Q01
Message
All templatesSales & Revenue
POC-to-Purchase Conversion & Decision Driver Survey
Captures structured buyer feedback after a proof-of-concept engagement to identify which POC elements, activities, and decision drivers most influence purchase conversion and win rates.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
25 questions · ~11 min
Q02
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
Q03
Multiple Choice
Which of the following activities were included in your POC? (Select all that apply)
- 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
- Other (please specify)
Q04
Opinion Scale
Overall, how successful was the POC in meeting your stated goals?
Scale: 1 – 7
Min:Not at all successfulMax:Extremely successful
Q05
Long Text
Based on your experience, what one change would have most improved the likelihood of conversion from this POC?
Q06
Dropdown
What is your primary role?
- Executive/VP
- Director
- Manager
- Individual contributor
- Consultant/Advisor
- Other
- Prefer not to say
Q07
Message
Thank you for your time — your feedback will directly help us improve future POC experiences. Your responses are confidential and will be reported in aggregate.
Q08
Dropdown
What was your primary role in this POC?
- Decision maker
- Evaluator/Influencer
- Project sponsor
- Technical lead/Engineer
- Procurement/Legal
- End user
- Other
- Prefer not to say
Q09
Opinion Scale
How would you rate the quality of the kickoff planning and success criteria definition?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q10
Opinion Scale
Based on your POC experience so far, how likely is your organization to move forward with a purchase?
Scale: 1 – 7
Min:Very unlikelyMax:Very likely
Q11
AI Interview
We'd like to understand your POC experience in more depth. An AI moderator will ask you a couple of brief follow-up questions based on your earlier responses.
Q12
Dropdown
What is your organization's industry?
- Technology/Software
- Financial services
- Healthcare
- Manufacturing
- Retail/CPG
- Telecom/Media
- Public sector/Nonprofit
- Education
- Energy/Utilities
- Other (please specify)
- Prefer not to say
Q13
Multiple Choice
What was the primary goal of your POC? (Select one)
- 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
- Other (please specify)
Q14
Opinion Scale
How would you rate the quality of data and environment access provided during the POC?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q15
Multiple Choice
What is the current status of your purchase decision following the POC?
- Purchased
- Purchase planned (within 3 months)
- Deferred (more than 3 months)
- Still evaluating
- Did not move forward
Q16
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
Q17
Long Text
In one sentence, how did you define POC success?
Q18
Opinion Scale
How would you rate the quality of technical support and responsiveness during the POC?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q19
Ranking
Rank the following decision drivers by their influence on your POC outcome. (Drag to reorder; 1 = most influential)
- Technical fit
- Time to value
- Ease of integration
- Security and compliance confidence
- Total cost of ownership
- Vendor responsiveness and support
Drag to rank
Q20
Dropdown
Where is your organization primarily headquartered?
- North America
- Latin America
- Europe
- Middle East
- Africa
- Asia
- Oceania
- Prefer not to say
Q21
Opinion Scale
How would you rate the quality of documentation and enablement resources provided?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q22
Multiple Choice
Which, if any, barriers made the POC harder to complete or convert? (Select all that apply)
- 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
- Other (please specify)
- None of the above
Q23
Dropdown
Approximately how many weeks did (or will) the POC run?
- Less than 1 week
- 1–2 weeks
- 3–4 weeks
- 5–8 weeks
- 9–12 weeks
- More than 12 weeks
- Not sure
Q24
Multiple Choice
What is your most likely next step following this POC? (Select one)
- Expand pilot or user rollout
- Finalize budget
- Validate additional features
- Proceed to legal/procurement
- Build internal business case
- No next step planned
- Other (please specify)
Q25
Dropdown
Approximately how many business days passed before you observed first meaningful value from the POC?
- Same day
- 1–3 days
- 4–7 days
- 8–14 days
- 15–30 days
- More than 30 days
- Have not yet observed meaningful value
- Not sure
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 structured quantitative questions (POC stage, role, activities, quality ratings, timeline, purchase status) with an open-ended AI follow-up interview to probe the reasoning behind survey answers
- Includes a ranking question specifically for decision drivers so responses show relative influence on POC outcomes, not just isolated ratings
- Captures both process quality signals (kickoff planning, data/environment access, technical support, documentation) and outcome signals (success rating, purchase likelihood, next steps) in one flow
- Ends with an AI-moderated deeper interview plus firmographic screening (role, industry, size, HQ location) so conversion drivers can be segmented and explained, not just counted
SurveyMonkey
Home Buyer Feedback Survey TemplateThis is a static, ready-to-field template for capturing feedback after a home purchase, not a POC-to-purchase or B2B decision-driver survey. It's conceptually adjacent as a post-transaction buyer feedback form, but the question set and audience are built for real estate, not software POC evaluation. No mechanism exists for ranking decision drivers or probing why a deal converted or stalled.
What it does well
- Fielding-ready template with pre-built buyer feedback questions
- Backed by SurveyMonkey's established survey distribution and reporting tools
- Familiar format for respondents used to standard post-purchase surveys
Where it falls short
- Fixed question set with no adaptive follow-up to probe individual buyer reasoning
- No ranking mechanism for weighing multiple decision drivers against each other
- Not designed for B2B/POC conversion contexts (kickoff quality, technical support, environment access, etc.)
SurveySparrow
NPS Key Drivers Survey TemplateA fielding-ready template focused on identifying key drivers behind an NPS score, which overlaps conceptually with our decision-driver ranking but is scoped to relationship/loyalty scoring rather than a specific POC-to-purchase conversion journey. It's a good fit for general driver analysis but doesn't map to POC-specific stages like kickoff quality, activities included, or barriers to conversion.
What it does well
- Purpose-built around identifying and quantifying key drivers of a satisfaction metric
- Ready-to-use template within SurveySparrow's broader survey and reporting platform
- Likely includes standard NPS scoring and follow-up open text for driver context
Where it falls short
- No adaptive AI interview to dig into why a specific driver mattered most
- Not structured around the POC lifecycle (goals, activities, timeline, barriers, next steps)
- No transparent, publishable methodology for how driver rankings or scores are derived
Frequently asked questions
What questions are in the “POC-to-Purchase Conversion & Decision Driver Survey” template?
The template includes 25 ready-to-use questions, starting with: “Welcome, and thank you for participating in this survey about your proof-of-concept (POC) experience. This survey takes…” · “Which best describes your current stage with our product?” · “Which of the following activities were included in your POC? (Select 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 25 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.
Related templates
More studies on similar topics.
Sales & Revenue
90-Day Partner Enablement & Revenue Pulse Survey
A quarterly pulse instrument for channel partners measuring enablement effectiveness, revenue attribution, support satisfaction, and ease of doing business. Designed for partner program managers seeking actionable data to improve channel performance.
View templateSales & Revenue
Brand Conversion Funnel & Purchase Driver Survey
Tracks where prospects and past buyers stand in the path from awareness to purchase, what drives or blocks that decision, and how price perceptions factor in — with an AI follow-up that reconstructs the specific moment someone almost bought (or almost switched away) instead of relying on generic attitude ratings.
View templateSales & Revenue
Product Purchase Decision Journey Survey
Maps the end-to-end path customers take from first considering a purchase to completing it — the triggers, information sources, and trade-offs that shaped the decision. Built for product, marketing, and CX teams optimizing conversion; the AI follow-up interview reconstructs the exact moment of hesitation that almost derailed the purchase.
View templateSales & Revenue
Closed-Won Buyer Decision Analysis Survey
Captures structured post-purchase feedback from closed-won buyers on their evaluation process, competitive comparisons, decision drivers, and satisfaction to inform sales strategy and improve win rates.
View templateSales & Revenue
Online Purchasing Habits and Decision Drivers Survey
Measures how often people shop online, what actually drives a buy-or-abandon decision, and where friction shows up in checkout, delivery, and returns. An AI follow-up interview reconstructs a real recent purchase (or near-purchase) moment instead of relying on generic satisfaction ratings, making it useful for e-commerce and retail teams diagnosing drop-off.
View templateSales & Revenue
Purchase Decision Journey & Evaluation Survey
Traces the full purchase journey — what triggered the search, which channels shoppers trusted, which criteria mattered most, and how they feel about the outcome. Built for product, marketing, and insights teams benchmarking their buying process. The AI follow-up rebuilds the exact moment the decision tipped, surfacing the near-miss competitor and friction points closed questions miss.
View template