Measure perceived value, uncover conversion blockers, and predict upgrade timing. Use this template to boost trial-to-paid conversions and optimize onboarding.
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
Multiple Choice
In the last 7 days, how many times did you use the product?
0 times
1–2 times
3–5 times
6–10 times
11+ times
Q2
Multiple Choice
During your trial, what are your primary goals? (Select all that apply)
Create or manage projects
Collaborate with my team
Automate workflows
Analyze or report data
Integrate with other tools
Learn/evaluate capabilities
Q3
Rating
Based on your trial so far, how would you rate the overall value for you?
Scale: 10 (star)
Min: No valueMax: Exceptional value
Q4
Matrix
How much do you agree with the following statements about the product?
Rows
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Helps me complete tasks faster
•
•
•
•
•
Easy to learn and use
•
•
•
•
•
Reliable and stable
•
•
•
•
•
Integrates with my existing tools
•
•
•
•
•
Meets my security/compliance needs
•
•
•
•
•
Delivers clear ROI for my role
•
•
•
•
•
Q5
Ranking
Rank the benefits below from most to least important for your team.
Drag to order (top = most important)
Saves time
Improves quality
Reduces costs
Easier collaboration
Better visibility/analytics
Flexibility/customization
Q6
Multiple Choice
Regarding a paid subscription, which best describes your current plan?
Plan to upgrade within 7 days
Plan to upgrade within 30 days
Need more time to evaluate
Unlikely to upgrade
Already upgraded to a paid plan
Q7
Numeric
In how many days do you expect to make your upgrade decision?
Accepts a numeric value
Whole numbers only
Q8
Multiple Choice
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/learn
Integration gaps
Data migration concerns
Security/compliance requirements
Requires stakeholder approval
Still proving value
Budget not available
No blockers
Q9
Numeric
What monthly price (in your local currency) would feel fair for a plan that fits your needs?
Accepts a numeric value
Whole numbers only
Q10
Multiple Choice
Are you evaluating any alternative products alongside this trial?
Yes
No
Q11
Short Text
If yes, which alternatives are you considering?
Max 100 chars
Q12
Multiple Choice
Which plan level seems like the best fit today?
Basic/Starter
Pro/Team
Business
Enterprise
Not sure
Q13
Multiple Choice
Would an extended trial help you make a confident decision?
Yes, a 7-day extension
Yes, a 14-day extension
Maybe
No
Q14
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I am paying attention” below.
I am paying attention
I am not paying attention
Prefer not to answer
Q15
Multiple Choice
Which best describes your role?
Individual contributor
Team lead/Manager
Executive
Procurement/Finance
IT/Security
Other
Q16
Multiple Choice
How many people use or will use the product on your team?
Just me
2–10
11–50
51–200
201–1000
1000+
Q17
Short Text
What country or region are you in?
Max 100 chars
Q18
Long Text
Anything else we should know to help you realize value or decide?
Max 600 chars
Q19
Chat Message
Welcome! This brief survey takes about 3–4 minutes. Thanks for helping us improve your trial experience.
Q20
AI Interview
AI Interview: 2 Follow-up Questions on your trial experience
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q21
Chat Message
Thank you for your time and feedback!
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