Evaluator Agent

Product-Market Fit Survey Template

PMF surveys hide why customers stay. This template uses the proven Sean Ellis methodology to assess product-market fit. It automatically adjusts follow-up questions based on user responses, diving deeper into feature satisfaction, use cases, and competitive alternatives to give you actionable insights for product development.

Deeper insights
Real reasons
Retention clarity
Used 1,155+ times

What's inside this template

Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.

Questions it always asks

The core fields every response captures.

  • How disappointed would you be if you could no longer use [product name]?

  • What is the primary benefit you receive from [product name]?

How it adapts

Follow-ups that change based on what people say.

  • If disappointment score is 'very disappointed', ask about referral likelihood and best features

  • If user says 'somewhat disappointed', explore what improvements would increase satisfaction

Where it routes people

Different paths for different answers.

  • Route highly satisfied users (very disappointed to lose product) to referral questions

  • Route unsatisfied users (not disappointed to lose product) to alternative solutions discussion

Automations it can trigger

Actions that fire the moment a response comes in.

  • Send high PMF scores to sales team for case study outreach

  • Create support tickets from users reporting specific feature issues

  • Tag user profiles in CRM based on satisfaction level and use case

SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.

How this AI template works

Users answer the core PMF question about disappointment if the product disappeared, then the AI probes deeper based on their response. Promoters get asked about referral likelihood and favorite features, while detractors are guided through improvement suggestions and alternative solutions they'd consider.

Getting started

  1. 1

    Set your product name and key feature categories

  2. 2

    Configure user segments for targeted questioning

  3. 3

    Connect your analytics tool for usage data correlation

  4. 4

    Launch to a representative sample of active users

Template Details

Agent Type
Evaluator
Industry
SaaS / Tech
Business outcome
Build the right product
Replaces
Survey tools
Integrations
Slack, Hubspot, Webhook
Times Used
1,155+

Forms collect fields. Conversations capture context.

Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.

The static form

yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"

No context. No follow-up. No next step.

  • Static PMF rating scales give you scores like 6/10 without revealing which specific features frustrate customers or drive satisfaction. Product teams make roadmap decisions based on numbers that lack context about actual user needs.
  • Fixed multiple-choice questions about feature importance miss the workflows and use cases where your product actually creates value. Teams optimize for assumed priorities instead of understanding how customers succeed with the product.
  • Traditional PMF forms ask about recommendation likelihood but can't capture the specific outcomes that turn satisfied users into advocates. You miss the success stories and positioning messages that drive organic growth.

The AI conversation

"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"

Extracted & structured automatically

Category

High-priority

Urgency

Deadline: 2 weeks

Sentiment

Frustrated but hopeful

Next step

Route to senior team

Triggered: Slack alert sent| CRM updated

Right team. Full context. Instant action.

  • Conversational PMF research probes deeper when customers give low satisfaction scores, uncovering specific pain points and competitive alternatives they're evaluating. Product teams get actionable feedback for feature improvements and retention strategies.
  • Adaptive follow-ups reveal the exact workflows and outcomes where your product delivers value, helping teams understand which use cases create the strongest product-market fit and should guide positioning.
  • AI conversations naturally uncover the business results and personal wins that make customers enthusiastic advocates, providing authentic testimonials and case study material that static forms never capture.

What makes a product market fit assessment effective?

Effective PMF assessment goes beyond the Sean Ellis question about customer disappointment. The best research explores how customers solved problems before your product, which specific features drive daily usage, and what alternatives they actively consider. Strong PMF conversations uncover usage patterns, implementation friction, and measurable outcomes customers achieve. The goal is understanding both functional value and emotional attachment. Teams need to identify customer segments where satisfaction peaks and explore the competitive context that influences retention decisions.

FAQ

Frequently Asked Questions

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Forms are costing you business

Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.

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