Playbooks

See what Ranx can run.

These are the playbooks Ranx runs in the app: the same surveys, sections, and counts. Open any of them and take the survey the way your respondents will, starting with the ranking.

Playbook library

Choose who you're listening to.

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CX Lifecycle

Customer Onboarding NPS

Find what to improve in the first month of a customer relationship.

2-5 min4 measuresNPS1 open-text prompt

Suggested: 30 days after first purchase Take the survey

CX Blank

Build your own

Start without preset questions. Build your question set, choose the audience and configure the survey's launch settings. Use this when an existing playbook does not fit the decision you need to make.

No template, your schedule Start a pilot

2-5 min
4 measures
NPS
1 open-text prompt
1 section

Take the survey

The same survey your respondents get. Nothing you enter is saved.

See the 90-day pilot plan for this playbook

What it is

A first-month customer survey with 4 rating questions about getting started, support, delivery against promises and early value, plus NPS and one written-response question. Suggested timing is about 30 days after the first purchase.

Best for

Businesses with a defined first-month onboarding experience, especially where customers need help getting started or realizing value.

Not for

Reviewing an established customer relationship without a distinct onboarding period. Consider Relational NPS Pulse instead.

What you'll need

Customer listEmail sending domainEvent source

Driver focus

Early valueEase of getting startedSupportDelivery against promises

Industry fit

B2B SaaSFintechHealthtechSubscription services

What's inside

How is the start going? 4 measures
- How easy has it been to get started?
- How supported have you felt when you needed help?
- How well does your experience match what was promised?
- How much value have you gotten from this product so far?
How likely are you to recommend us? NPS
- How likely are you to recommend us to others starting out?
One last open prompt Open text
- What is the biggest surprise so far, good or bad?