Succo supports 19+ research, customer feedback, and growth use cases: lead capture, newsletter signups, sales qualification, public news polls, customer satisfaction (CSAT/NPS), churn interviews, onboarding feedback, support ticket triage, investor and board live reports, product discovery (jobs-to-be-done), feature voting, beta tester pulse, pricing and willingness-to-pay (Van Westendorp), brand and positioning research, employee pulse, exit interviews, post-event feedback, live event polls with projected dashboards, content topic validation, and B2B account research synthesis. Each use case is delivered through one or more of three input channels: embeddable forms (short widgets on a website), AI-drafted surveys (longer questionnaires shared via public link with bias detection), or uploads (PDFs, transcripts, CSVs, pasted text). Every use case produces output in two views: an Analytics dashboard (auto-generated charts per question, filterable and embeddable on third-party sites via iframe / script / oEmbed) and a Discovery view (AI-clustered themes, JTBD opportunities, team triage). Specific use cases like live event polls, public news polls, and investor board reports take advantage of the embeddable dashboard as a live public-facing artifact.
Real research, customer feedback, and growth playbooks. Each one shows the outcome you can expect, the channel that fits, and how long setup takes.
New to Succo?
Find the use case that fits.
Lead capture & contact
Form
Replace a generic contact form with one that asks the right qualifying questions and routes leads automatically.
What you get
Qualified leads with company size, role and intent attached
Auto-tagging by topic so marketing and sales pull the right list
Less manual triage — sales-ready leads bubble to the top
For
Marketing, sales ops
Output
Analytics
Setup
~5 min
Newsletter signup with context
Form
A 30-second form that captures the email plus what the subscriber actually wants to hear about.
What you get
Segmented list from day one (no separate "preferences" follow-up)
Higher open rates because content matches expressed interest
A pulse on which topics are pulling subscribers in
For
Content, growth
Output
Analytics
Setup
~3 min
Sales prospect qualification
Form
A short form on the demo or pricing page that pre-qualifies before booking a call.
What you get
Sales calendar protected — only ICP-fit prospects book
Conversation context attached: budget, timeline, current stack
Auto-routing to the right rep based on territory or segment
For
Sales, RevOps
Output
Analytics
Setup
~8 min
Public poll for a news article
Survey
Run a survey for a journalistic piece, embed the live result dashboard in the article. Readers contribute and see the updating result.
What you get
Live bar / donut chart embedded directly in the page
Public share link plus oEmbed-friendly URL for Notion, Ghost, Canva
Daily and total response counters visible in the embed
For
Newsrooms, magazines, content sites
Output
Analytics
Setup
~8 min
Customer satisfaction & churn
SurveyForm
Run NPS, CSAT, or churn interviews. Turn 200 vague comments into ranked themes you can act on.
What you get
NPS score with promoter/detractor distribution
Open-ended answers clustered into 5–10 ranked themes with quotes
A churn risk signal you can route to CS automatically
For
Customer success, product
Output
Both views
Setup
~10 min
Onboarding & activation feedback
Survey
A trigger-based 60-second survey at days 1, 7, and 30 to find friction in the activation funnel.
What you get
Stop-the-bleeding fixes for friction in the first week
Drop-off reasons grouped by segment (SMB vs enterprise, role, etc.)
Direct quotes you can paste into product specs
For
Onboarding, product, growth
Output
Both views
Setup
~15 min
Support ticket triage
Upload
Drop in a CSV export of past tickets and let Succo cluster them into product issues, how-to questions, billing, and edge cases.
What you get
Top 10 product issues ranked by ticket frequency
How-to clusters that point to docs and onboarding gaps
Evidence (verbatim tickets) attached to each cluster
For
Support, product, docs
Output
Discovery
Setup
~5 min
Investor & board live report
SurveyForm
Embed an internal dashboard (NPS, churn signals, CSAT trend) in your Notion or Confluence board space — it refreshes itself, no copy-paste at every QBR.
What you get
A single dashboard URL pinned in your board doc
Filters saved for the cohort/period you report on
Multiple dashboards per survey — keep public minimal and internal detailed
For
Founders, CS leads, RevOps
Output
Analytics
Setup
~10 min
Product discovery (JTBD)
SurveyUploadForm
Combine surveys, embedded feedback, and past interviews into a ranked list of jobs-to-be-done.
What you get
JTBDs grouped by segment with supporting quotes
A ranked roadmap of opportunities by frequency × severity
Decision brief export ready for your product review
For
Product managers, founders
Output
Discovery
Setup
~20 min
Feature voting & roadmap input
Form
A public form (or invite-only link) where customers describe what they want and explain why.
What you get
Prioritized feature requests by signal, not loudest customer
Reasons attached to each request (the "why" not just the "what")
Auto-clustering of duplicates so you stop counting the same idea twice
For
Product, founders
Output
Both views
Setup
~5 min
Beta tester pulse
Survey
A weekly 3-question survey to your beta cohort to read what is working and what is breaking.
What you get
A weekly read on bugs, blockers and "loved it" moments
Trend lines across cohorts so you see if a release improved things
Verbatim quotes ready for changelog and launch announcements
For
Product, engineering
Output
Both views
Setup
~5 min
Pricing & willingness-to-pay
Survey
Van Westendorp price sensitivity, conjoint-style trade-offs, or simple WTP — bias-checked by Succo before you publish.
What you get
Optimal price point and "too cheap / too expensive" thresholds
Plan packaging insight: which features people would actually pay extra for
Confidence interval on the recommendation, not a single number
For
Founders, pricing leads, growth
Output
Analytics
Setup
~25 min
Brand & positioning research
Survey
Ask customers how they describe you in their own words. Compare to how you describe yourself.
What you get
The actual words and metaphors customers use (use them in copy)
Comparator brands they mention unprompted
Gaps between your promise and their perception
For
Marketing, founders
Output
Discovery
Setup
~15 min
Employee pulse
Survey
Anonymous, AI-drafted, no leading questions. Get to what people actually think without the HR template.
What you get
A monthly sentiment trend you can act on
Free-text themes summarized — not raw walls of text
Anonymity preserved by design (no email, no IP linkage)
For
People ops, founders, managers
Output
Both views
Setup
~10 min
Exit & offboarding interviews
SurveyUpload
A structured exit survey, plus the ability to upload past exit interview notes for cross-cohort analysis.
What you get
Pattern of why people leave (manager, comp, growth, fit, …)
Verbatim feedback you can share anonymized in leadership review
Year-over-year comparison once you have multiple cohorts
For
People ops, leadership
Output
Discovery
Setup
~12 min
Post-event feedback
Survey
A 60-second survey at the end of a workshop, webinar, or conference. A summary the next morning.
What you get
NPS plus 3 themes plus the best 5 verbatims, by morning
No spreadsheets, no manual tagging
Reusable across recurring events to spot drift
For
Events, marketing, community
Output
Both views
Setup
~5 min
Live event poll — projected dashboard
Survey
Run a 3-question survey during a talk, project the live dashboard on screen, embed it in the event recap blog the next morning.
What you get
Live bar / NPS results updated as people respond
A shareable URL the audience can scan into via QR code
An embed snippet you drop in the recap article — keeps updating for post-event traffic
For
Events, conferences, meetups
Output
Analytics
Setup
~5 min
Content & topic interest validation
FormSurvey
Validate demand for a course, ebook, podcast or blog series before you build it.
What you get
Demand signal with conversion rate (would-pay vs would-read-free)
The exact angle and framing that resonates
A pre-warmed waitlist for launch day
For
Content, course creators, podcasters
Output
Analytics
Setup
~8 min
B2B account research synthesis
Upload
Drop in past account interviews, sales call notes, and support transcripts for one customer. Get an account brief.
What you get
A one-page account brief: pains, goals, decision criteria
Quotes attributed back to source
Reusable per account at QBR or renewal time
For
Customer success, account managers
Output
Discovery
Setup
~5 min
Choose the right channel
Not sure which channel?
You can mix all three; they feed the same pipeline. Start here if you are unsure.
← Swipe horizontally to see the output view and setup columns
If you want to…
Channel
Best output view
Typical setup
Capture leads, signups, or a quick NPS on a page
Form
AnalyticsConversion + segment breakdown
Drop an iframe / script snippet on a landing page
Run a structured study with bias-checked questions
Survey
Both viewsNPS, themes, JTBD opportunities
AI drafts 5–15 questions, share a public link
Synthesize research you already have
Upload
DiscoveryCross-source themes + quotes
Drop PDFs, CSVs, transcripts; click Analyze
FAQ
Common questions about use cases.
Can I combine multiple use cases in one workspace?
Yes. A workspace holds any number of forms, surveys and uploads. They all feed the same insights pipeline so themes are extracted across sources, not just within one.
Do you have ready-made templates for these?
Yes — every use case maps to a template. Click Get started and you can start from a template that pre-fills questions, fields and analysis settings. You can edit everything afterwards.
How long until I see useful insights?
For forms, you see live structured analytics (NPS distribution, completion rates, choice breakdowns) as soon as you have submissions — no run needed. For surveys, insights auto-refresh as new responses arrive. For uploads, click Analyze and results appear in 1–3 minutes for typical batch sizes.
Can I share a live dashboard with people outside Succo?
Yes. Every survey and form has a configurable analytics dashboard you can embed via iframe, script, or oEmbed paste-in. Embedded dashboards update live as new responses arrive and carry the global filters you saved with them. Use it for journalism (live poll results in an article), event recaps (live participation), or board reporting (a Notion-pinned dashboard that always reflects the latest data).
Can I share the analysis with my team?
Yes. Workspaces support team triage on opportunities (status, votes, notes) on the Pro and Research plans. You can also export a Markdown decision brief at any time.
What if my use case isn't listed here?
These are the most common patterns we see. The underlying primitives — forms, surveys, uploads, themes, opportunities — are general purpose. Most research and feedback use cases fit on top of them. If you have a niche flow, just try it.
Pick a use case. Start asking better questions.
Free to start. No credit card. Set up in under a minute.