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Life Hacks Competitor Research Survey

Customer Survey

Customer Interviews

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Research Objective

Understand customer preferences and identify gaps in competitors' financial management tools to enhance the offerings of Life Hacks accordingly.

Customer Interview Details

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Survey Objectives

Understand customer preferences and identify gaps in competitors' financial management tools to enhance the offerings of Life Hacks accordingly.

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Objective

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Screeners (max 5)

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Target Responders

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Understand customer preferences and identify gaps in competitors' financial management tools to enhance the offerings of Life Hacks accordingly.
[{"text":"Have you used YNAB, Mint, or PocketGuard in the past six months?","type":"mc","options":["Yes, I have used YNAB","Yes, I have used Mint","Yes, I have used PocketGuard","No, I have not used any"],"required":true}, {"text":"How long have you been using your current personal finance tool?","type":"mc","options":["Less than 3 months","3-6 months","6-12 months","More than a year"],"required":true}, {"text":"What is your main reason for selecting your current personal finance tool?","type":"mc","options":["Budget tracking","Spending insights","Goal setting","Financial education"],"required":true}]
[{"text":"What do you like most about using this financial management tool?","type":"open","required":true}, {"text":"Is there anything you dislike about the tool? Please explain.","type":"open","required":true}, {"text":"How likely are you to recommend this tool to a friend or colleague?","type":"mc","options":["Very likely","Somewhat likely","Unlikely","Very unlikely"],"required":true}, {"text":"Have you encountered any challenges in using this tool? If so, please describe.","type":"open","required":true}, {"text":"Are there any features or services you wish this tool offered that it currently does not?","type":"open","required":true}, {"text":"Does the tool align its financial suggestions with your personal life priorities such as healthcare or education?","type":"mc","options":["Yes, very well","Somewhat","Not really","Not at all"],"required":true}, {"text":"Would you consider switching to another financial management tool? Why or why not?","type":"open","required":true}, {"text":"What do you think about the price/value ratio of this service?","type":"mc","options":["Excellent","Good","Fair","Poor"],"required":true}, {"text":"Have you used any of the educational content provided by the service? Was it helpful?","type":"open","required":true}, {"text":"How well do you feel this tool helps you understand your spending patterns?","type":"mc","options":["Very well","Somewhat well","Not well","Poorly"],"required":true}]
Thank you for taking the time to participate in our research. We're interested in learning about your experiences with personal finance tools to help us improve our own service offerings. Your feedback will play a crucial role in shaping a product that fits better into your financial management needs.
Life Hacks CompRes Survey
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