Customer Requirement Gathering Questionnaire Template

Requirements gathering is the process of collecting required project information from the client or customer before beginning with the execution. This may sound very simple, and obvious, but if this is skipped, it can lead to serious open ends and roadblocks.

Although clients share a project brief, requirement elicitation is a must. It is a process of collecting details for every step of the project. The requirements gathering questions are asked to the clients considering all possible worst-case scenarios. Usually, the questions are asked using the 4W1H technique. This includes five types of questions. What, Where, Why, When, and How. In some cases, there can be a requirement gathering checklist that can come in handy.

You can use our requirement gathering template will give you a brief idea of what kind of questions you can ask. You can add more questions to it using the customization feature.

Here are some of the crucial questions that can be added to your requirement elicitation questionnaire,

What are the organizational goals that you are achieving with this project?

This question widens the scope of the project and gives you more flexibility for innovation. Knowing what is your clients’ long-term need for the project gives you more space to play around and give better solutions. Also, the clarity with which your client answers this question gives you an idea about their awareness and depth of knowledge. You can onboard team members with the same level of expertise.

What are the expected financial returns of this project?

This is one of those business requirement questions which probably you as a project executor should not think about. But, if you want to delight your client, then their response to these questions can be a boon to you. Knowing the financial returns they are expecting from the project well before execution begins, will help you to cut down on the resources and build the client’s trust.

Once the project is ready, Who or Which team will report, analyze and maintain the system?

Another question which, frankly speaking, you shouldn’t be concerned about. But, if you want to build client trust, like in the earlier case, the response to this question is gold. Here, you get to know the actual team who will be working on the system that you develop. So, if you know them before execution, you can keep them in the communication loop, while every step of the execution process.

Is there an architectural diagram available?

This question is specific to requirement gathering for software development (SDLC). If it is an app development project, an architectural diagram visually shows the elements constituting the functioning of the app or software. If the clients have an architectural diagram in place, that means they have a clear vision of the project and also the primary and secondary beneficiaries within their organization.

Apart from these, there can be many questions to ask during requirement gathering. One thing to note is, if your requirement gathering questionnaire is exhaustive, use section type questions from our builder and divide the questionnaire into parts.

Benefits of Using the Customer Requirement Gathering Questionnaire with SurveySparrow

Multiple Sharing Options

SurveySparrow makes it easy to reach your customers by offering various sharing options. Share your questionnaire through WhatsApp, SMS, a shareable link, QR code, or embed it directly on your webpage. You can choose to embed it either inline or as a popup using shortcode, ensuring maximum accessibility.

Brand-Friendly

Customize the questionnaire to align with your brand’s identity. Adjust colors, fonts, button styles, and the questionnaire background to match your brand guidelines. This customization not only enhances your brand’s authenticity but also builds trust among your customers.

Library of Question Types

SurveySparrow provides a diverse range of question types, including group ratings, open-ended questions, dropdowns, matrix-type questions, rank orders, and even voice transcription. With voice transcription, respondents can speak their answers, making it convenient for them to provide feedback.

Data Integration

Collect all responses seamlessly in Google Sheets for easy data management and analysis. Additionally, SurveySparrow can integrate with HubSpot CRM, allowing you to create immediate tickets for urgent customer requirements. This integration streamlines your customer support process, ensuring prompt responses to customer needs.

Demographic Insights

Gain valuable insights into your customer demographics using SurveySparrow’s dashboard. Utilize filters, charts, and other dashboard features to analyze and visualize customer data. This allows you to make data-driven decisions and tailor your offerings to meet specific customer requirements effectively.

Use Cases of Customer Requirement Gathering Questionnaire Template

E-commerce Industry: Product Feedback

In the e-commerce industry, use this template to create customer requirement gathering questionnaires for collecting product feedback. Understand customer preferences, identify areas for improvement, and enhance product offerings based on real customer insights. Customizable branding and integration with CRM systems enable e-commerce businesses to deliver a tailored and responsive shopping experience.

Hospitality Sector: Guest Experience

Hotels and resorts can utilize the questionnaire to gather guest requirements and feedback. Create branded questionnaires to collect insights on guest experiences, preferences, and suggestions. Integrate with CRM to manage guest profiles and provide personalized services. Analyze demographic data through dashboards to make informed decisions for an exceptional hospitality experience.

Healthcare Providers: Patient Satisfaction

Healthcare providers can improve patient satisfaction by using this template to gather requirements. Design questionnaires to understand patient needs, appointment scheduling preferences, and service quality feedback. Integrate with CRM systems for better patient management, and use the dashboard to analyze demographics and enhance healthcare services accordingly.

Software Development: Feature Requests

In the software development industry, gather customer requirements to prioritize feature development. Use SurveySparrow to create questionnaires for users to submit feature requests and provide feedback on existing functionalities. Integrate with project management tools for efficient task allocation. Analyze user demographics to tailor software updates to specific user groups, improving user satisfaction.

How to use this customer requirement questionnaire template

Customize

Start by customizing your questionnaire template with our questionnaire builder. Benefit from white-labeling options to align the questionnaire with your brand identity, including logo and color schemes. Create a welcoming and engaging welcome page to introduce the purpose of the questionnaire and make respondents feel comfortable. Design a compelling thank-you page that expresses gratitude to respondents and provides any relevant follow-up information. Utilize our library of 20+ question types, including multiple-choice, open-ended, rating scales, and more, to create a comprehensive questionnaire that suits your specific requirements.

Integrate

Seamlessly integrate your questionnaire with a variety of platforms and tools. SurveySparrow offers 10+ integrations, allowing you to connect with CRM systems, email marketing platforms, and data analysis tools. For example, integrate with your CRM to automatically update customer profiles and manage interactions efficiently.

Share your requirement gathering questionnaire with ease. The platform provides multiple sharing options, including a shareable link for online access, SMS for mobile outreach, email for personalized invitations, and QR codes for offline events or promotions. You can also embed the questionnaire directly on your website, either inline or as a popup using shortcode, enhancing accessibility for your audience.

Results

Collect and manage responses effortlessly. Export responses directly to Google Sheets, making data management and analysis a breeze. Leverage SurveySparrow’s dashboard to filter, sort, and analyze responses. Gain valuable insights into customer demographics, preferences, and trends, enabling data-driven decision-making for your business.