All the employees the survey is about, not a sample. Results only show for groups with at least 5 responses, so invite whole teams or groups rather than a handful of people.
Your pilot plan
Run the Quarterly Engagement Pulse as a 90-day pilot.
Choose where to focus your next quarter of employee improvements.
- EX Employee
- Quarterly
- 4-8 min to answer
- 50% off the plan and its add-ons for the first three monthly invoices.
- About 7 hours of your own time over the 90 days, by our estimate
Before you start
Who to invite, and what to have ready.
- Your employee list: connect your HR system, or upload a CSV with each person's email, name, department, business unit, manager's email, and hire date.
- One owner for the program, plus a colleague invited as a second admin, so it never depends on one person.
- A short note to your employees saying why you're asking and when they'll hear what changes.
Week 1
Your first survey live on day one.
- Day 1Set up your workspace
Check out, set up your workspace, and invite a colleague as a second admin.
Your time: about 15 minutes - Day 1Bring in your employees
Upload your list or connect your system. Check that departments and managers look right, since results are grouped by them.
Your time: about 45 minutes - Day 1Walk the survey
Open the playbook and take the survey yourself. It starts as a draft, so change any wording that doesn't fit.
Your time: about 30 minutes - Day 1Announce and launch
Send your note to your employees, turn on reminders (up to two, a few days apart), and launch. Invitations start going out by email or text right away, and the survey stays open 14 days unless you change it.
Your time: about 30 minutes - Days 2–7Watch responses come in
Check the response rate by group, and ask leaders of groups close to 5 responses to encourage their teams.
Your time: about 30 minutes
The 90 days
From first answers to a decision.
Act and Lift, where improvements get owners and their results are checked: included in Business and Enterprise; Act and Lift Essentials add-on on Pro. On other plans, keep the owners and dates in your own tracker.
- Day 1First survey live
Invitations are out and responses are coming in.
- About day 21Read what to fix first
The survey has closed, and Rank shows the ranked list of what matters most and how it scores.
Your time: about 1 hour - Day 30Choose what to act on
Use Drivers to see what each priority is linked to, choose a few improvements, give each one an owner, and tell the people who answered what will change.
Your time: about 2 hours - Day 75Pilot review
A conversation with us about what you learned, what changed, and whether to continue.
Your time: about 30 minutes - Day 90Plan the next round
Schedule the next survey. Lift's first read comes with it: Lift reads an improvement against a survey that closes six weeks to 90 days after its work started.
Your time: about 30 minutes - Before day 91Continue or cancel
Full price starts with the fourth monthly invoice. Continue, or cancel before day 91.
Want Lift's first read before you decide? Launch the next survey around day 75, at your pilot review. Improvements started on day 30 will have run six weeks, the survey closes about day 89, and Lift shows whether your Net Ranx score improved, held steady or declined. A change has to be more than 2 points to count.
See the pack an owner gets on day 30 · See this playbook's questions · Plan a different playbook · What each feature does