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📊 Survey & Market Research

Free Recommendation Drivers Survey Template

Goes past the recommend score: whether people already recommended you, to whom, what triggered it, the exact words they used, whether the prospect converted and what would make referring easier.

~5 min
Referral map
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Goes past the recommend score: whether people already recommended you, to whom, what triggered it, the exact words they used, whether the prospect converted and what would make referring easier.

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About this template

NPS tells you how many people would recommend; this survey tells you what they actually did. Eighteen fields capture the behaviour itself: whether they have recommended you in the last six months, to whom (colleagues, friends, family, social media, industry peers), what prompted the tell, the exact words they used, whether the person tried you, plus recommend intent, the reason for it, the benefits or shortcomings that stood out, tenure, role, industry, usage frequency, satisfaction, continuation intent, company size and region. Word of mouth stops being luck and becomes a mapped, repeatable channel you can brief.

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Live Preview

Live form preview — fill it in to see how each answer is captured and exported.

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What's Included

Everything you need to run this template.

1

Behaviour not intent

Whether they already recommended you, in the last six months.

2

Audience and trigger

To whom they told, and the moment that prompted it.

3

Their own words

The pitch they actually use and whether the prospect converted.

4

Friction and context

What would make referring easier, plus role, industry, tenure and usage.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy the survey into your FormLM workspace — free.

2

Send to happy customers

Target recent high scorers or reviewers.

3

Harvest the language

Mine open answers for your referral copy.

4

Open the path

Fix the named friction and add referral prompts.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Growth and marketing teams

Build referral programs from real stories.

2

Founders

Learn which feature people brag about.

3

Agencies

Show clients where their reputation comes from.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. How likely are you to recommend us? (choice)
  2. Would you recommend us? (choice)
  3. What is the primary reason for your answer? (choice)
  4. If yes, which benefits stood out? (multi-select)
  5. If no, what were the shortcomings? (multi-select)
  6. How long have you been using our product? (choice)
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Frequently Asked Questions

How is this different from scoring loyalty with NPS?
NPS measures intent with a number; this collects the behavior itself — who told whom, what they said and what followed. The verbatims are the asset.
Why ask "what did you say"?
That script is your positioning in market language — it becomes referral copy, testimonials and ad hooks that needed no invention.
Should it reach detractors too?
Send to everyone and let the shortcoming branch sort them; the detractor reason set is what makes the advocate script credible.
How does this feed a referral program?
Trigger moments map the ask points; the reward question sizes the incentive before you build anything.
Won’t answers be flattering?
Some — which is why the "did they try us" follow-up separates real referral traffic from claimed friendliness.
Can I map word of mouth more than once?
Yes — copy per campaign or audience segment.

Map the word of mouth you already have

Collect who tells, what they say and what follows — free.