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Prospect Risks, Needs & Purchase Barriers Survey Template

Uncover perceived risks, unmet needs, and purchase barriers with this survey to refine messaging and increase conversions.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Chat Message
Welcome! This brief survey (about 3-5 minutes) asks about your experience considering products/services like this. Please answer honestly; there are no right or wrong answers.
Q2
Multiple Choice
Which best describes your current stage regarding products/services like this?
  • Actively comparing options now
  • Looked at options in the last 3 months
  • Interested but not planning to buy soon
  • Not considering within the next 6 months
Q3
Dropdown
If you plan to buy, when do you expect to decide?
  • Within 2 weeks
  • 2-4 weeks
  • 1-3 months
  • More than 3 months
  • Not sure
Q4
Multiple Choice
Which sources have you used for information in the last 3 months? Select all that apply.
  • Search engines
  • Brand websites
  • Independent review sites
  • Social media or communities
  • Friends/colleagues
  • In-store or branch visit
  • Online marketplaces
Q5
Multiple Choice
What would most likely prompt you to consider a purchase?
  • Lower price or limited-time discount
  • Recommendation from someone I trust
  • Positive expert/user reviews
  • A new feature that solves my need
  • Easier setup/onboarding
  • Free trial/sample
  • Money-back guarantee or easy returns
Q6
Multiple Choice
Which one best explains why you are not considering a purchase in the next 6 months?
  • Low relevance to me
  • Budget constraints
  • Timing isn’t right
  • Someone else would decide (e.g., employer/household)
  • Unsure which option fits my needs
  • Data/privacy concerns
  • Negative past experience
Q7
Multiple Choice
What is the single biggest barrier to purchasing right now?
  • Price/cost
  • Value not clear enough
  • Trust in brand/vendor
  • Complex setup or time required
  • Compatibility/integration risk
  • Ongoing maintenance or hidden costs
  • Lack of a specific feature
  • Payment/financing limitations
Q8
Multiple Choice
Which of the following would best address a price/cost concern? Select up to 2.
  • Introductory discount
  • Coupons or cash-back
  • Flexible payment plan
  • Lower base price
  • Bundle with added value
  • Transparent total cost breakdown
Q9
Multiple Choice
What would most reduce the setup/time required? Select up to 2.
  • Guided setup/onboarding
  • Professional installation
  • Concierge migration
  • Clear time estimates upfront
  • Templates or presets
  • Do-it-for-me service
Q10
Matrix
How risky do each of the following feel when considering this type of purchase?
Rows1 Very low risk2 Low3 Moderate4 High5 Very high
Product won’t meet expectations•••••
Hidden fees or ongoing costs•••••
Data security or privacy issues•••••
Hard to set up or use•••••
Poor support after purchase•••••
Doesn’t work with what I already use•••••
Q11
Long Text
Describe one capability or change that would make you much more likely to purchase.
Max 600 chars
Q12
Ranking
Rank the following by importance when choosing a provider (1 = most important).
Drag to order (top = most important)
  1. Total cost of ownership
  2. Feature set
  3. Ease of setup/use
  4. Trust in brand/vendor
  5. Reviews/testimonials
  6. Integration/compatibility
Q13
Dropdown
What is your age?
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q14
Multiple Choice
How do you describe your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q15
Dropdown
Where do you currently live?
  • Africa
  • Asia
  • Europe
  • North America
  • Oceania
  • South America
  • Prefer not to say
Q16
Multiple Choice
What is the highest level of education you have completed?
  • Some high school
  • High school diploma or equivalent
  • Some college/university
  • Associate degree
  • Bachelor’s degree
  • Postgraduate degree
  • Trade/technical/vocational training
  • Prefer not to say
Q17
Multiple Choice
What is your current employment status?
  • Full-time employed
  • Part-time employed
  • Self-employed
  • Student
  • Homemaker/caregiver
  • Unemployed and looking for work
  • Retired
  • Unable to work
  • Prefer not to say
Q18
Multiple Choice
Attention check: To confirm you are paying attention, please select “Yes.”
  • Yes
  • No
Q19
Long Text
Any final comments or context you would like us to know?
Max 600 chars
Q20
AI Interview
AI Interview: 2 Follow-up Questions on Your Purchase Considerations
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q21
Chat Message
Thank you for your time—your input helps us improve. You can now close this window.

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