Post Onboarding Surveys

Evaluate Your New Customer Onboarding Process

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Continuous Improvement Of Your New Customer Process

B2B New Customer Post Implementation Programs

Onboarding and Implementation Surveys are ongoing programs designed to capture feedback from customers shortly after they go live. Conducted year-round, these surveys assess how effectively new engagements are launched and whether early experiences set the foundation for long-term success.

The surveys focus on satisfaction with the overall implementation experience, including the quality of support and guidance received, clarity of communication, and how well delivery aligns with expectations established during the sales process. This early-stage feedback provides an unfiltered view of where handoffs and execution may break down.

Additional areas of insight often include training effectiveness, customization and configuration, integrations, time-to-value, and early adoption. Together, these measures help organizations understand not just whether implementation was completed, but how well it prepared customers to realize value.

Insights from Onboarding and Implementation Surveys are used to continuously improve project management and delivery practices. They also help identify patterns of over-promising or misalignment in sales conversations, allowing teams to correct issues before they impact retention, expansion, or long-term customer confidence.

Our Advantages

    Customized Programs
    EXCEPTIONAL Service
    Unbiased Analysis
    High Response Rates
    B2B Experts
    Investor Approved
CX Services

Voice of Customer

As a managed services provider, we partner with business-to-business companies to establish structured feedback programs at critical touchpoints across the customer and employee journey.

Customer Satisfaction

The best tool to gain critical insights into your customers’ perspectives on your brand, products, and service.

Net Promoter Score®

Companies that successfully adopt NPS are rewarded with clients that engage in behaviors directly linked to profit.

Sales Win-Loss

We help you take a critical look at how you were perceived during the sales process.

Customer Churn

We help establish the causes of churn and provide detailed reports and recommendations to repair relationships and maximize retention.

Post Onboarding

Look back at how effective your onboarding process was to ensure customers are set up for success.

Customer Advisory Boards

A unique opportunity to hear clients candidly discuss a range of topics aimed at enhancing the experience.

Quantitative Research

B2B Customer Experience Employee Experience

Qualitative Research

B2B Customer Experience Employee Experience
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Case Studies

Exceptional Results & Customer Service

Our Process

Trustworthy, Actionable & Impactful

Testimonials

Raving Fans? We’ve Got ’Em!

Common Questions

Programs typically start at $20,000 and scale up based on factors such as customer population, survey complexity, number of languages, and reporting requirements.

No, you will not need to license any software when working with Satrix Solutions. We evaluate the marketplace every few years to ensure we are utilizing the best-in-class tools for surveys, data collection, analytics, and reporting.

Currently, we use Qualtrics, a leading survey software platform, known for its robust capabilities, including excellent mobile and desktop compatibility, multilingual support, and high deliverability rates for emails to intended recipients.

This ensures that your surveys effectively reach your audience and achieve optimal participation. The cost of licensing these tools is fully included in our engagement fees, providing you with seamless access to advanced technology without additional expense.

We can schedule a kickoff call and begin the discovery process within a week.

A dedicated team, including an executive sponsor, a senior consultant with over 20 years of experience, and a reporting/analytics specialist, will be assigned to your account.

While based in the U.S., Satrix Solutions works with global companies and engages international audiences for surveys and interviews.

For surveys, results are typically delivered within a month, factoring in design, setup, and fielding time.

Satrix Solutions adheres to strict data protection policies, ensuring compliance with GDPR, California privacy laws, and other industry standards.

Deliverables include secure PowerPoint or PDF reports, real-time dashboards, and data files compatible with your CRM, CSP, or intelligence platforms. We also accommodate tools like Slack or provide interview audio recordings.

Satrix leverages extensive expertise to maximize response rates, employing tailored strategies that ensure robust and representative data. Many clients see higher response rates with Satrix than through in-house efforts.