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18 toolkits to help you use surveys do your job better

18 toolkits to help you use surveys do your job better

Of the 20 million SurveyMonkey users out there, our data shows that most of you are using it for work. That’s great! But we also know most of you aren’t professional survey researchers.

You’re using surveys to see what people think of your hiring process or check in on customer satisfaction. You’re planning events or looking for ways to make your product better. And as much as we love surveys, we’re betting you’d probably rather be doing your job than trying to design the perfect matrix question. 

We’re here to help. The toolkits below were designed based on your role(s) and goals, with everything you need to do your job better—while, maybe, working less.

Skip to the use case(s) you’re most interested in to save time.

  • Product marketing
  • Demand Generation
  • Event management
  • Design
  • Brand Marketing
  • Customer support
  • CRM management
  • HR leadership
  • Diversity, equity, and inclusion
  • Recruiting
  • Employee engagement
  • Market research
  • User research
  • IT and IT management
  • Project management
  • Product management
  • Engineering
  • Healthcare
product marketer with survey

Like a good therapist, product marketers are tasked with both making customers feel understood and giving them something that they didn’t know they needed. They need to understand not only the problem consumers are facing, but also their sensitivities, preferences, and driving motivations. This toolkit includes resources developed by survey and consumer research experts to help you get those insights. 

With comprehensive guides and survey templates for tracking consumer behavior and measuring the impact of your campaigns, we hope this toolkit can help you address ambiguity without slowing your marketing  timeline. 


It’s much easier to connect with prospects when you know exactly what they’re looking for. That’s part of what this toolkit aims to help you do. The kit includes survey templates to measure consumer sentiment and do targeted research, designed by our in-house survey scientists to eliminate bias or error. It also contains an ultimate guide for creating data-rich content that is uniquely valuable to your audience.

Whether you’re looking for quick insights before you design your campaign or a way to track success afterward, surveys can make it easier to remove the guesswork and stand on solid ground as you plan. 

events manager

Successful events require such meticulous attention to detail that event planning is often ranked among the most stressful jobs in existence. This toolkit includes templates for survey feedback, best practices for timing surveys and leveraging data, mistakes to avoid, and more. Collect the input you need to plan your event, get feedback afterward, and get insights about your attendees right in the moment. 


Have you ever tried something in black, stared at it for 5 minutes trying to decide whether you liked it, tried it in green, stared, and then repeated the process until a whole half hour had slipped away and you still had no idea which one looked better? Us too. Sometimes the only way to know what works is to ask. That’s where this toolkit comes in.

With resources for concept testing logos, website interfaces, packaging, and product, the toolkit covers many of the ways you’d need to use surveys—with all of the complicated survey programming already done. There are also tons of resources for collecting customer feedback and getting insights about the designs that would make the biggest impact. 


It’s easy for people who don’t understand brand marketing to demand metrics that don’t tell the whole picture. Clicks, for example, don’t say anything about intent. It’s hard for numbers in a vacuum to tell a story about your company identity. Feedback focuses that lens. This toolkit covers all the stages of brand feedback, from general brand tracking to messaging awareness to competitive research. Use this kit to add context and color to your understanding (and reports) of your work. 

customer support person with survey

Customer support teams are constantly bombarded with pressure—from customers, from leaders, and even from internal partners. This toolkit delivers resources for an end-to-end feedback program to track overall success, customer satisfaction check-in templates, team check-in templates to make sure no one is getting too burned out, and an overview of helpful integrations.

The kit is designed to make a complicated, high-intensity job more effortless. We hope it helps your team earn a well-deserved break. 

CRM admin and charts

This toolkit was designed to help admins collect, synthesize, and share customer feedback with the stakeholders they support. With scientifically sound, expert-written survey templates and ways to integrate and automate feedback workflows, the goal of the toolkit is to make a busy job (yours!) more seamless and to add depth and value to your data.

HR leader and surveys

When employees are the heart of your work, you have to keep their voice present in everything you do. After all, experiences are subjective, and data has shown a powerful disconnect between leaders’ perceptions and employees’ lived experiences. Surveys take out the guesswork. This toolkits includes survey templates for top HR use cases, a guide for interpreting employee feedback, and useful tips. 

DEI leader and survey

Seventy-eight percent of employees want to work for a company that prioritizes diversity. DEI is a newer field—one that many companies claim to value, but few have well-developed systems in place to pursue (yet). Do you need hard metrics to prove which DEI initiatives are making an impact? Are you worried that people of a certain background might feel overlooked? Are you interested to hear which parts of your culture your employees like the best?

This toolkit includes survey templates developed by research scientists in collaboration with respected organizations like Lean In and Paradigm, as well as helpful resources and tips for collecting DEI feedback.


Surveys can help you not only check in with job candidates, but also get input and data points to help you win them over. What if you could tell prospects that 95% of your employees consider your workplace to be inclusive? What if an insight from a two-question email survey could make your candidate experience dramatically better?

This toolkit includes the resources to help you collect feedback and build programs that keep the data flowing in. 

HR person with survey

Do remote employees feel connected to their peers? Do people of certain backgrounds get treated differently at work? Are your employees interested in mentoring opportunities? This toolkit has expert-designed survey templates and resources for building employee engagement programs and collecting feedback at every stage of the employee lifecycle. 

market researcher

Designed to help you get scientifically sound insights quickly and holistically, this toolkit includes heavily tested survey templates for competitive, consumer, and brand research as well as best practices, step-by-step guides, and integrations for larger data sets and more complete insights. Work with confidence, guided by our in-house survey experts. 

user researcher with data

As the resident scientists of the business world, user researchers are expected to do academic-caliber research on a competitive corporate timeline. This toolkit was designed to help researchers understand their base and provide tangible, actionable advice to their partners in product and marketing with templates, useful integrations, and more. 

IT leader

This toolkit aims to help IT pros assess new technology and manage employee needs/security concerns all at the same time. It has expert templates for measuring new software solutions and collecting help desk feedback, as well as security awareness tests. The toolkit also shares detailed information about SurveyMonkey’s own security practices.

If you’re responsible for tracking your work, running employee awareness programs, or muddling through the seemingly endless list of requests for new tools, this is the resource for you.

project manager

Project managers might empathize with the circus jugglers and street performers who keep dozens of plates spinning at the top of their sticks at one time. They have to track work and budget, manage team communication, and always, always be on the alert for potential scope creep. Surveys can help give structure to that work, and this toolkit focuses on common tasks and check-ins that can be programmatic (or even automated).

The toolkit features resources for scheduling and meeting feedback, as well as a guide for collecting feedback and inspirational customer stories. 

product manager

For product managers, there’s a lot at stake. You know that. Your colleagues know it. Your friends and family probably know it. Surveys help product professionals understand where to make the strongest impact for potential users. 

Track market changes and shifting consumer needs with tools for market research. Test new features and ideas with resources for concept testing. Get the insights you need to make product decisions based on scientifically validated research. This toolkit helps with best practices, survey templates, and end-to-end guides for doing survey research effectively. 

software engineer

Engineering teams exist in the center of a confluence of organizational priorities, timelines, and influences. This toolkit enables you to use surveys to simplify and prioritize when it starts to feel too chaotic. The kit includes resources for quickly testing new products and features with beta users, aligning the team, and sharing findings internally with minimal friction so that you can focus on innovation, not coordination.

healthcare employee and survey

Healthcare providers often work with patients when they’re at their most vulnerable, and when they have the most going on. As patients bounce between clinics and labs, procedures, and treatments, surveys make it possible to gently check in with them without putting them on the spot.

Almost equally important are employee surveys for healthcare workers, which let organizations connect with staff as they process the lingering effects of a whirlwind, emotional, and traumatic pandemic. 

This toolkit includes expert-designed surveys (built with HIPAA in mind) and examples of how well-known healthcare institutions are already using surveys to design a better patient experience. 

Regardless of what you’re planning to use surveys to achieve, we hope that these toolkits will make you feel more confident doing it. Being a survey scientist is (probably) not your job, but our goal making these toolkits was to share out their skills so you can do your job better. Good luck, and happy surveying!