Clinical Trial Participant Experience & Retention Survey
For sponsors, CROs and research sites to hear from people taking part in a clinical study. It measures consent clarity, visit burden, travel, staff and the costs of taking part, without asking about health details. An AI follow-up finds the hardest part of staying in the study and what would make it easier.
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Thank you for taking part in this study. This survey is about your experience of taking part, not your health, so please do not share medical details. It takes about 5 minutes.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
Where are you in the study?
- Being screened
- Taking part in study visits
- In follow-up after treatment
- Finished the study
- Left the study early
How much do you agree with each statement?
- Before I joined, I understood what taking part would involve
- I know who to contact with a question
- Study visits start on time
- Staff treat me with respect
- The time each visit takes is reasonable
- +1 more
Which of these make taking part harder for you? Choose all that apply.
- Travel time to the site
- Cost of travel or parking
- Taking time off work
- Arranging childcare or caregiving
- The number of visits
- Procedures or tests
- Paperwork or study diaries
- Waiting for payments or reimbursements
- None of these
How likely are you to stay in this study until the end?
Based on this experience, how likely are you to join another study in the future?
Ask what has been the hardest part of taking part so far, and get a concrete example from a recent visit. If they chose travel, time off work or reimbursement as a barrier, ask what change (home visits, remote check-ins, faster payments) would help most. Never ask about their condition, symptoms, treatment or side effects; if they bring them up, thank them and steer back to the experience of taking part.
About how long does it take you to get to the study site?
- Under 30 minutes
- 30 to 60 minutes
- 1 to 2 hours
- More than 2 hours
- My visits are at home or remote
Thank you. Your answers help the study team make taking part easier for you and for future participants.
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.
Why this template
What this template is built to do — we found no directly comparable template from other survey tools to review.
What sets it apart
- Asks about the experience of taking part, never health details, and the AI interviewer is told to steer away from medical topics
- Separate measures for intent to stay and willingness to join again
- A barrier checklist that maps to fixes: travel support, remote visits, faster reimbursement
Frequently asked questions
What questions are in the “Clinical Trial Participant Experience & Retention Survey” template?
The template includes 7 ready-to-use questions, starting with: “Where are you in the study?” · “How much do you agree with each statement?” · “Which of these make taking part harder for you? Choose all that apply.”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 7 questions in about 6 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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