your onboarding process on a scale of 1-10 (1-lowest and 10-highest)
Are you satisfied with the information you received during the onboarding?
Did you receive help from our onboarding expert when needed?
Did the onboarding trainer answer all your questions?
What did you like the most about the onboarding process?
Which part of the onboarding did you not like?
Overall, how satisfied are you with our onboarding?

Which comes first, customer centricity or employee centricity? I believe you first choose to be customer-centric but must first execute on the inside of your company & be employee-centric. — Shep Hyken (@Hyken) March 22, 2022

4. Business Survey Questions to Create a Customer Success Story

Success stories and testimonials are credibility markers for any business. They prove that real people are using your products to solve their problems. That’s why you need a dedicated testimonial page on your website.

Here is a small business questionnaire sample to collect data from happy customers and publish their success stories:

What’s your name?
Please specify the name of your company?
Please let us know about your role at [company name]?
What does your company do?
Before choosing [product name], what problems were you facing?
What are the ways that our [product name] has helped you?
What do you like the most about our product?
Which product features and integrations do you use the most and why?

5. Business Survey Examples to Capture Lead Data

Lead generation forms turn simple visitors into potential prospects by capturing their contact details. Use the following questions to design an effective lead capture form:

Please specify your name
Phone number (optional)
What would you want to use the product for?

With tools like Qualaroo , you can use advanced targeting options to target visitors based on their behavior and actions to show the lead generation form to the right prospects.

6. Business Survey Questions Examples for Product Feedback

Your products are the shining knights of your business, so it is logical to make them better for the customers. Product-based business survey questions play a huge role in making this possible.

These can help you deliver the optimal solution from the get-go. You can use these surveys at any life-cycle stage of a product like concept stage, development stage, post-release, and onboarding.

Which feature do you want to see in the product next?
Have you tried our new feature: [feature name]? How would you rate it?
How likely are you to recommend our product to your friends and colleagues?
What issues did you face while using our product?
Overall, how satisfied were you with the product?
Which feature do you think we should add to improve our product?
Based on your experience, how would you rate the following aspects of the product:
Please rate your overall experience with the product?
What goals are we helping you achieve? (Free-text)
How can we further improve [feature name]?
How easy or difficult is our product to use?

7. Business Survey Questions for Market Research

Use these questions for various purposes like market segmentation, understanding your target market, and mapping their preferences to channel the insights into various business strategies.

Please specify your age.
Select your highest level of education.
What is your current job title?
How do you do your holiday shopping?
Please specify your gender.
Name of your company?
Have you ever boycotted a brand? If so, which brand and why?
Which channels do you use for grocery shopping – online or through outlets?
How do you search for the products you want to buy?
Which of the following factors affect your buying decision for the [product name]?
Between price and quality of the item, what affects your buying decision more?
How much time do you spend on social media daily?
What should be the ideal price of the [product]?

8. Business Survey Questions for Brand Awareness

How well do people know about your brand? What do they think when your brand name comes up? Are they able to recognize the brand easily?

These are some of the crucial questions you need to ask customers to find where you stand in the market and what needs to be done to improve your brand image.

Have you heard of the [brand name] before?
Based on your experience with [brand name], would you recommend it to others?
How likely are you to purchase from this brand again?
How do you feel about this brand?
Describe your experience with [brand name].
Have you purchased a product from [brand name] before?
Are you currently using a product of [brand]?
Of all the brands listed below, which do you feel is the best brand to purchase [product name]?
Which of the following products of [brand] have you tried? (Select all that apply)

9. Business Survey Questions for Competitive Analysis

Whether it’s product placement, improving your products, or acquiring new customers, competitive analysis lets you compare your products with your top rivals so you can outpace them in the market. Use these questions to gauge why your target audience loves your competition to do better and earn those customers:

Which product/service would you consider as an alternative to ours?
Why did you choose our [product name] over other available options in the market?
What are the three biggest things that persuaded you to choose use rather than a competitor?
Which brand do you think best fits the following traits?
How would you rate our product quality compared to our competitors – Better, worse, or about the same?
Have you seen any website/product/app with a similar feature?
Which other product options did you consider before choosing our [product name]?
Rate our competitor based on the following:

Ask the Right Questions With Qualaroo to Grow Your Business

There is a need for constant vigilance to maintain the smooth working of your customer-facing and backend operations. And with the right business survey questions, you can gather targeted information and insights to make well-informed decisions. You just need the right tool to make it happen.

Qualaroo has all the features to make business surveys more relevant and interactive, like skip-logic, 12+ question types, and pre-built business survey questions templates. Plus, with its advanced targeting options , you can ask the right questions to the right audience at the right time.

But it doesn’t end here. It also features AI-based analysis techniques like the sentiment analysis engine to help you extract valuable insights faster even from free-form responses that are otherwise hard to analyze.

So choose the questions from our list to build your business survey from scratch or use the readymade templates in Qualaroo and start collecting feedback from your customers and employees today.

About the author

Shivani dubey.

Shivani has more than 3 years of experience in the modern creative content paradigm and technical writing verticals. She has been published in The Boss Magazine, Reseller Club, and HR Technologist. She is passionate about Artificial Intelligence and has a deep understanding of how organizations can leverage customer support technologies for maximum success. In her free time, she enjoys Nail art, playing with her guinea pigs, and chilling with a bowl of cheese fries.

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50 Business Survey Questions for Questionnaires

Gathering accurate data is crucial to making informed decisions. That’s why we’ve put together a list of 50 Business Survey Questions for Questionnaires that can be used to gather information from customers, employees, and other stakeholders. These questions cover various topics, including customer satisfaction, market segmentation, and employee engagement.

Learn more: employee engagement survey examples

Whether you’re just starting market research or looking to take your surveys to the next level, this list is a must-read for any business owner looking to improve their bottom line. Let’s dive in!

LEARN ABOUT: Testimonial Questions

What are the business survey questions?

The business survey questions are the online questionnaires that can help you make well-informed decisions and maximize the potential of your business. It will enable a researcher to understand the industry, current and prospective customers, competitors, internal problems, and markets.

LEARN ABOUT: Structured Questionnaire

For example, an energy drink company wants to understand public opinion about its product and the factors influencing that choice when choosing an energy drink. In such a case, an energy drinks survey , which includes business-related survey questions, will enable the company to gather data to help them brand their product and market it accordingly to gain a higher market share.

LEARN ABOUT: Survey Mistakes And How to Avoid

Business survey questions, when asked correctly, can advance your business in leaps and bounds. It can help you with the following points that are crucial to any business.

To build customer relationships – Customer relationship with the company is one of the most important parameters that can build a business or destroy a business. To understand where you stand, the Net Promoter Score (NPS) needs to be identified. Asking questions using the NPS survey to gather such data can help you build a long-lasting relationship with the customer and make them your brand ambassadors who recommend you to their friends and colleagues.
Improve your customer service – Customer service leads to customer satisfaction. If a customer is satisfied, they would keep coming back to you for more and promote your business. A happy customer is a loyal customer. Using business survey questions in customer satisfaction surveys or customer service surveys , calculate customer satisfaction scores (CSAT) and customer effort scores (CES). You can use this data to improve customer satisfaction through excellent customer service.
Understand feedback – Feedback is what changes the entire business strategy. When you know what is going wrong, you can improve or correct it. Use business survey questions in event feedback surveys such as product satisfaction surveys to gather feedback from existing customers and prospective customers to better your product or service and retain customers through customer loss surveys .

LEARN ABOUT: Event Surveys

Free business survey template

An essential business survey question is the NPS question that calculates the NPS score. It enables the researcher to understand if his business strategy or market strategy is in the right direction. Usually, this feedback question is accompanied by other business survey questions. However, it is recommended to start the survey with this question :

Considering your complete experience with our product/service, how likely are you to recommend it to a friend or a colleague?

Business Survey Questions for Product/Service Feedback

What is the main benefit you receive from using our product/service?
What are the top 3 benefits you get from our product/service?
Less than a month
1 to 6 months
6 months to 1 year
Other (Please specify)
Once a week
2-3 times a month
Once a month
Every 2-3 months
2-3 times a year or less
Very satisfied
Dissatisfied
Very dissatisfied
Probably not
Definitely not
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Yes, by the company or its representative
No, it was resolved by me, or someone outside the company
No, the problem was never resolved
No problems, so never contacted the support team
What recommendations would you offer to improve our product/service?

The above questions are business survey questions that enable a researcher to understand customer opinions about a product/service. It allows the researcher to gather feedback on the product, identify gaps, and thus help the company to make changes to processes or the product/service accordingly.

Business Survey Questions for Market Research

In your opinion, what are the things that you like most about the product/service?
In your opinion, what improvements can be made to the product/service?
What is it that you like most about competing products currently available?
In your opinion, what improvements can be made for the competing products now available?
I already had it, but want to replace it
It serves a need of mine
For quality reasons
For durability reasons
Because of the price
It is very costly
I don’t need it
Quality is not up to the mark
It is not durable
I already have it
Extremely likely
Very likely
Somewhat likely
Not so likely
Not at all likely

Market research questions enable a researcher to understand the market. Such questions can help companies before launching a product/service into the market. Gathering feedback from the target audience will enable the company to understand the demand in the market and improve the product segemntation to capture a higher market share.

Business S urvey Questions to Evaluate Customer Service

A scale of 1 to 10
Knowledge of the product
Understanding the issue
Willingness to help
Efficiency/promptness
Ability to complete a transaction
Courteousness
Level of satisfaction with the resolution
Knowledge of the product and brand
Friendliness
Responsiveness
There was too much waiting
I never required customer support
It took too long
May or may not
Somewhat unlikely
Very unlikely
By mail order
Over the phone
At the store
Not too easy, not too hard
What improvements can be made to the billing process to make it easier for you?
Do you have any suggestions/comments to help us serve you better?

The above questions enable a company to evaluate the customer service being provided. Using the data gathered from such questions can help the company modify processes, train its customer service staff, motivate and reward employees, and become a much more customer-centric organization.

LEARN ABOUT: Employee Centricity

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Business Survey Questions to Measure Customer Satisfaction

Considering your complete experience with our company, how likely are you to recommend us to a friend or a colleague?
Low quality
High quality
Not durable
Very little
Does not meet the need
Which three features of our product/service are most important to you?
Which three features of our product/service need improvement?

Business Survey Questions to Calculate Customer Effort

Very difficult
Usual amount
After putting in the effort, how much did the response meet your expectations?
Very responsive
Very unresponsive
Overall, on a scale of 1 to 10, how satisfied are you with the product/service(1 being the lowest and 10 being the highest)?
Is there anything else you would like us to know?

LEARN ABOUT: System Usability Scale

The above questions will enable a company to measure customer satisfaction and customer effort. Such data will allow the company to make changes or improve their product/service or processes.

LEARN ABOUT: Product Survey Questions

Business Survey Questions to Retain Customers

Brand value
Marketing and promotion
Variety of products
Word of mouth
Quality of our products
Range of product/service
Quality of product/service
Behavior of staff
Poor understanding of your requirements
Better alternative company
Which alternative or competitor did you shift to now to meet your needs?
Range of products/services
Customer service
Yes, I am subscribed to receive promotional content.
Yes, but I am not a subscriber yet.
More knowledgeable staff
Better advertisements and promotion
Better financial transactions
Better customer service
Better understanding of the requirements
They agreed with the issues you stated.
They agreed but were still biased towards us.
They denied such an experience could happen.
They had no opinion about it.
Is there any comment/suggestion that you would like to convey that will help improve customer experience?

LEARN ABOUT: User Interface Survey Questions & Travel Survey Questionnaire And Survey Template

In conclusion, we’ve shared a list of 50 essential survey questions that can be used to gather valuable information from customers, employees, and other stakeholders. By asking the right questions, you can gain business insights into customer satisfaction, student interest survey , market segmentation, and employee engagement, among other important topics. And by using a powerful survey tool like QuestionPro, you can easily create, distribute, and analyze surveys to gather the data you need to make informed decisions for your business.

You can also find best alternatives of Conjoint.ly for your business.

Remember, effective market research is the key to unlocking growth and success for your business. We hope that this list of survey questions will serve as a valuable resource as you conduct your own market research. Learn more and start your journey today!

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50 Great business survey questions for your next questionnaire

50 Great business survey questions for your next questionnaire

Eren Eltemur

Trying to expand your business requires a lot of knowledge. Making business decisions, future plans, and strategies is key to achieving success. But the real question is, where should I start? How to obtain this knowledge? We invite you to join this journey with a business survey to achieve this success. Understanding and conducting a business survey is the first step to this success.

For this reason, you will learn what a business survey is in this article. What are the different types of business surveys, and how to evaluate your business through collecting customer opinions, experiences, and suggestions? To get answers to these questions, you must ask the right questions and forms.app gathered 50 survey questions that business owners can use in their business surveys.

What is a business survey?

A business survey is a way to gather information from clients and employees through survey questions such as market research questions , demographic questions , customer satisfaction questions , and customer feedback . By employing the right survey, you can get a better understanding of target customers and potential customers and improve your product or service.

5 Types of business surveys

There are different types of business forms & surveys with specific purposes, and each aims to gather different types of information. Here we listed some common business survey types for different data-gathering purposes. You can use online surveys and forms to grow your businesses .

1 - Customer surveys

Customer surveys are types of surveys that focus on gathering various data from customers. Customer retention surveys and customer satisfaction surveys are valuable ways to measure customer satisfaction and how to hold them in a particular brand. This information gathered from customers can be used to improve the products and services. Also, it can be helpful for identifying areas where companies focus their efforts and funds to achieve customer happiness.

Customer Service Satisfaction Survey Template

Net Promoter Score Survey

E-commerce Survey

2 - employee surveys.

These types of surveys focus on gathering data from employees to improve the effectiveness and workflow while giving importance to employee happiness. You can use employee satisfaction surveys , employee engagement surveys, exit surveys , or other evaluation surveys to improve your workflow.

Employee Satisfaction Survey Template

360 Degree Feedback Survey Template

New Hire Orientation Survey

3 - brand recognition.

These types of surveys aim to measure brand awareness . Using brand recognition surveys can be helpful in improvements on brands' marketing and advertising efforts and also measure the effectiveness of former decisions and strategies.

Market Research Survey Template

Brand Personality Questionnaire Template

Brand Ambassador Application Form Template

4 - product surveys.

Product research surveys focus on product improvement by gathering data from customers and developers. Learning suggestions and opinions on the product beforehand allow businesses to make improvements by identifying errors in product design and functionality.

Product Research Survey Template

Product Quality Survey

Pricing Survey

5 - market surveys.

Market research surveys are focused on analyzing information on the market, competitors, consumers, and target audience. It gives valuable insights into consumer preferences and market strategies that directly influence overall business planning .

Marketing Strategy Questionnaire

Mobile Banking Survey

Concept Testing Survey

50 business survey questions for your company surveys

In this article, we have gathered 50 great business survey questions for company surveys. You can use these pre-made survey questions to finalize your survey quickly. These questions are focused on different aspects of a company. You can find questions that focus on customers, employees, products, and market research.

Business survey questions for customer service evaluation

1 - On a scale of 1-10, how satisfied are you with the level of customer service in your latest interaction?

2 - Was the customer service representative polite and professional?

3 - How likely are you to use our customer service in the future?

4 - Was the customer service representative able to resolve your issue?

5 - On a scale of 1-10, do you consider contacting the customer service team easy?

6 - What could we change to improve your experience with our customer service?

#1 Business survey question example

Business survey questions for customer satisfaction

7 - What feature do you appreciate most about our brand?

8 - What do you think are our 3 aspects that need improvement?

9 - How easy was it for you to reach our customer support teams?

10 - Could you easily reach the purchasing platforms of our product?

11 - What is the most important feature that distinguishes us from our competitors?

12 - How satisfied are you with [product/service]?

13 - How likely are you to recommend us to others?

#2 Business survey question example

Business survey questions for market research

14 - Where did you see and buy our product/service?

15 - Where did you hear about [Product/Service]?

16 - What other brands do you prefer besides us? Why?

17 - Would you recommend us to your friends or family?

18 - What was the biggest reason for you to shop from us?

19 - To what extent do advertisements about the brand affect your purchase?

20 - Are our rates competitive with those of other companies operating in the same industry?

#3 Business survey question example

Business survey questions for product development

21 - How satisfied are you with the product performance?

22 - What are the features you most like about the product?

23 - Have you encountered any problems or difficulties with the product?

24 - How do our products solve your problems?

25 - Which feature do you think is necessary to add to improve our product?

26 - How easy or difficult is our product to use?

27 - What influences your purchase more—the item's quality or price?

28 - What should the optimal pricing be?

#4 Business survey question example

Business survey questions for brand recognition

29 - What is the major motivation for trying this brand for the first time?

30 - Do you have any suggestions about our brand and how we present ourselves to the public?

31 - How likely are you to recommend our brand to a friend or colleague?

32 - Have you heard of our brand before?

33 - How do you think our brand compares to competitors?

34 - What image comes to mind when you hear our company name?

35 - What could we change to enhance your opinion of our brand?

36 - Do you believe that other individuals would quickly recognize and remember our company name?

#5 Business survey question example

Business survey questions for employee satisfaction

37 - Is your salary satisfying you enough?

38 - Do events at the company motivate you to work harder?

39 - What other activities would you prefer to do?

40 - Do you think your communication with your manager and colleagues is good enough?

41 - Do you think your ideas are valued at work?

42 - Is your job as you dreamed? And do you love doing it?

43 - Do you think your achievements are appreciated enough?

#6 Business survey question example

Business survey questions for employee evaluation

44 - What motivates you most in your job?

45 - What are your strengths and weaknesses? And how do they affect your profession?

46 - What steps could you take, in your opinion, to enhance your overall job performance?

47 - How pleased are you with the company's prospects for learning and growth?

48 - What was the biggest challenge for you this year? how did you overcome it?

49 - What is the job position you want to work in in the future?

50 - What is your happiest job-related moment?

#7 Business survey question example

Question types to use in your business surveys

The fundamental elements of any online form are form fields. They enable businesses to learn more about the target audience. There are a few different alternatives to use in a survey to create complex and detailed questions. Here is a list of form fields that can be used in business surveys.

Some of the most used form fields include choice questions, such as single selection, multiple selections, picture selection, and selection matrix. Also, you have a variety of text field options, such as short text and long text. And for a more straightforward method, you can also include yes/no questions in your surveys to get definite answers.

Single selection: Enables responders to choose only one option.
Multiple selections: Enables responders to choose multiple options.
Picture selections: You can present multiple or single-choice questions with visual options.
Selection matrix: Offers a more straightforward method for responders.
Short text: You can use short text if you ask a question that requires manual typing with short answers.
Long text: The long text is used for more detailed questions that require manual typing.
Yes/No: It is a closed-type question and helps collect definite answers to questions with only two options: yes and no.
How to create a business survey

You can create a business survey with forms.app for free. Easily customize your pre-made business survey template. Make use of different features to add multiple layers to your questions. Creating professional and eye-pleasing surveys with forms.app requires no coding knowledge, which is good news. Create your surveys, edit your form fields, and customize your design . Adjust your general settings afterward, and then you can share your business survey right away. To create a business survey, follow these 5 simple steps:

Choose a template: With more than 1000 ready-made templates, you can find the suitable template that matches your needs.
Edit your form fields: Edit and personalize your form field and add multiple layered and detailed questions to your surveys with the alternative form fields.
Customize the design: Creating eye-pleasing designs with forms.app is an easy task. Choose from themes and change your colors to create a survey that suits your brand colors.
Adjust your general settings: Don't forget to check the general settings. You can find a useful welcome and thank you page there. Also, you can enable CAPTCHA and disable multiple submissions.
Publish and Share: You can share your survey with a simple link or use social media sharing options and embed it on your website.

In conclusion, you can easily create and customize your business survey with these 50 great questions focusing on different types . Use different types of form fields to improve your survey and create professional business surveys with forms.app for free. Here are some pre-made example business surveys for your use. You can either use them directly or customize them to match your taste.

Company Satisfaction Survey Template

Product Satisfaction Questionnaire

Website Feedback Survey Template

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4. Create a customer persona. After gathering and analyzing all this data, you should have plenty of information about your customers. The next step is to create a customer persona. In case you need a refresher, the customer persona is a semi-fictional representation of your ideal customer based on your collected data.
Write your business plan
Traditional business plans use some combination of these nine sections. Executive summary. Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company's leadership team, employees, and location.
How to Write a Customer Analysis Section for Your Business Plan
Step 4: Explain the product alignment to the Customer's Needs. You've gathered info and created customer personas. The final step is to explain how your product or service caters to the needs of your customers. Here, you specify the solution you offer to your customers to tackle the challenges they face.
30+ Business Plan Questions & Step-By-Step Business Plan Guide
8 Steps to Creating a Full-Proof Business Plan. A Journey Begins: Identifying the Problem. The Voyage of Discovery: Defining Your Customers. The Battle Plan: Reaching Your Customers. Understanding the Landscape: Identifying Your Competitors. The Strategy Map: Outlining Your Operational Plan.
Simple Business Plan Template (2024)
Whether you want to launch a side gig, a solo operation or a small business, you need a simple business plan template to guide you. Forbes Advisor offers you a comprehensive and easy-to-follow ...
9+ Business Plan Questionnaire Templates in PDF
9+ Business Plan Questionnaire Templates in PDF | MS Word. A business plan is a precise, genuine evaluation of a business venture's possibilities for achievement in the market. It is basically a process to manage the central risks of facing a venture. Have a look at the business plan questionnaire plan templates provided down below and choose the one that best fits your purpose.
24 Questions To Include on a Business Questionnaire
Business questionnaires typically include a combination of open-ended and closed-ended questions. Closed-ended questions may include multiple-choice questions, questions using a scale or questions asking for a rating. Consider including long-form, open-ended questions that allow customers to provide in-depth explanations of their opinions.
Business Surveys: 16 Free Downloadable Survey Templates
Download your free NPS survey template. 3. Website satisfaction survey. This one's especially useful if you run an ecommerce site, although it's good practice for any business with a web presence (which these days is pretty much every business) to check in with customers on how their site is performing.
21 Business Survey Questions + [Template Examples]
Surveys. 21 Business Survey Questions + [Template Examples] As you work on growing your business and making the best entrepreneurial decisions, you would need to carry out a lot of research, which is where you need a business surveys. Business surveys make research easy and equip you with relevant information for better decision-making.
135 Business Plan Questions
135 Business Plan Questions. Embarking on the business journey of your dreams begins with a robust business plan. This plan is not just a document—it's the roadmap to your success, painting a clear picture of where you're headed and how you plan to get there. Whether you're a seasoned entrepreneur or a hopeful startup pioneer, the ...
20 business survey questions to ask your customers
Examples of business survey questions. Market research questions. Product feedback questions. Customer service feedback questions. Brand recognition questions. How can you know if your customers are happy with your products and services and plan to continue purchasing?
100+ Business Survey Questions to Ask Your Customers & Employees
100+ Best Business Survey Questions for Creating Questionnaires. With the basics out of the way, here are targeted business questions you can directly use in your surveys and questionnaires: 1. Business Survey Questions for Customer Service Evaluation. Customer service is an integral part of your customer experience strategy.
50 Business Survey Questions for Questionnaires
That's why we've put together a list of 50 Business Survey Questions for Questionnaires that can be used to gather information from customers, employees, and other stakeholders. These questions cover various topics, including customer satisfaction, market segmentation, and employee engagement. Learn more: employee engagement survey examples.
PDF BUSINESS PLAN QUESTIONNAIRE
The 3 or 4 major objectives for your business that this plan will help you achieve Make sure they are specific, measurable, realistic & timebound. Throughout the questionnaire , be specific as to how you are going to achieve them, i.e., what steps you plan to take. 4. Why it is important to you personally to succeed. 5.
50 Great business survey questions for your next questionnaire
In this article, we have gathered 50 great business survey questions for company surveys. You can use these pre-made survey questions to finalize your survey quickly. These questions are focused on different aspects of a company. You can find questions that focus on customers, employees, products, and market research.
PDF Building a Business Plan
Partners assume the same risk that the business has trouble getting started or even fails. On the same note, partners stand to benefit as much as you will from your business' success. For all of these reasons, someone you are inviting to be a partner will want to review your plan carefully. 5) Your Salespeople.