Health Product Onboarding & Plan Adherence Outcomes Survey
Measures user onboarding experience, plan adherence behaviors and drivers, and self-reported health outcomes for digital health product teams seeking to improve retention and demonstrate impact.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
Which of the following best describes your onboarding experience with our product?
- Completed without issues
- Completed, but some parts were unclear
- Started but didn't finish
- Haven't started yet
Are you currently following a plan or regimen provided through our product?
- Yes, consistently
- Yes, off and on
- No, I stopped following it
- Not currently, but I plan to start again
- I was never assigned a plan
Overall, how would you describe any change in your health over the last 30 days while using the product?
Based on your responses in this survey, please share any additional thoughts or feelings about your overall experience with our product.
What is your age?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Thank you for completing this survey. Your feedback is valuable and will help us improve the product experience and health outcomes for all users. Your responses have been recorded.
What prevented you from completing onboarding? Select all that apply.
- Steps were unclear
- Technical issues or bugs
- Took too much time
- Unsure of the plan's value
- Privacy or data concerns
- Couldn't find the information I needed
- Prefer to set it up later
- Other (please specify)
In the last 7 days, on how many days did you follow your plan?
- 0
- 1
- 2
- 3
- 4
- 5
- 6
- 7
How has your physical health changed over the last 30 days?
We'd like to understand your experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer not to say
How clear were the onboarding steps?
How often do you meet your weekly plan target?
- Every week
- Most weeks
- Some weeks
- Rarely
- Never
How has your mental wellbeing changed over the last 30 days?
In which region do you currently live?
- Africa
- Asia
- Europe
- North America
- Oceania
- South America
- Prefer not to say
Overall, how satisfied were you with the onboarding experience?
Which factors have most influenced your ability to follow your plan recently? Select up to 3.
- Clear guidance and instructions
- Reminders and notifications
- Content quality or relevance
- Time constraints
- Cost or product availability
- Motivation or accountability
- Technical issues
- Support from customer service
- Community or social features
- Flexibility of the plan
- Other (please specify)
How has your energy level changed over the last 30 days?
What is the highest level of education you have completed?
- Some high school
- High school diploma or equivalent
- Some college/associate degree
- Bachelor's degree
- Postgraduate degree
- Prefer not to say
What is one change that would make onboarding easier?
How has your sleep quality changed over the last 30 days?
What is your current employment status?
- Full-time
- Part-time
- Self-employed
- Student
- Unemployed
- Retired
- Prefer not to say
How much progress have you made toward your primary health goal in the last 30 days?
What issues or setbacks, if any, did you experience in the last 30 days?
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Combines a structured onboarding funnel (completion status, drop-off reasons, clarity and satisfaction ratings) with adherence tracking (regimen status, 7-day adherence, weekly target frequency, and driver factors) in one flow, rather than treating these as separate forms
- Captures self-reported 30-day outcome change across physical health, mental wellbeing, energy, sleep, and goal progress as distinct dimensions, giving product teams granular retention/impact signals instead of a single generic satisfaction score
- Includes an AI moderator follow-up interview after the structured questions to probe onboarding friction and adherence setbacks in the respondent's own words, with a transparent prompt rather than a black-box AI
- Standard demographics (age, gender, region, education, employment) are included for segmentation without requiring a separate survey
Jotform
Health Product Satisfaction Survey Form TemplateA ready-to-field, drag-and-drop form template focused on general satisfaction with a health product rather than onboarding funnel diagnostics or ongoing plan adherence behavior. It's easy to customize and deploy quickly but is a static question set with no follow-up probing.
What it does well
- Fielding-ready template usable immediately without survey design work
- Easy to embed/customize via Jotform's drag-and-drop form builder
- Broad applicability across different health product types
Where it falls short
- Static form with no adaptive follow-up questioning to explore why a respondent answered a certain way
- No structured tracking of adherence behavior over time (e.g., days followed a plan) or multi-dimensional 30-day outcome change
- No published methodology for how responses are scored or synthesized into a report
QuestionPro
Healthcare Opinion Survey TemplateA general-purpose healthcare opinion survey template aimed at capturing patient/consumer sentiment about healthcare experiences broadly, not specifically onboarding or plan adherence for a digital health product. Useful as a generic starting point but requires significant customization to fit a product retention use case.
What it does well
- Fielding-ready template with established survey logic for healthcare opinion topics
- Backed by QuestionPro's broader survey platform features (panels, analytics dashboards)
- Applicable across various healthcare service contexts, not just one product
Where it falls short
- Generic healthcare opinion focus, not purpose-built for onboarding completion, drop-off reasons, or adherence-driver factors
- Static question set with no adaptive AI or voice interview follow-up to dig into low scores
- No transparent, publishable prompt/methodology behind any AI-assisted analysis
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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