Launch Survey and Intake Experiences in Minutes
Guided prompts help you capture the right answers, score responses, and send qualified leads straight to your automations.
Great for teams that need to
Qualify leads before a sales call or demo.
Capture onboarding information for services or coaching.
Run market research and collect structured insights.
Replace Typeform or Google Forms with a branded experience.
Sync responses to automations, email sequences, or Airtable replacements.
Capabilities baked into survey kits
AI-authored questions
Start with a single prompt and let HeyBoss draft the entire question flow, including conditional logic if you need branching paths.
Response scoring and outcomes
Assign weights to answers, deliver instant feedback, and trigger different follow-up sequences based on the score.
CRM and automation hooks
Push data into the built-in database, your own CRM, or tools like Zapier, Make, and HubSpot with zero manual CSV work.
Popular kits inside this cluster
Pick a blueprint, answer the guided prompts, and go live. Every kit keeps your brand system and automations consistent.
Smarter surveys for every workflow
Survey Starter Kits keep everything on-brand. Upload your logo, set colors, and every step—from welcome screen to confirmation page—reflects your identity.
You can embed the survey on any HeyBoss site or external domain. With built-in analytics you will see completion rates, field drop-off, and top responses so optimization becomes easy.
Need to iterate? Clone the kit, tweak the targeting prompt, and ship a new version for another persona or product in minutes.
Related resources and features
Automation Recipes
Route survey answers into pipelines, tasks, or follow-up emails in a single click.
ExploreTemplate Library
Pair your survey with matching landing pages, thank-you screens, or resource hubs.
ExploreFeature Tour: CRM
See how HeyBoss stores leads, notes, and activity timelines without external tools.
ExploreSurvey Starter Kits FAQ
Answers to common questions about this Starter Kit cluster.
Yes. Generate an embed snippet from the kit dashboard and drop it into any CMS or platform. Responses still flow into HeyBoss and your connected automations.
Ready to put this Starter Kit to work?
Describe the project once, invite collaborators, and ship the first version today. You can remix the kit into your own library whenever you need a new playbook.