What This Template Is For
An NPS program is not a single survey. It is a recurring measurement system with defined cadence, audience rules, follow-up workflows, and trend analysis. The score itself (a number from -100 to +100) is useful as a benchmark, but the real value comes from the follow-up: what are Detractors unhappy about, what do Passives need to become Promoters, and what specific feedback should route to which team?
Most NPS implementations collect scores and stop there. The PM reports "NPS is 42" in a slide deck, nobody does anything with the data, and the survey runs again next quarter producing the same number. A well-structured NPS program ties every response to a workflow: Detractors get a personal follow-up within 48 hours, Passives receive targeted product updates, and Promoters are invited to leave reviews or participate in case studies.
This template sets up the full program: survey design, targeting rules, analysis framework, and closed-loop follow-up. For the calculation methodology, the NPS Calculator lets you compute scores instantly. The NPS metric reference covers benchmarks and interpretation. For a broader satisfaction measurement approach, see the survey design template. The Product Analytics Handbook covers how NPS fits into a full measurement practice.
How to Use This Template
- Define the survey audience and cadence. Transactional NPS (triggered by an event, e.g., 30 days after signup) and relational NPS (sent on a fixed schedule, e.g., quarterly) serve different purposes. Most products need both.
- Set targeting rules to avoid survey fatigue. No user should receive an NPS survey more than once per quarter.
- Design the survey: the standard NPS question ("How likely are you to recommend...") plus 1-2 follow-up questions.
- Build the closed-loop workflow: what happens when a Detractor, Passive, or Promoter responds?
- Define the reporting cadence and audience. Who sees the NPS report, how often, and in what format?
- Run the first survey cycle, analyze results, and calibrate the follow-up workflow before scaling.
The Template
Program Overview
| Field | Details |
|---|---|
| Program Name | [e.g., "Product NPS Program"] |
| Owner | [PM or CX lead name] |
| NPS Type | [Transactional / Relational / Both] |
| Survey Tool | [Delighted / Wootric / Satismeter / Custom in-app] |
| CRM Integration | [e.g., "Responses sync to HubSpot contact records"] |
| Launch Date | [Date] |
| Current NPS | [Score, or "Baseline TBD"] |
| Target NPS | [Score] |
Survey Design
Primary question (standard NPS):
"How likely are you to recommend [Product] to a colleague or friend?"
Scale: 0 (Not at all likely) to 10 (Extremely likely)
Follow-up question 1 (conditional):
| Score | Follow-up Question |
|---|---|
| 0-6 (Detractor) | "What is the primary reason for your score?" [Free text] |
| 7-8 (Passive) | "What could we do to earn a higher score from you?" [Free text] |
| 9-10 (Promoter) | "What do you value most about [Product]?" [Free text] |
Follow-up question 2 (optional):
"Which area of [Product] matters most to you right now?"
[Multiple choice: e.g., "Performance / Features / Pricing / Support / Integrations / Other"]
Survey length: 2-3 questions. Do not add more. Every additional question reduces response rates.
Audience and Cadence
Transactional NPS:
| Trigger | Timing | Audience | Frequency Cap |
|---|---|---|---|
| [e.g., "30 days after signup"] | [30 days post-signup] | [All new users who have been active in the past 7 days] | [Once per trigger event] |
| [e.g., "After support ticket resolution"] | [24 hours after ticket closed] | [Users who submitted a support ticket] | [Max once per 90 days] |
| [e.g., "After major feature use"] | [After 5th use of feature X] | [Users of feature X] | [Once per feature lifecycle] |
Relational NPS:
| Cadence | Timing | Audience | Exclusions |
|---|---|---|---|
| [Quarterly] | [First Monday of quarter] | [All active users (logged in within 30 days)] | [Users who received transactional NPS in past 30 days] |
Suppression rules:
- ☐ No user receives more than 1 NPS survey per 90 days (across all trigger types)
- ☐ Users who unsubscribed from marketing emails are excluded
- ☐ Free trial users in their first 7 days are excluded (too early for meaningful feedback)
- ☐ Internal test accounts are excluded
Scoring and Segmentation
Score categories:
| Category | Score | Typical % | Description |
|---|---|---|---|
| Promoter | 9-10 | [X%] | Loyal advocates who will refer others |
| Passive | 7-8 | [X%] | Satisfied but not enthusiastic; vulnerable to competitors |
| Detractor | 0-6 | [X%] | Unhappy; risk of churn and negative word-of-mouth |
NPS = % Promoters - % Detractors
Segmentation dimensions (for analysis):
| Dimension | Values | Purpose |
|---|---|---|
| Plan type | [Free / Starter / Pro / Enterprise] | Identify satisfaction gaps by tier |
| Tenure | [0-30d / 31-90d / 91-180d / 180d+] | Track satisfaction over the customer lifecycle |
| Use case | [Derived from product usage or follow-up Q2] | Understand which use cases drive satisfaction |
| Company size | [1-10 / 11-50 / 51-200 / 200+] | Spot enterprise vs. SMB differences |
Closed-Loop Workflow
Detractor response (score 0-6):
| Step | Action | Owner | Timeline |
|---|---|---|---|
| 1 | Slack alert to #nps-alerts with score, user info, and verbatim | Automated | Immediate |
| 2 | CS manager reviews and assigns to appropriate team member | CS Manager | Within 4 hours |
| 3 | Personal outreach (email or call) to understand the issue | CS Rep or PM | Within 48 hours |
| 4 | Log issue in product feedback tracker with NPS tag | CS Rep | After outreach |
| 5 | Follow up with resolution or status update | CS Rep | Within 7 days |
| 6 | Re-survey after 90 days to measure recovery | Automated | 90 days later |
Passive response (score 7-8):
| Step | Action | Owner | Timeline |
|---|---|---|---|
| 1 | Tag contact as "Passive" in CRM | Automated | Immediate |
| 2 | Add to targeted email sequence highlighting new features | Marketing | Next business day |
| 3 | If verbatim mentions a specific gap, route to PM | CS Manager | Within 1 week |
Promoter response (score 9-10):
| Step | Action | Owner | Timeline |
|---|---|---|---|
| 1 | Tag contact as "Promoter" in CRM | Automated | Immediate |
| 2 | Send "Thank you" email with review request (G2, Capterra) | Automated | Immediate |
| 3 | Add to case study and referral candidate lists | Marketing | Weekly review |
| 4 | Invite to beta program or advisory board | PM | Quarterly review |
Reporting
| Report | Cadence | Audience | Content |
|---|---|---|---|
| Real-time dashboard | Live | Product team | Current NPS, response volume, recent verbatims |
| Monthly trend report | Monthly | Product + CS + Exec | NPS trend, segment breakdown, top themes, action items |
| Quarterly deep dive | Quarterly | Leadership team | YoY comparison, cohort analysis, competitive benchmark, strategic recommendations |
Trend Tracking
| Period | Responses | Promoters | Passives | Detractors | NPS | Change |
|---|---|---|---|---|---|---|
| [Q1 2025] | [N] | [%] | [%] | [%] | [Score] | [Baseline] |
| [Q2 2025] | [N] | [%] | [%] | [%] | [Score] | [+/-] |
| [Q3 2025] | [N] | [%] | [%] | [%] | [Score] | [+/-] |
| [Q4 2025] | [N] | [%] | [%] | [%] | [Score] | [+/-] |
| [Q1 2026] | [N] | [%] | [%] | [%] | [Score] | [+/-] |
Filled Example: B2B SaaS NPS Program
Program Overview
| Field | Details |
|---|---|
| Program Name | TaskFlow Product NPS Program |
| Owner | Maria Chen (PM) + Lisa Park (CS Lead) |
| NPS Type | Both: Transactional (30-day post-signup) + Relational (quarterly) |
| Survey Tool | Delighted (in-app + email) |
| CRM Integration | Responses auto-sync to HubSpot contacts; Detractor alerts to Slack #nps-alerts |
| Launch Date | January 2025 |
| Current NPS | 42 (Q4 2025) |
| Target NPS | 55 (Q4 2026) |
Trend Data
| Period | Responses | Promoters | Passives | Detractors | NPS | Change |
|---|---|---|---|---|---|---|
| Q1 2025 | 312 | 48% | 29% | 23% | +25 | Baseline |
| Q2 2025 | 347 | 51% | 28% | 21% | +30 | +5 |
| Q3 2025 | 398 | 54% | 27% | 19% | +35 | +5 |
| Q4 2025 | 421 | 56% | 30% | 14% | +42 | +7 |
| Q1 2026 | 445 | 58% | 28% | 14% | +44 | +2 |
Top Detractor Themes (Q1 2026)
| Theme | Mentions | Example Verbatim |
|---|---|---|
| Reporting limitations | 18 (29%) | "I can't build custom dashboards. I export to Google Sheets every week." |
| Mobile experience | 14 (23%) | "The mobile app is barely functional. I can only read, not edit." |
| Integration gaps | 11 (18%) | "No native Slack integration means I miss updates." |
| Performance (large projects) | 9 (15%) | "Projects with 500+ tasks slow to a crawl." |
Closed-Loop Results (Q1 2026)
| Metric | Value |
|---|---|
| Detractor outreach rate | 100% (62/62 contacted within 48 hours) |
| Detractor recovery rate | 34% (21/62 improved score by 3+ points on re-survey) |
| Promoter review conversions | 28 G2 reviews generated from 258 Promoter asks (10.9%) |
| Passive-to-Promoter conversion | 14% (17/118 moved to 9-10 on next survey) |
Key Takeaways
- NPS is a program, not a survey. The survey is the starting point; the follow-up workflows create the value
- Run both transactional (event-triggered) and relational (quarterly) NPS for complete coverage
- Cap survey frequency at one per user per 90 days to prevent fatigue
- Close the loop: contact every Detractor within 48 hours, invite every Promoter to review
- Track NPS trends quarterly and segment by plan type, tenure, and use case
About This Template
Created by: Tim Adair
Last Updated: 3/4/2026
Version: 1.0.0
License: Free for personal and commercial use
