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Business Survey Template

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Find out who your business clients are

Validate your B2B strategy

Distribute your business survey through your favorite tools

Learn who your business clients are

While it depends on the industry you’re in, chances are that if you take a closer look at purchases from the last couple of years, at least part will have been done by businesses. In fact, for some companies, mostly those in the B2B and/or SaaS sector, making sure you deliver true value to your business clients is at the core of all operations.

Even if you’re partially focused on B2C relations, building thriving customer relationships with those businesses who chose to become your clients pays back in so many ways.

If you leave your business clients to themselves and don’t ask them any questions nor analyze any data, you’re walking on thin ice. If not handled properly, it can become a real threat to your entire company over time.

If you care about your business clientele, then using this business survey template will do wonders. It’s a great starting point to understanding who the businesses that decide to purchase from you really are, and why they came to your website in the first place. You’ll also uncover quite a lot of demographical information, such as the size of the business and the number of people who use your product across it.

The benefits of finding this out are nearly endless. When you focus on nurturing long-lasting relationships with business customers, you increase your chances of rising MRR and lowering inactive accounts and churn rate.

There’s also a side that you might not have considered so far. Namely, when there’s a thriving number of business customers within your client base, you become a more reliable partner in the eyes of others. It proves your stability and might even encourage investors to contribute to the growth of your company. There’s no way to say ‘no’ to that!

It’s amazing how many customers are responding to our surveys. For every dollar we spend on a Survicate subscription, we generate about $25 in additional revenue.

— Michael / Head of Marketing at Looka

Keep reading the description below and find out how you can easily run a business survey among your client base!

How to get the most out of this business survey template

First, it’s worth singling out who your business customers are. You can use your CRM or another database to filter out business accounts. If you don’t have such data at your disposal, you can also try deriving a list of businesses in this very survey. Start off by adding a question to this customizable survey template, which asks “Are you a private individual or business?”.

It’s worth running this survey not only via email, which will likely reach a high percentage of your customer base (that is, provided that they’ve agreed to receive email messaging from you). It’s also worth adding the survey to your website – either on the homepage or on specific pages frequently visited by logged-in users. You can also create this survey in a “copy/paste” format, which will then allow you to share it via any online channel of your choosing.

By using this business survey template, you’ll learn:

This survey also lets you ask any open-ended questions of your choosing, or add follow-up questions to any closed-ended question that you’d like to hear more about. 

Analyze your business clients’ responses

Once you’ve collected enough responses from your business clients, you will be able to review the results in our analytics dashboard. It will tell you in a clear, yet comprehensive way, what size most of your businesses are and how widely your product is used at the company. You’ll also learn what your NPS is, and will be able to track the score’s change over time among your business clients.

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