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Proof of Concept (POC) Conversion & Win-Rate Survey Template

Boost sales by identifying which POC elements drive conversions and wins. Capture buyer feedback to optimize pilots and lift close rates.

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
Dropdown
Which best describes your current stage with our product?
  • Completed POC and purchased
  • Completed POC; decision pending
  • Completed POC and did not purchase
  • POC in progress
  • Planning a POC
  • Evaluated without a POC
  • Exploratory only
Q2
Multiple Choice
What was the primary goal of the POC?
  • Validate technical fit and integration
  • Prove priority use cases
  • Assess performance at scale
  • Validate security and compliance
  • Evaluate usability and end‑user adoption
  • Quantify ROI or business value
Q3
Short Text
In one sentence, how did you define POC success?
Max 100 chars
Q4
Matrix
How would you rate the quality of these POC elements?
RowsVery poorPoorFairGoodExcellent
Success criteria were clearly defined
Scope was realistic for the timeline
Access to required data/systems was adequate
Stakeholders were aligned
Executive sponsorship was in place
Trial/test environment was stable
Guidance and documentation were clear
Q5
Multiple Choice
Which activities were included in the POC?
  • Joint kickoff and success plan
  • Connection to sample or production data
  • Custom demo or prototype
  • Hands‑on pilot with end users
  • Performance or load testing
  • Security or compliance review
  • ROI or business value modeling
  • Executive readout
Q6
Numeric
Approximately how many weeks did or will the POC run?
Accepts a numeric value
Whole numbers only
Q7
Numeric
About how many days until first meaningful value was observed?
Accepts a numeric value
Whole numbers only
Q8
Multiple Choice
Attention check: Please select “I am paying attention.”
  • I am paying attention
  • I am not paying attention
  • Unsure
Q9
Rating
Overall, how successful was the POC against your goals?
Scale: 10 (star)
Min: Fell shortMax: Exceeded goals
Q10
Opinion Scale
How likely is your organization to move forward with a purchase based on the POC?
Range: 1 10
Min: Very unlikelyMid: NeutralMax: Very likely
Q11
Multiple Choice
What best describes the outcome to date?
  • Purchased
  • Purchase planned (≤3 months)
  • Deferred (>3 months)
  • Still evaluating
  • Did not move forward
Q12
Ranking
Rank the decision drivers for this POC outcome (1 = most influential).
Drag to order (top = most important)
  1. Technical fit
  2. Time to value
  3. Ease of integration
  4. Security and compliance confidence
  5. Total cost of ownership
  6. Vendor responsiveness and support
Q13
Multiple Choice
Which, if any, barriers made the POC harder to complete or convert?
  • Limited access to data or systems
  • Unrealistic scope or timeline
  • Environment setup complexity
  • Internal resourcing constraints
  • Stakeholder misalignment
  • Pricing or budget constraints
  • Security/legal review delays
  • Feature gaps
  • Performance or reliability issues
  • Value not sufficiently demonstrated
Q14
Multiple Choice
What is your next step after this POC?
  • Expand pilot or user rollout
  • Finalize budget
  • Validate additional features
  • Proceed to legal/procurement
  • Build internal business case
  • No next step planned
Q15
Dropdown
What is your primary role?
  • Executive/VP
  • Director
  • Manager
  • Individual contributor
  • Consultant/Advisor
  • Other
  • Prefer not to say
Q16
Dropdown
What is your organization’s industry?
  • Technology/Software
  • Financial services
  • Healthcare
  • Manufacturing
  • Retail/CPG
  • Telecom/Media
  • Public sector/Nonprofit
  • Education
  • Energy/Utilities
  • Other
Q17
Dropdown
Approximately how many employees are in your organization?
  • 1–49
  • 50–249
  • 250–999
  • 1,000–4,999
  • 5,000+
  • Prefer not to say
Q18
Dropdown
Where is your organization primarily located?
  • North America
  • Latin America
  • Europe
  • Middle East
  • Africa
  • Asia
  • Oceania
  • Prefer not to say
Q19
Multiple Choice
What was your role in this POC?
  • Decision maker
  • Evaluator/Influencer
  • Project sponsor
  • Technical lead/Engineer
  • Procurement/Legal
  • End user
  • Other
  • Prefer not to say
Q20
Long Text
What one change would have most improved conversion from the POC?
Max 600 chars
Q21
AI Interview
AI Interview: 2 Follow-up Questions on your POC experience
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q22
Chat Message
Thank you for your time—your input will help us improve future POCs!

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