모든 템플릿

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.

샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 22개 · 약 10분
Q01
메시지

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
객관식

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
의견 척도

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

척도: 17
최소:Very low value최대:Very high value
Q04
의견 척도

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

척도: 17
최소:Very unlikely최대:Very likely
Q05
객관식

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
객관식

Are you currently evaluating any alternative products alongside this trial?

  • Yes
  • No
Q07
의견 척도

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

척도: 15
최소:Not at all helpful최대:Extremely helpful
Q08
AI 인터뷰

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
장문형

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
객관식

Which of the following best describes your role?

  • Individual contributor
  • Team lead / Manager
  • Executive
  • Procurement / Finance
  • IT / Security
  • Other (please specify)
Q11
메시지

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
객관식

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
의견 척도

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

척도: 17
최소:Very difficult최대:Very easy
Q14
객관식

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
의견 척도

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

척도: 17
최소:Much too expensive for the value최대:Excellent value for the price
Q16
장문형

Which alternative products are you currently evaluating?

Q17
객관식

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
의견 척도

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

척도: 17
최소:Does not meet my needs at all최대:Completely meets my needs
Q19
객관식

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
드롭다운

What country or region are you located in?

  • North America
  • Europe
  • United Kingdom
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
  • Other
Q21
의견 척도

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

척도: 17
최소:Very unreliable최대:Very reliable
Q22
순위 매기기

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
드래그하여 순위 지정

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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