Bank Lost Customer Survey Template

A survey template is a professionally designed questionnaire designed to meet the specific goals of the identified project type. The structure, questions, and answers have been carefully developed to enable users to connect with the right audiences to achieve the appropriate purpose. This template is already built and waiting within the Sogolytics platform, saving time in both the generation of ideas and actual development of the survey. Survey templates also provide a source of inspiration for those uncertain where to begin or seeking guidance and new insights on existing projects.

Yes! While a template provides a solid starting point, most users will choose to customize the survey template before launching. Customization may include adding or removing questions or answers, modifying text, and revisiting logic, pre-population, or other functionality. Visually, a template may also be customized to reflect the appropriate branding, such as a logo, colors, and styles.

If you don’t already have a Sogolytics account, click “Try This Template” below. You’ll receive a copy of the template in your inbox and you’ll also complete sign-up for a free Sogolytics account. When you log in to the account, the template will be ready and waiting for you to get started.

If you already have a Sogolytics account, you’ll find the Template Bank on the home screen when you log in. You’ll also see the option to start from a template every time you create a new project. Create a project on the home screen, from All Projects, or while you’re working on another project. Interested in just a few questions from a specific template? Add them to the Question Bank in your account and re-use them when and where they work best.