Understand New User Expectations

This survey template is designed to help you uncover the expectations and motivations of new or potential users. By understanding what users anticipate from your product, you can address their needs more effectively, build confidence in your solution, and improve onboarding conversions. This survey is ideal for capturing fresh insights during the critical early stages of the user journey.

How You Can Benefit from Running This Survey:

This survey helps you:

• Identify key user expectations to refine your onboarding process.
• Understand potential concerns or hesitations new users may have.
• Tailor your product’s messaging and features to better meet user needs and increase activation rates.

What This Survey Will Help You Discover:

1. Problems It Can Solve:
   • Misaligned expectations between your product’s value and what new users anticipate.
   • High drop-off rates during onboarding due to unmet expectations or confusion.
   • Missed opportunities to reassure and guide new users at the right moments.
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2. Opportunities It Can Identify:
   • Ways to adjust your onboarding flow to better match user needs.
   • Messaging strategies to address common concerns and build trust.
   • Feature enhancements that align with user priorities and motivations.

Example / Use Case: Imagine you manage a crypto investment app. You want to understand what new users expect when they explore your solution, particularly around crypto ETFs. Shortly after users create an account, you send an in-product survey asking:

• “What is the primary goal you hope to achieve with {our product}, especially in relation to crypto ETFs?”
• “Is there anything about crypto ETFs or {our product} that you are unsure about or would like more clarity on?”

From the responses, you discover that many users are interested in diversifying their portfolios with crypto ETFs but feel uncertain about how these funds work or how to evaluate their risks. Armed with this insight, you create a beginner’s guide to crypto ETFs as part of the onboarding flow, simplifying complex concepts and boosting user confidence to make informed investment decisions.

Closing Note: This template empowers product managers, user researchers, and marketers to gain critical insights into user expectations during the early stages. By aligning your product experience with what users are looking for, you can build trust, enhance user satisfaction, and drive higher conversion rates.