すべてのテンプレート
Sales & Revenue

POC-to-Purchase Conversion & Decision Driver Survey

Captures structured buyer feedback after a proof-of-concept engagement to identify which POC elements, activities, and decision drivers most influence purchase conversion and win rates.

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25問・約11分
Q01
メッセージ

Welcome, and thank you for participating in this survey about your proof-of-concept (POC) experience. This survey takes approximately 7–9 minutes to complete. Your responses will help us understand what works well in our POC process and where we can improve. Please note: • There are no right or wrong answers — we value your honest opinions. • Participation is entirely voluntary, and you may stop at any time. • Your responses are confidential and will be reported only in aggregate. By continuing, you agree to participate in this survey.

Q02
プルダウン

Which best describes your current stage with our product?

  • Completed POC and purchased
  • Completed POC; decision pending
  • Completed POC and did not purchase
  • POC in progress
  • Planning a POC
  • Evaluated without a POC
  • Exploratory only
Q03
選択式

Which of the following activities were included in your POC? (Select all that apply)

  • Joint kickoff and success plan
  • Connection to sample or production data
  • Custom demo or prototype
  • Hands-on pilot with end users
  • Performance or load testing
  • Security or compliance review
  • ROI or business value modeling
  • Executive readout
  • Other (please specify)
Q04
オピニオンスケール

Overall, how successful was the POC in meeting your stated goals?

スケール: 1 – 7
最小:Not at all successful最大:Extremely successful
Q05
自由回答(長文)

Based on your experience, what one change would have most improved the likelihood of conversion from this POC?

Q06
プルダウン

What is your primary role?

  • Executive/VP
  • Director
  • Manager
  • Individual contributor
  • Consultant/Advisor
  • Other
  • Prefer not to say
Q07
メッセージ

Thank you for your time — your feedback will directly help us improve future POC experiences. Your responses are confidential and will be reported in aggregate.

Q08
プルダウン

What was your primary role in this POC?

  • Decision maker
  • Evaluator/Influencer
  • Project sponsor
  • Technical lead/Engineer
  • Procurement/Legal
  • End user
  • Other
  • Prefer not to say
Q09
オピニオンスケール

How would you rate the quality of the kickoff planning and success criteria definition?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q10
オピニオンスケール

Based on your POC experience so far, how likely is your organization to move forward with a purchase?

スケール: 1 – 7
最小:Very unlikely最大:Very likely
Q11
AIインタビュー

We'd like to understand your POC experience in more depth. An AI moderator will ask you a couple of brief follow-up questions based on your earlier responses.

Q12
プルダウン

What is your organization's industry?

  • Technology/Software
  • Financial services
  • Healthcare
  • Manufacturing
  • Retail/CPG
  • Telecom/Media
  • Public sector/Nonprofit
  • Education
  • Energy/Utilities
  • Other (please specify)
  • Prefer not to say
Q13
選択式

What was the primary goal of your POC? (Select one)

  • Validate technical fit and integration
  • Prove priority use cases
  • Assess performance at scale
  • Validate security and compliance
  • Evaluate usability and end-user adoption
  • Quantify ROI or business value
  • Other (please specify)
Q14
オピニオンスケール

How would you rate the quality of data and environment access provided during the POC?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q15
選択式

What is the current status of your purchase decision following the POC?

  • Purchased
  • Purchase planned (within 3 months)
  • Deferred (more than 3 months)
  • Still evaluating
  • Did not move forward
Q16
プルダウン

Approximately how many employees are in your organization?

  • 1–49
  • 50–249
  • 250–999
  • 1,000–4,999
  • 5,000+
  • Prefer not to say
Q17
自由回答(長文)

In one sentence, how did you define POC success?

Q18
オピニオンスケール

How would you rate the quality of technical support and responsiveness during the POC?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q19
ランク付け

Rank the following decision drivers by their influence on your POC outcome. (Drag to reorder; 1 = most influential)

  1. Technical fit
  2. Time to value
  3. Ease of integration
  4. Security and compliance confidence
  5. Total cost of ownership
  6. Vendor responsiveness and support
ドラッグして順位を付ける
Q20
プルダウン

Where is your organization primarily headquartered?

  • North America
  • Latin America
  • Europe
  • Middle East
  • Africa
  • Asia
  • Oceania
  • Prefer not to say
Q21
オピニオンスケール

How would you rate the quality of documentation and enablement resources provided?

スケール: 1 – 7
最小:Very poor最大:Excellent
Q22
選択式

Which, if any, barriers made the POC harder to complete or convert? (Select all that apply)

  • Limited access to data or systems
  • Unrealistic scope or timeline
  • Environment setup complexity
  • Internal resourcing constraints
  • Stakeholder misalignment
  • Pricing or budget constraints
  • Security/legal review delays
  • Feature gaps
  • Performance or reliability issues
  • Value not sufficiently demonstrated
  • Other (please specify)
  • None of the above
Q23
プルダウン

Approximately how many weeks did (or will) the POC run?

  • Less than 1 week
  • 1–2 weeks
  • 3–4 weeks
  • 5–8 weeks
  • 9–12 weeks
  • More than 12 weeks
  • Not sure
Q24
選択式

What is your most likely next step following this POC? (Select one)

  • Expand pilot or user rollout
  • Finalize budget
  • Validate additional features
  • Proceed to legal/procurement
  • Build internal business case
  • No next step planned
  • Other (please specify)
Q25
プルダウン

Approximately how many business days passed before you observed first meaningful value from the POC?

  • Same day
  • 1–3 days
  • 4–7 days
  • 8–14 days
  • 15–30 days
  • More than 30 days
  • Have not yet observed meaningful value
  • Not sure

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

  • Combines structured quantitative questions (POC stage, role, activities, quality ratings, timeline, purchase status) with an open-ended AI follow-up interview to probe the reasoning behind survey answers
  • Includes a ranking question specifically for decision drivers so responses show relative influence on POC outcomes, not just isolated ratings
  • Captures both process quality signals (kickoff planning, data/environment access, technical support, documentation) and outcome signals (success rating, purchase likelihood, next steps) in one flow
  • Ends with an AI-moderated deeper interview plus firmographic screening (role, industry, size, HQ location) so conversion drivers can be segmented and explained, not just counted

SurveyMonkey

Home Buyer Feedback Survey Template

This is a static, ready-to-field template for capturing feedback after a home purchase, not a POC-to-purchase or B2B decision-driver survey. It's conceptually adjacent as a post-transaction buyer feedback form, but the question set and audience are built for real estate, not software POC evaluation. No mechanism exists for ranking decision drivers or probing why a deal converted or stalled.

優れている点

  • Fielding-ready template with pre-built buyer feedback questions
  • Backed by SurveyMonkey's established survey distribution and reporting tools
  • Familiar format for respondents used to standard post-purchase surveys

物足りない点

  • Fixed question set with no adaptive follow-up to probe individual buyer reasoning
  • No ranking mechanism for weighing multiple decision drivers against each other
  • Not designed for B2B/POC conversion contexts (kickoff quality, technical support, environment access, etc.)

SurveySparrow

NPS Key Drivers Survey Template

A fielding-ready template focused on identifying key drivers behind an NPS score, which overlaps conceptually with our decision-driver ranking but is scoped to relationship/loyalty scoring rather than a specific POC-to-purchase conversion journey. It's a good fit for general driver analysis but doesn't map to POC-specific stages like kickoff quality, activities included, or barriers to conversion.

優れている点

  • Purpose-built around identifying and quantifying key drivers of a satisfaction metric
  • Ready-to-use template within SurveySparrow's broader survey and reporting platform
  • Likely includes standard NPS scoring and follow-up open text for driver context

物足りない点

  • No adaptive AI interview to dig into why a specific driver mattered most
  • Not structured around the POC lifecycle (goals, activities, timeline, barriers, next steps)
  • No transparent, publishable methodology for how driver rankings or scores are derived

よくあるご質問

「POC-to-Purchase Conversion & Decision Driver 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25問含まれており、最初の設問は次のとおりです:「Welcome, and thank you for participating in this survey about your proof-of-concept (POC) experience. This survey takes…」・「Which best describes your current stage with our product?」・「Which of the following activities were included in your POC? (Select all that apply)」。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、25問を約11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。

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