Scores customers on four behavioural axes — engagement, value orientation, tech adoption and social influence — with weighted 1–5 items, and returns an AI PDF report placing each profile into an actionable segment.
Quick answer
Scores customers on four behavioural axes — engagement, value orientation, tech adoption and social influence — with weighted 1–5 items, and returns an AI PDF report placing each profile into an actionable segment.
Sprawling customer lists quietly absorb the best hours — and segmentation guesses where they went. This assessment scores respondents on four behavioural axes with twelve weighted 1–5 statements: Behavioral Engagement (daily use, feature exploration, time spent), Value Orientation (paying more for trust, price comparison, loyalty when expectations are met), Tech Adoption (new tools, early apps, digital-first habits) and Social Influence (recommending, community participation, feedback given). Each completion returns an AI PDF report that bands the four axes and places the profile into a segment you can act on — the heavy users worth building for, the price-sensitive middle, the advocates to recruit.
Live form and AI report preview — fill it in and the report is generated from your answers.
Everything you need to run this template.
Engagement, value orientation, tech adoption, social influence.
Concrete 1–5 statements rather than labels, per respondent.
The AI report places each profile into an actionable segment.
Same wording per wave keeps segment sizes comparable.
From copy to deliverable in four steps.
Copy the assessment into your FormLM workspace — free.
The customer answers the twelve weighted statements.
Each response returns the account’s segment and moves.
Run it per customer group and read the segment mix.
Pick your role — see how it fits your workflow.
Stop letting one high-maintenance client own the studio.
Align coverage models to segments, not to tenure.
Decide which clients deserve premium attention.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
