QuestionPunkQuestionPunk
無料で始める
すべてのテンプレート
Marketing & Growth

Free Trial Conversion: Value, Blockers & Upgrade Intent Survey

Measures perceived product value, identifies conversion blockers, and assesses upgrade intent among free trial users to inform retention and conversion optimization strategies.

このテンプレートを使うほかのテンプレートを見る

設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全22問・約10分
Q01
メッセージ

Welcome! Thank you for taking a few minutes to share your experience with your free trial. This survey takes approximately 10 minutes to complete. Your responses are confidential and will be reported only in aggregate to help us improve the product. Participation is completely voluntary, and you may stop at any time. There are no right or wrong answers — we are simply interested in your honest opinions.

Q02
選択式

In the last 7 days, approximately how many times did you use the product?

  • 0 times
  • 1–2 times
  • 3–5 times
  • 6–10 times
  • 11+ times
Q03
オピニオンスケール

Based on your trial so far, how would you rate the overall value this product provides to you?

スケール: 1 – 7
最小:Very low value最大:Very high value
Q04
オピニオンスケール

How likely are you to upgrade to a paid subscription after your trial ends?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q05
選択式

What, if anything, is preventing you from upgrading right now? (Select all that apply)

  • Price is too high
  • Missing key features
  • Hard to set up or learn
  • Integration gaps
  • Data migration concerns
  • Security or compliance requirements
  • Requires stakeholder approval
  • Still proving value internally
  • Budget not available
  • No blockers — nothing is preventing me
  • Other (please specify)
Q06
選択式

Are you currently evaluating any alternative products alongside this trial?

  • Yes
  • No
Q07
オピニオンスケール

How helpful would an extended trial period be in making your upgrade decision?

スケール: 1 – 5
最小:Not at all helpful最大:Extremely helpful
Q08
AIインタビュー

We'd like to learn a bit more about your trial experience. An AI moderator will ask you a couple of brief follow-up questions.

Q09
自由回答（長文）

Based on your responses in this survey, is there anything else you would like to share about your trial experience or decision-making process?

Q10
選択式

Which of the following best describes your role?

  • Individual contributor
  • Team lead / Manager
  • Executive
  • Procurement / Finance
  • IT / Security
  • Other (please specify)
Q11
メッセージ

Thank you for your time and feedback! Your responses will help us improve the product and your experience. If you have any questions, please contact our support team.

Q12
選択式

What are your primary goals for using this product? (Select all that apply)

  • Create or manage projects
  • Collaborate with my team
  • Automate workflows
  • Analyze or report data
  • Integrate with other tools
  • Learn and evaluate capabilities
  • Other (please specify)
Q13
オピニオンスケール

How easy has it been to learn and use the product during your trial?

スケール: 1 – 7
最小:Very difficult最大:Very easy
Q14
選択式

Which of the following best describes your current thinking about upgrading to a paid subscription?

  • I plan to upgrade within 7 days
  • I plan to upgrade within 30 days
  • I need more time to evaluate
  • I am unlikely to upgrade
  • I have already upgraded to a paid plan
Q15
オピニオンスケール

How would you describe the current pricing relative to the value you have experienced during your trial?

スケール: 1 – 7
最小:Much too expensive for the value最大:Excellent value for the price
Q16
自由回答（長文）

Which alternative products are you currently evaluating?

Q17
選択式

How many people on your team currently use or are expected to use this product?

  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,000+
Q18
オピニオンスケール

How well does the product's feature set meet your current needs?

スケール: 1 – 7
最小:Does not meet my needs at all最大:Completely meets my needs
Q19
選択式

Based on what you know so far, which plan level seems like the best fit for your needs?

  • Basic / Starter
  • Pro / Team
  • Business
  • Enterprise
  • Not sure yet
Q20
プルダウン

What country or region are you located in?

  • North America
  • Europe
  • United Kingdom
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
  • Other
Q21
オピニオンスケール

How reliable has the product been during your trial (e.g., performance, uptime, accuracy)?

スケール: 1 – 7
最小:Very unreliable最大:Very reliable
Q22
ランク付け

Please rank the following benefits from most to least important for your team.

  1. Saves time
  2. Improves quality
  3. Reduces costs
  4. Easier collaboration
  5. Better visibility and analytics
  6. Flexibility and customization
ドラッグして順位を付ける

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Purpose-built for free trial conversion: dedicated opinion-scale questions on perceived value, learnability, feature fit, and reliability, plus a pricing-vs-value rating specifically tied to the trial experience.
  • Explicitly surfaces upgrade blockers and intent with a multi-select 'what's preventing you from upgrading' question, an upgrade-thinking status question, and a best-fit plan question — not generic satisfaction items.
  • Includes a live AI follow-up interview that can adaptively probe on vague or interesting answers (e.g., why a blocker matters, what would change their mind), something a static question list can't do.
  • Adds a ranking exercise for benefit prioritization and an alternatives-evaluation question, then rolls everything into an auto-generated report — giving product/growth teams a ready-to-use retention analysis, not just raw response data.

SurveyMonkey

Brand Conversion Survey Template

This is a general brand/purchase conversion template rather than one built around the free-trial-to-paid funnel specifically, so questions on trial usage, upgrade blockers, and plan fit would need heavy customization. It's a ready-to-field static template, useful as a quick generic starting point but not tailored to SaaS trial dynamics like extended-trial willingness or pricing-vs-value perception during a trial.

優れている点

  • Quick to deploy from an established template library with broad question-writing support
  • Backed by SurveyMonkey's large survey platform, likely offering benchmarking and standard skip-logic branching
  • Familiar, easy-to-answer format for respondents

物足りない点

  • Static question set with no adaptive AI follow-up probing on interesting or ambiguous answers
  • No voice AI interview option or guided screen-share task capability
  • Not tailored to free-trial-specific dynamics (upgrade blockers, plan-fit assessment, extended trial value) and would require significant editing

よくあるご質問

「Free Trial Conversion: Value, Blockers & Upgrade Intent Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が22問含まれており、最初の設問は次のとおりです：「Welcome! Thank you for taking a few minutes to share your experience with your free trial. This survey takes approximate…」・「In the last 7 days, approximately how many times did you use the product?」・「Based on your trial so far, how would you rate the overall value this product provides to you?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、22問を約10分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

関連テンプレート

似たテーマのほかの調査もご覧ください。

すべて見る
Marketing & Growth

Prospect Purchase Barriers & Risk Perception Survey

Identifies perceived risks, unmet needs, and key barriers among prospective buyers to inform messaging strategy and conversion optimization.

テンプレートを見る
Marketing & Growth

Proptech Platform Trial Evaluation Survey

Evaluates trial users' satisfaction with maintenance response, platform communication, and property listing accuracy to inform conversion strategy and product improvements.

テンプレートを見る
Marketing & Growth

Brand Conversion Funnel & Purchase Driver Survey

Tracks where prospects and past buyers stand in the path from awareness to purchase, what drives or blocks that decision, and how price perceptions factor in — with an AI follow-up that reconstructs the specific moment someone almost bought (or almost switched away) instead of relying on generic attitude ratings.

テンプレートを見る
Marketing & Growth

Product Retention & Value Proposition Assessment

Measures why active users stay, what value they perceive, and where retention risk exists. Designed for product teams assessing product-market fit, switching costs, and competitive positioning.

テンプレートを見る
Marketing & Growth

Sales Demo Feedback and Buying Intent Survey

Captures how prospects experienced your live product demonstration — clarity, relevance, and perceived value — plus a clear read on purchase intent. An AI follow-up interview digs into the real reasoning behind that intent, surfacing hidden objections and what would move the deal forward that a rating alone won't reveal.

テンプレートを見る
Marketing & Growth

Landing Page Clarity, Trust & Conversion Intent Survey

Evaluates how clearly a landing page communicates its value, how much trust it builds, and whether visitors intend to act. Ideal for UX researchers, product marketers, and CRO teams diagnosing friction and optimizing conversions.

テンプレートを見る