SaaS Plan Change Intent & Migration Blockers Survey

Welcome! This brief survey (approximately 14 minutes) helps us understand your plan needs and migration readiness. Your participation is voluntary, and you may stop at any time. All responses are confidential and will be reported in aggregate only. There are no right or wrong answers — please answer based on your current situation.

Which plan are you currently on?

• Free
• Starter
• Team
• Pro
• Business
• Enterprise
• Custom/Legacy
• Not sure

Approximately how many seats were active on your account in the last 30 days?

• 1
• 2–5
• 6–10
• 11–25
• 26–50
• 51–100
• 101–250
• 251+
• Not sure

Which best describes your role on this account?

• Account owner/admin
• Team lead/manager
• Individual contributor
• Procurement/finance
• Developer/IT
• Other

Over the next 90 days, which best describes your plan intention?

• Upgrade to a higher plan
• Downgrade to a lower plan
• Keep my current plan
• Not sure yet

Please rank the following upgrade reasons from most to least important to you.

1. Unlock needed features
2. Lift usage/API limits
3. Security/compliance requirements
4. Faster support/SLA
5. Team growth (more seats)

Which specific capabilities are motivating your upgrade? (Select all that apply)

• Advanced permissions/SSO
• Higher automation/API limits
• Advanced analytics/reporting
• More seats
• Security & compliance (e.g., SOC 2, SAML/SCIM)
• Premium support
• Data residency
• Key integrations
• Other

When do you expect to upgrade?

• Within 30 days
• 31–90 days
• 3–6 months
• More than 6 months
• Not sure

How confident are you that budget approval for the upgrade will be secured?

What are the main reasons you are considering a downgrade? (Select all that apply)

• Cost savings
• Low or variable usage
• Missing required features
• Internal policy or budget change
• Switching to an alternative
• Support/service issues
• Other

Please rank the following cost-reduction actions from most to least likely for your account.

1. Reduce seats
2. Move to a lower plan tier
3. Remove add-ons
4. Limit integrations
5. Lower support tier

What risks or concerns, if any, do you anticipate if you downgrade?

Which of the following factors are influencing your decision to stay on your current plan? (Select all that apply)

• Price is acceptable at current level
• Unclear value/ROI of changing
• Waiting on procurement/contracting
• Security/legal review needed
• Migration seems complex
• Feature gaps in other plan tiers
• Budget cycle timing
• Happy with current plan
• Other

What would need to change for you to consider upgrading or switching plans?

The following questions ask how much each factor would block a plan migration in the next 90 days. Please rate each one.

How much would data migration risk block a plan change in the next 90 days?

How much would potential downtime or service disruption block a plan change in the next 90 days?

How much would contract or procurement complexity block a plan change in the next 90 days?

How much would team retraining or change management block a plan change in the next 90 days?

How much would integration reconfiguration block a plan change in the next 90 days?

Overall, how concerned are you about data migration if you were to change plans?

Which of the following would make migrating to a different plan easier for you? (Select all that apply)

• Step-by-step migration checklist
• White-glove setup assistance
• Sandbox to test changes
• Dedicated customer success manager
• Transparent pricing calculator
• Change-management templates
• Other

Are you currently evaluating any alternatives to your current plan with us?

• Another vendor
• In-house solution
• Open-source option
• Staying with current plan only (no alternatives)
• Other

In the last 30 days, the product delivered adequate value relative to its price.

Please rank the following factors from most to least important for your next plan decision.

1. Features we need
2. Total cost/price
3. Security/compliance
4. Seat scalability (adding/removing seats)
5. Support/SLA responsiveness
6. Integrations and migration effort

Based on your responses in this survey, please share any additional thoughts or concerns about your plan decision.

We'd like to understand your plan decision in more detail. An AI moderator will ask a couple of brief follow-up questions based on your previous responses.

What is your company size (number of employees)?

• 1–10
• 11–50
• 51–200
• 201–1,000
• 1,001–5,000
• 5,001–10,000
• 10,001+
• Prefer not to say

Which industry best describes your organization?

• Software/Technology
• Finance/Insurance
• Healthcare/Life Sciences
• Retail/Ecommerce
• Manufacturing
• Education
• Media/Entertainment
• Government/Nonprofit
• Other
• Prefer not to say

In which region is your organization primarily based?

• North America
• Europe
• Asia-Pacific
• Latin America
• Middle East & Africa
• Other
• Prefer not to say

How long have you been using our product?

• Under 3 months
• 3–12 months
• 1–2 years
• 3+ years
• Not sure

What is your role in plan-change decisions for this account?

• Sole decision-maker
• Shared decision-maker
• Influencer/recommender
• Not involved in plan decisions
• Not sure

Thank you for your time — your feedback directly helps us improve your plan experience.