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.

Clear filter

CX Recurring

Relational NPS Pulse

Understand customer loyalty and what needs attention each quarter.

2-5 min4 measuresNPS1 open-text prompt

Quarterly 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 quarterly survey with 4 rating questions about meeting customer needs, support, value and intent to stay, plus NPS and one written-response question. Compare relationship feedback over time to decide what needs attention.

Best for

Businesses reviewing an ongoing customer relationship each quarter rather than a single transaction.

Not for

Transactional-heavy businesses (e-commerce, on-demand) — use the Post-Support Follow-Up or a touchpoint-triggered survey instead.

What you'll need

Customer listEmail sending domain

Driver focus

Recommendation (NPS)Customer needsSupport responsivenessValueIntent to stay

Industry fit

B2B SaaSProfessional servicesMarketplacesAll industries

What's inside

What shapes your relationship with us? 4 measures
- How well does this product help you accomplish what you need?
- How often does support get back to you quickly when you need help?
- How strong is the value you get for what you pay?
- How likely are you to still be a customer a year from now?
How likely are you to recommend us? NPS
- How likely are you to recommend us to a friend or colleague?
One last open prompt Open text
- What is the main reason for your recommendation score?

Why this helps

Review NPS alongside customers' views on needs, support, value and intent to stay, rather than reading the recommendation score alone.