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Reps don’t build surveys from scratch mid-deal. They grab what’s ready, or they estimate — and an estimate is exactly the number a CFO pulls on later. As an admin you can fix that once. Build a few templates in the Value Intelligence tab and anyone on your team can pull one into a deal and send it inside a minute. The answers come back attached to the right inputs, with the customer’s name on them.

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What a custom survey is

Minoa’s baseline survey used to be tied to the use cases inside a business case. Now you can create custom templates and send additional surveys whether or not a business case exists — useful when you’re working with a new stakeholder, a new team, or you just want to level-set before anyone builds a model. Each survey mixes two kinds of question:
  1. Numeric metrics — real inputs from your value framework (“hours per week spent on X”, “current cost of Y”). Answers feed directly into the business case.
  2. Qualitative questions — free text, yes/no, rating sliders, single- and multi-select.
The result is a business case built on numbers the customer gave you, rather than numbers your rep guessed.

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Why templates are worth the setup

Three or four templates cover most teams. Build these and your reps will use them.
If you only build one, build Kickoff baseline. It’s the template that makes value realization possible later, and it’s the one that gets skipped without a template to prompt it. See Prove Value to Existing Customers.

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Setting one up

1

Pick your numeric inputs

Open the survey builder in the Value Intelligence tab and search across all your use cases, toggling on the metrics you want answered.
2

Add custom questions

Any of the five question types — free text, yes/no, rating slider, single-select, multi-select.
3

Order and group

Drag inputs and questions into the order you want, and group them into sections if the survey runs long.
4

Name it and launch

Give it a name your reps will recognize. Unnamed surveys get a default one, which nobody ever picks from a list.
You can edit a survey after launch. Existing answers are kept for anything you don’t remove.

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What your reps do

Grab the template, copy the share link, send it. That’s the whole workflow. The link works for anyone — no account, no login for the customer. Email, Slack Connect channel, wherever the conversation already lives.

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What the customer sees

  • A branded welcome — your logo, your color, an intro you wrote.
  • A clean two-column form: sections on the left, questions on the right, with the right format for each answer (currency, percentage, duration).
  • They can add notes on any answer, skip what they don’t know, and finish in one sitting or come back to it.
  • Each respondent’s progress is tracked separately, so you can send one link to five stakeholders and see who’s done.

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Working with responses

Watch progress live in the Responses tab — who finished, who’s midway, every answer as it lands. Accept numeric responses to pull them straight into the business case, or dismiss them if you’re planning to re-survey later. Nothing overwrites anything: every answer is kept as history and you decide what counts. Accepted values carry the respondent’s attribution, which is what makes them hold up under scrutiny — see Input ownership. The survey creator gets an email and a Slack notification when a customer completes.
All of this works conversationally too. Ask the Minoa agent to build a survey, launch it, review the responses, or send reminders, and it will.

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Key takeaways

  • Templates get used; blank builders don’t. Three or four cover most teams.
  • Kickoff baseline is the one that matters most, and the one most likely to be skipped.
  • No login for the customer — one link, works anywhere, tracked per respondent.
  • Accepting a response attributes the number to them, which is what makes it defensible.