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At-Risk Account Churn & Retention Assessment

Identifies churn signals, switching intent, and high-impact retention levers among at-risk B2B accounts to inform targeted save strategies and renewal planning.

Sample questions

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

22 questions · ~4 min
Q01
Long Text

Thank you for taking a few minutes to share your experience with us. This short survey (approximately 5–7 minutes) asks about your team's current experience, any challenges you're facing, and how we can better support your goals. There are no right or wrong answers — we're looking for your honest perspective. Your responses are confidential and will be reported in aggregate to improve our product and services. Participation is voluntary, and you may stop at any time.

Q02
Multiple Choice

Which role best describes how you use or influence our product?

Q03
Multiple Choice

Compared to 90 days ago, how has your team's usage of our product changed?

Q04
Multiple Choice

Which alternatives, if any, are you actively considering?

Q05
Multiple Choice

Which actions in the next 30–60 days would most increase your likelihood to stay? (Select up to 3)

Q06
Long Text

Based on your responses in this survey, is there anything else we should know to help your team succeed?

Q07
Long Text

How long have you used our product?

Q08
Long Text

Thank you for your time — your feedback directly shapes how we support your team going forward. If you'd like to discuss anything further, please reach out to your account team.

Q09
Long Text

How would you rate the overall value our product has delivered in the past 90 days?

Q10
Multiple Choice

What are the main reasons your team's usage has decreased? (Select all that apply)

Q11
Long Text

If you are evaluating specific vendors, which ones are you comparing us to?

Q12
Long Text

Approximately when is your next renewal or decision date?

Q13
AI Interview

We'd like to explore a few of your responses in more depth. Our AI moderator will ask 2 brief follow-up questions.

Q14
Long Text

Approximately how many employees are in your company?

Q15
Long Text

How likely are you to renew your subscription at the next term?

Q16
Long Text

To what extent has our product helped your team achieve its key goals in the past 90 days?

Q17
Long Text

Please rank the top factors that would drive a switch to an alternative (1 = most important).

Q18
Long Text

Which industry best describes your organization?

Q19
Multiple Choice

What is the single biggest risk to renewal right now?

Q20
Long Text

To what extent are you realizing a strong return on your investment in our product?

Q21
Long Text

At approximately what percentage price increase would you seriously consider switching?

Q22
Long Text

Where is your organization primarily located?

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.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.