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Proof Points and Credibility Evaluation Survey

Measures which proof points—case studies, testimonials, certifications, usage statistics, awards—actually build buyer confidence, and where the evidence in your marketing or sales materials falls flat. Built for B2B marketing and sales enablement teams pressure-testing collateral, with an AI follow-up that surfaces the exact detail that made one proof point believable and what still leaves prospects skeptical.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to help us understand what actually convinces buyers like you. We'll show you a few examples of the kind of proof points vendors use — case studies, stats, awards — and ask what does and doesn't land. About 5 minutes.

Q02
Multiple ChoiceRequired

In the last 3 months, which types of proof points have you encountered from (Replace with your company/vendor name)? (Template note: swap in the vendor or product whose materials you're testing.)

  • Customer case studies
  • Testimonials or quotes
  • Third-party awards or industry rankings
  • Security or compliance certifications
  • Usage or performance statistics
  • Analyst reports (e.g., Gartner, Forrester)
  • Live product demonstration
Q03
Best–Worst Trade-off (MaxDiff)Required

Which of these types of proof points would most and least increase your trust in a vendor's claims?

  • Customer case studies
  • Customer testimonials or quotes
  • Third-party awards or industry rankings
  • Security or compliance certifications
  • Usage or performance statistics
  • Independent analyst reports
  • Live product demonstrations
Pick best & worst per setBest:Most convincingWorst:Least convincing
Q04
MatrixRequired

How credible does each of these sample proof-point statements feel to you? (Template note: replace with real headline stats, case-study results, and award claims from your own materials before launching.)

3 rows × 5 columns
  • "Trusted by over 10,000 companies worldwide"
  • "Reduced onboarding time by 40% for Acme Corp"
  • "Rated #1 in customer satisfaction by (Analyst Firm)"
Columns: Not credible · Somewhat credible · Credible · Very credible · Extremely credible
Q05
Rating ScaleRequired

In general, how credible do you find customer case studies as evidence of real-world results?

Range: 15
Min:Not credible at allMax:Extremely credible
Q06
Opinion ScaleRequired

Based on the proof points you've seen, how confident are you that (Replace with vendor/company name) can actually deliver on its claims?

Scale: 17
Min:Not at all confidentMax:Completely confident
Q07
Text Highlight

Highlight the words or phrases below that make this proof point feel most credible — or least believable — to you.

(Template note: replace with an excerpt from your own case study, testimonial, or stats page before launching.) "Acme Corp cut manual reporting time by 40% within the first quarter of using our platfo…

Q08
Multiple ChoiceRequired

What additional type of proof would most increase your confidence in a vendor's claims?

  • More detailed case studies with named customers
  • Independent or third-party verification
  • Ability to speak directly with a reference customer
  • A free trial or hands-on proof-of-concept
  • Raw data or methodology behind the statistics
  • Nothing else needed — current proof is sufficient
Q09
AI Interview

Reference the proof-point type the respondent ranked as most convincing in the trade-off question and ask for a concrete example of it working on them — what specifically did they read or see, and what detail made it feel real rather than marketing spin. If they cited a statistic or award, push on whether they checked the source or methodology, or would want to. Then probe what would still make them hesitant or skeptical, and if they picked the same category as least convincing for a competitor, ask what made the difference.

Q10
Multiple Choice

Which best describes your role in evaluating or purchasing this type of product?

  • Decision maker
  • Influencer or recommender
  • End user
  • Researcher or evaluator
  • Prefer not to say
Q11
Dropdown

How many employees does your organization have?

  • 1-50
  • 51-200
  • 201-1,000
  • 1,001-5,000
  • 5,000+
  • Prefer not to say
Q12
Multiple Choice

Which industry best describes your organization? (Template note: replace with the industry segments relevant to your buyers.)

  • Technology or software
  • Financial services
  • Healthcare
  • Manufacturing
  • Retail or consumer goods
  • Professional services
  • Prefer not to say
Q13
Message

That's everything — thank you! Your answers will help us understand which proof points actually earn trust, so we can sharpen the evidence we put in front of buyers like you.

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

  • Includes an AI follow-up interview that references the specific proof-point type a respondent ranked as most convincing, then probes for the exact detail that made it believable and what still leaves them skeptical
  • Combines a MaxDiff exercise, credibility matrix, and text-highlight question so respondents mark the literal words/phrases in a sample proof point that feel credible, not just abstract ratings
  • Screens by role, company size, and industry so results can be segmented by who's actually evaluating the purchase
  • Ends with an automated report synthesizing which proof-point types (case studies, testimonials, certs, stats, awards) build confidence versus where the evidence falls flat

SurveyMonkey

Proof Points Survey Template

A directly comparable static template covering the same general topic of which proof points build buyer trust. It's a fielding-ready form but relies on fixed question sets rather than any adaptive probing. No visibility into scoring methodology or how responses are synthesized into a report.

What it does well

  • Ready-to-use template on an established survey platform with broad distribution and panel options
  • Likely includes standard question types (rating, multiple choice) suitable for quick fielding
  • Backed by SurveyMonkey's established survey logic and reporting dashboard

Where it falls short

  • No adaptive AI follow-up to dig into which specific detail made a proof point believable — respondents can't be probed beyond the fixed script
  • No voice AI interview or guided screen-share task option for richer qualitative signal
  • No transparent, inspectable prompts or per-response quality scoring; methodology isn't published

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.