> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minoa.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Custom Customer Baseline Surveys
# For Admins
## What it is
Previously Minoa's baseline survey was only connected to the use cases within your Business Case. Now you can create custom templates and send additional surveys to customers regardless if you have a business case or not.
Whether you're working with new stakeholders, new teams, or just want to level set things with your customer, you can create and send custom surveys within each opportunity.
What's in the custom survey?
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: business cases built on numbers the customer gave you, not numbers your rep guessed.
You can set up templates for your team and users can also customize their own surveys within each of their opportunities.
## Why set up templates
Reps don't build surveys from scratch mid-deal — they grab what's ready. As an admin, you can build a few templated surveys in the **Value Intelligence tab** so anyone on your team can pull one into a deal and send it within a minute.
Three templates cover most teams to start:
| **Template** | **When your team sends it** | **What it captures** |
| --------------------- | ------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Discovery baseline | After the first or second call | The 5–8 metrics that drive your most common use cases, plus 2–3 context questions |
| Pre-proposal baseline | Before the business case is presented | Inputs for the specific use cases in play, plus a stakeholder-alignment question |
| Kickoff baseline | At implementation start | The numbers you'll measure value against at renewal — captured before anything changes |
| Renewal baseline | \~90 days before renewal | Current values of the same metrics from the original business case |
| Expansion baseline | When an upsell conversation opens | Status-quo metrics for use cases the customer doesn't own yet — the seed of the expansion case |
## Setting one up
1. Open the survey builder on the Value Intelligence tab and pick your **numeric inputs** — search across all your use cases and toggle on the metrics you want answered.
2. Add **custom questions** — any of the five question types.
3. **Drag to order** inputs and questions together, and group them into sections if the survey is long.
4. Name it and launch. (Unnamed surveys get a default name — give it one your reps will recognize.)
You can edit a survey after launch; existing answers are kept for anything you don't remove.
## What your reps do
Grab the template, and copy the share link. That's it. The link works for anyone — **no account, no login** for the customer. Send it in an email, a Slack Connect channel, wherever the conversation lives.
## 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.
* Each respondent's progress is tracked separately — send one link to five stakeholders and see who's done.
## 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 (for example, before re-surveying later). Nothing overwrites anything — every answer is kept as history, and you decide what counts.
* **Get notified** — the survey creator gets an email and a Slack notification when a customer completes.
## The shortcut
All of the above also works conversationally: ask the Minoa agent to build, launch, review responses on, or send reminders for a baseline survey, and it will do it for you.