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Healthcare & Clinical

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.

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Health Product Onboarding & Plan Adherence Outcomes Survey

Welcome to this survey about your experience with our product. The purpose of this study is to understand how users experience onboarding, follow their plans, and perceive changes in their health and wellbeing. This survey takes approximately 7–10 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers—we are interested in your honest opinions. All responses are confidential, will be anonymized, and reported only in aggregate. Results will be used internally to improve the product experience. By continuing, you agree to participate in this survey.

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Sample questions

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

23 questions · ~11 min
Message

Welcome to this survey about your experience with our product. The purpose of this study is to understand how users experience onboarding, follow their plans, and perceive changes in their health and wellbeing. This survey takes approximately 7–10 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers—we are interested in your honest opinions. All responses are confidential, will be anonymized, and reported only in aggregate. Results will be used internally to improve the product experience. By continuing, you agree to participate in this survey.

Q01
Multiple Choice

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
Q02
Multiple Choice

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)
Q03
Opinion Scale

How clear were the onboarding steps?

Scale: 1 – 7
Min:Very unclearMax:Very clear
Q04
Opinion Scale

Overall, how satisfied were you with the onboarding experience?

Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q05
Long Text

What is one change that would make onboarding easier?

Q06
Multiple Choice

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
Q07
Dropdown

In the last 7 days, on how many days did you follow your plan?

  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Q08
Multiple Choice

How often do you meet your weekly plan target?

  • Every week
  • Most weeks
  • Some weeks
  • Rarely
  • Never
Q09
Multiple Choice

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)
Q10
Opinion Scale

Overall, how would you describe any change in your health over the last 30 days while using the product?

Scale: 1 – 7
Min:Much worseMax:Much better
Q11
Opinion Scale

How has your physical health changed over the last 30 days?

Scale: 1 – 7
Min:Much worseMax:Much better
Q12
Opinion Scale

How has your mental wellbeing changed over the last 30 days?

Scale: 1 – 7
Min:Much worseMax:Much better
Q13
Opinion Scale

How has your energy level changed over the last 30 days?

Scale: 1 – 7
Min:Much worseMax:Much better
Q14
Opinion Scale

How has your sleep quality changed over the last 30 days?

Scale: 1 – 7
Min:Much worseMax:Much better
Q15
Opinion Scale

How much progress have you made toward your primary health goal in the last 30 days?

Scale: 1 – 7
Min:No progress at allMax:Significant progress
Q16
Long Text

What issues or setbacks, if any, did you experience in the last 30 days?

Q17
Long Text

Based on your responses in this survey, please share any additional thoughts or feelings about your overall experience with our product.

Q18
AI Interview

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.

Q19
Dropdown

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q20
Multiple Choice

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q21
Dropdown

In which region do you currently live?

  • Africa
  • Asia
  • Europe
  • North America
  • Oceania
  • South America
  • Prefer not to say
Q22
Dropdown

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
Q23
Multiple Choice

What is your current employment status?

  • Full-time
  • Part-time
  • Self-employed
  • Student
  • Unemployed
  • Retired
  • Prefer not to say
Message

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’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 Template

A 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 Template

A 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

Frequently asked questions

What questions are in the “Health Product Onboarding & Plan Adherence Outcomes Survey” template?

The template includes 23 ready-to-use questions, starting with: “Which of the following best describes your onboarding experience with our product?” · “What prevented you from completing onboarding? Select all that apply.” · “How clear were the onboarding steps?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 23 questions in about 11 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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