SKILL

Survey Design

Use to craft rigorous survey instruments with sampling, question logic, and QA standards.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Customer Survey Design Kit Skill

When to Use

  • Launching new surveys or refreshing existing templates.
  • Diagnosing low response quality or bias in ongoing programs.
  • Training GTM teams on survey best practices.

Framework

  1. Objective Clarity – define single-topic goals, hypotheses, and decision criteria.
  2. Audience & Sampling – specify personas, quotas, suppression rules, and incentive plan.
  3. Question Architecture – balance quant vs qual questions, avoid double-barreled prompts, include screener + validation items.
  4. Logic & Branching – outline conditional flows, progress indicators, and completion time targets.
  5. QA Checklist – test across devices, languages, anonymity rules, and data export formats.

Templates

  • Survey brief (goal, audience, sample, success metrics).
  • Question bank categorized by objective (adoption, satisfaction, pricing, roadmap).
  • QA script for reviewers to confirm copy, logic, and translations.

Tips

  • Cap surveys at <10 minutes unless offering significant incentives.
  • Randomize answer choices when appropriate to reduce bias.
  • Pair with stakeholder-ops to align approvals and launch windows.

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