15 ways to use Typeform for customer success [templates]

Need a better way to interact with customers? A more effective way to run your CS team? It’s all here.

Customer success is two-sided.

One side looks out at your customers: smiling, solving problems, strengthening relationships, and delivering value.

The other side peers in on your team: hiring, training, team building, and strategizing.

In this interactive showcase, you’ll see how different companies are using typeforms to transform customer relationships. Here’s how it works. Whenever you see an icon, you can:

  • Launch the typeform right in the article

  • Get step-by-step instructions on how to make it yourself

Or even

  • Add a copy of the typeform directly to your Typeform workspace, so you can customize it to fit your needs

Ready to get started?

Typeforms for customer support

Make it easy for users to love your product by giving them the help they need, when they need it.
Andreas Sohns, App developer and designer

Unless you’ve mastered telepathy, customers need a way to pass their thoughts on to you. Typeform’s conversational interface offers a friendly, engaging way to get this done.

1. Submit tickets through your website

No matter how hard you work, customers will always have questions. We collect their requests through the Contact Support button at the bottom of all our Help Center pages.

What happens next? A simple Zapier integration automatically drops the request right into Zendesk. So when customers fill out a typeform, the data lands right in our Customer Success team’s lap.

2. Save time by helping users help themselves

App developer and designer Andreas Sohns wanted to be there for his users. But as the popularity of his award-winning designs grew, so did user questions and comments. His solution?

Build a help center and FAQs using a single typeform. No coding necessary, no website needed. Result? Hundreds of customers self-served per month, letting Andreas focus on the job he loves—building products that make people happy.

Andreas Sohns' help center and FAQs created with Typeform

Typeforms for customer onboarding

Time to value is the biggest obstacle standing in the way of customer success.
Paul Campillo, Storyteller at Typeform

You know all those quotes about making a good first impressions? There’s a reason for that. So you better have your introduction nailed.

3. Say hi with a conversational welcome pack

When someone signs up to your digital service, it’s hard to greet them with a smile and a handshake. Solution? Send them a conversational welcome pack.

Say hello, introduce your team, and offer some videos to get them started. Here’s one of the welcome packs we send out to our bigger plan customers.

4. Improve product training with videos

Pop quiz: You’re standing with tools in hand, ready to fix a broken toilet. Do you prefer: (a) detailed instructions from a manual, or (b) a step-by-step video? Right.

Adding simple videos to product materials increases engagement, speeds up time-to-value, and boosts conversion rates. And people love them.

Wrike, a work management software company, combined videos with a quiz to get their customers up and running fast. With just a simple link, the interactive quiz pops up on any device. Result? Customers learn the product 70% faster than before.

Don’t just teach users how to use your product. Teach them how to be better at their job.

5. Make learning fun

Customers come to you for solutions. But in every customer journey, there’s always more to do than a single product can handle. And that’s okay, it’s normal.

So take the opportunity to complement your product with useful educational material. Like Freshdesk does with their customer support glossary and quiz.

Freshdesk's customer support typeform quiz

Typeforms for customer feedback

Don’t just listen to your customers–make sure you’re constantly closing that feedback loop.
Justin Wiesenfeld, Customer Success guru at Piktochart

You can learn a lot about customers from support tickets and product usage data. But to get a complete picture of their needs, sometimes you’ve just gotta ask.

6. Get to know users with a persona survey

“Who are you? And what do you want from us?” To give users the features and services they want, we’ve got to know this. So we send out a user persona survey with a typeform. This helps us focus on the things users need, not just the things we want to build.

Check it out here. And don’t forget to click “Drum Roll” at the end to see how happy you’ve made our Customer Success team.

7. Measure satisfaction with a customer feedback form

You’re going out of your way to keep customers happy and moving toward their goals. Is it working? If you don’t know, it’s time to find out.

We do it with a customer feedback form.

Don’t know what to ask? Dive into our customer satisfaction survey questions and get inspired

8. Gauge loyalty with a feedback survey

Customer loyalty is the pulse of your company. And did you know you can measure this with a survey? It’s easy.

The first question separates promoters, passives, and detractors. Then a second question gives you the why–so you can start making improvements.

Now the question is: are your customers loyal? Or will they betray you like Anakin Skywalker?

9. Learn why they leave with an exit survey

No matter how much love you pour into your product, occasionally you lose a customer. It’s normal. You can’t please all the people all the time.

But what you can do is ask, “What went wrong?” And then take steps to fix things moving forward. It all starts with a churn exit survey.

Post-onboarding feedback survey for new CS team training

Typeforms for managing your customer success team

Hire people with good communication skills, empathy for the customer, intellectual curiosity, self-motivation, ability to learn, and the desire to be challenged.
David Apple, Director of customer success at Typeform

Customers have a journey, and so do employees. And you need to shape their journey too. Because happy employees lead to happy customers.

10. Interview candidates using real scenarios

Great customer service starts at hiring. As part of our skills check, we give support candidates a test with a typeform.

What do we ask? Real questions taken from real support tickets. And what are we looking for? How they approach the problem and come up with a response. Remember: you’re looking for problem solvers, not copywriters.

11. Follow up with post-onboarding feedback

The interview went well. We’ve hired a new person into the team, and they’ve just finished their full month of onboarding. What now?

We give them a post-onboarding survey to see how it went. Do they know their way around the product, department, company, tools, and metrics? Are they transitioning into their new role with confidence? Here’s how we find out if our employee training process works.

12. Check in with your team with an employee satisfaction survey

Are your employees still motivated? Do they know what’s expected of them and why their job matters? When was the last time you asked?

We check in at least once a quarter to make sure everyone on our team is engaged and aligned with our overarching goal: “to retain customers and grow by helping them achieve their goals.”

Feedback doesn’t end at onboarding. It’s a continuous process aimed to make everyone better.

13. Get the full picture with 360 feedback

What if everyday you went to work, and no one ever told you how you were doing? Are you up to par? About to be sacked? Do they even know you exist?

People need feedback. They need to know how they’re doing, and how they can improve. At Typeform, we believe the best feedback comes from different perspectives, so every quarter we run a 360 degree feedback survey.

14. Prioritize topics for meetings

Ever been in a meeting where you talked about everything except what really matters? So have we. And this kind of thing can’t happen when you meet with the board of directors. So when that day came, our Customer Success Team put together a typeform to help prioritize the discussion.

15. Build trust through team building

Working together requires trust. This starts in the office, but real trust takes some getting-to-know-you time. And that happens beyond the office walls.

So our customer success team schedules time outside of work for people to relax and get to know each other. Curious what we did on a recent outing?

Looks like fun to me!

Looking over Barcelona on a CS team-building event

So there’s a few ideas to get you going.

Looking for even more inspiration? Check out our newest guide, Customer success: nearly everything you need to know.

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