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Sales & 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
Q01
Message

Welcome, and thank you for participating in this survey about your proof-of-concept (POC) experience. This survey takes approximately 7–9 minutes to complete. Your responses will help us understand what works well in our POC process and where we can improve. Please note: • There are no right or wrong answers — we value your honest opinions. • Participation is entirely voluntary, and you may stop at any time. • Your responses are confidential and will be reported only in aggregate. By continuing, you agree to participate in this survey.

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: 17
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: 17
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: 17
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: 17
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: 17
Min:Very poorMax:Excellent
Q19
Ranking

Rank the following decision drivers by their influence on your POC outcome. (Drag to reorder; 1 = most influential)

  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
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: 17
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 Template

This 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 Template

A 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

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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