Customer Input Surveys
Problem
A key friction point in Minoa's workflow was data collection. To build compelling ROI models, sellers needed real business metrics from prospects: current costs, team sizes, time spent on processes. This was happening through spreadsheet requests sent over email, which created delays, felt insecure for sensitive data, and required manual data transfer back into Minoa.
Solution
Customer Surveys brought the data collection workflow into the platform with a dual experience: a seller side for creating and monitoring surveys, and a prospect portal that feels secure and professional. The solution reduced friction for everyone and automated the entire pipeline from data collection to ROI calculation.
Create and Launch Surveys
Select and group inputs needed to gather baseline metrics from your prospect. Launch and send a customer-facing survey with confidence.
Monitor Response Completion
With the survey in flight, easily see what is completed in real-time, and keep track of what still needs to get done.
Review and Approve Responses
Users are in control with the ability to select and approve (individually or batched) which responses to push the ROI model.
Prospect Experience
Potential customers receive a link that directs them to a clean and secure portal to input their financial data.
Client Background
Minoa is a value intelligence platform that helps B2B sales teams create collaborative business cases: turning complex ROI spreadsheets into clean, shareable documents that sellers co-create with their prospects. These business cases are living documents that prospects can interact with, not static PDFs.
Requirements
Solution
We built Customer Input Surveys: a connected two-sided experience:
On the seller side, they could create and launch surveys, track completion, and approve responses directly into the ROI model. On the prospect side, they saw a polished, branded portal that felt secure and professional
Seller Experience
2
1
1
Create, launch, monitor
Create a survey, select which data inputs you need, and send it to your prospective customer. View real-time survey responses, easily see inputs awaiting completion.
Prospect Experience
4
3
4
Polished and Branded
A high trust experience that guides the user to completing all fields.