Subscriber Welcome Survey Builder: Free Claude Skill

How it works

Place it after signupCapture the email first, then open the survey on the very next screen.
Write tap-to-answer questionsOne question per screen, each one tied to a tag someone will actually use.
Add the money branchesOwn or rent leads to buying or selling; business owners get the media kit question.
Name the tagsConsistent lowercase prefixes so tags survive in your email platform.
Build the offer wallShow each person 1 to 3 real, labeled offers that match their answers.
Plan the follow-upsDecide what each tag triggers, from media kit sends to business-owner emails.

Have this ready

Your towns and newsletter sections
Your email platform and survey tool
Current sponsors and what they will offer
Your own offers, like a media kit
The segment you most want to grow

What you get back

The full question list with answer options
A branch map you can build in any tool
A tag plan with what each tag is for
Offer wall matrix and card copy
Follow-ups each tag triggers

A taste of the output

From the worked exampleMade-up town, for illustration

Q4. Do you own or rent your home?
Own / Rent / Prefer not to say
Tags: home-own, home-rent

Q5a (own). Thinking about selling in the next 12 months?
Yes / Maybe later / No
Tags: seller-12mo, seller-later, seller-no

Q7. Do you own or run a local business?
Yes / No
Tags: biz-owner, biz-no

Q9 (business owners). Want our media kit? It's short.
Yes, send it / Not now
Tag: wants-media-kit

Offer card for seller-12mo:
Sponsored. Curious what your home is worth?
A free, no-pressure valuation from Jordan Reyes, our featured realtor.
Jordan will reach out by email. [Get my number]

What's in the download

welcome-survey-builder/SKILL.mdThe playbook Claude reads

welcome-survey-builder/examples/worked-example.mdA full sample run

welcome-survey-builder/references/quality-checks.mdPass or fail checks

welcome-survey-builder/templates/operator-worksheet.mdFill-in worksheet

New to skills? Here is how to add one to Claude in about three minutes.

Rather have it done for you?

Every new subscriber is a sales lead.

greetform runs this survey for you right after every signup, shows matched offers, and syncs the answers to your email platform.

See greetform

Questions

Why not just send the survey in the welcome email?

Because almost nobody answers it there. In our own publications, about 2% finish a survey sent later in an email, while a little under half finish one shown on the next screen after signup.

Will this hurt my signup rate?

It should not, because the email is captured first and the signup form stays a single field. The survey comes after they are already subscribed, and every question can be skipped.

Can I pass answers to my sponsors?

Share counts and segments freely. Pass an individual's details to a sponsor only when that person taps the sponsor's offer card, and the card says who will reach out.