Collect structured onboarding feedback with Attain OS Forms. Atty drafts a survey to assess your welcome process, so you can refine and improve. No coding needed.
First impressions matter, especially in customer onboarding. Did your new clients find your welcome process smooth? Were instructions clear? Did they feel supported? A structured feedback form helps you pinpoint what's working and what's not—before small issues turn into churn risks.
Instead of building a form from scratch in a separate tool, you can create a Customer Onboarding Feedback form right inside Attain OS. Your AI agent, Atty, drafts the form based on your project context. You review, tweak, and publish—all without leaving your operating system.
A B2B SaaS company emails a feedback form to clients 30 days after sign-up. Questions cover setup ease, documentation clarity, and initial support responsiveness. Responses help the team refine onboarding flows and reduce time-to-value.
After a new member orientation, the association sends a form asking about welcome materials, event access, and mentor assignment. Feedback is used to adjust the onboarding packet and follow-up schedule.
A franchisor collects feedback from new franchisees after their first quarter. The form covers training quality, operational support, and brand compliance guidance. Insights help improve the franchisee playbook and training modules.
In the Forms app, type your request: 'Draft a feedback form for new customer onboarding.' Atty uses your project context—industry, typical onboarding steps, common pain points—to generate a relevant survey structure.
Atty returns a form with questions like 'How would you rate the welcome email?', 'Were your login credentials accessible?', and 'Did you receive all promised resources?'. You can add, remove, or reorder questions, and adjust labels or help text to match your exact needs.
Once finalized, publish the form. Share the link via Attain OS Emails or WhatsApp + Atty. Responses land automatically in your Forms dashboard, where you can view individual replies and aggregate sentiment.
Export response data or review it directly in Attain OS. Identify trends—like confusion around documentation—and update your onboarding materials accordingly. The form becomes a repeatable template for every new cohort.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Help us improve your onboarding experience. Your honest feedback is valuable.
Yes. When you publish the form, Attain OS generates a shareable link. You can email it through Attain OS Emails or send via WhatsApp + Atty to any contact, regardless of whether they use Attain OS.
Absolutely. Once you finalize the form, it becomes a template. Each time you publish a new instance, responses are collected separately, allowing you to compare feedback across cohorts.
All responses are available in the Forms dashboard. You can view individual submissions or get an overview of answers. For deeper analysis, you can export the data and work with it in Attain OS Documents or Budgets.
Atty can assist in revising the form based on your notes. For example, if respondents frequently misunderstand a question, you can ask Atty to rephrase it or add help text. Atty does not analyze responses automatically, but you can review them and then ask Atty to adjust the form accordingly.
