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Customer Switching Behavior: Triggers, Barriers & Conversion Friction

Identifies why customers switch service providers, what barriers they encounter, and where conversion friction occurs — designed for product, marketing, and CX teams seeking to reduce churn and improve competitive win rates.

Sample questions

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

33 questions · ~14 min
Q01
Message

Welcome to this survey about your experience choosing or switching service providers. This survey takes approximately 6-8 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 and experiences. All responses are confidential, will be anonymized, and reported only in aggregate. The results will be used for internal research to improve consumer experiences. By continuing, you agree to participate in this study.

Q02
Multiple Choice

Which type of product or service are you thinking about for this survey?

  • Mobile/cell phone plan
  • Home internet
  • Banking/fintech
  • Streaming or digital subscription
  • Software/app
  • Utilities (energy, water)
  • Insurance
  • Other
Q03
Dropdown

How long did it take from first thinking about switching to actually completing the switch?

  • Same day
  • 1–7 days
  • 1–4 weeks
  • 1–3 months
  • More than 3 months
Q04
Dropdown

When do you expect to make a final decision about switching providers?

  • Within 2 weeks
  • Within 1 month
  • 1–3 months
  • More than 3 months
  • Unsure / depends
Q05
Multiple Choice

You mentioned you looked into switching but decided to stay. What was the main reason you decided not to switch?

  • My current provider matched or beat the alternative offer
  • Switching seemed too complicated or time-consuming
  • Early termination fees or contract lock-in
  • Could not find a clearly better option
  • Concern about service disruption
  • Received a retention offer from my current provider
  • Other
Q06
Long Text

Please list the providers you seriously considered (or are considering), starting with your top choice.

Q07
Rating Scale

How clear was the pricing and plan information on the provider websites you visited?

Range: 15
Min:PoorMax:Excellent
Q08
Long Text

If you could change one thing about the switching or sign-up process, what would it be?

Q09
Dropdown

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65 or older
  • Prefer not to say
Q10
Message

Thank you for completing this survey. Your feedback will help improve comparison and sign-up experiences for consumers like you.

Q11
Multiple Choice

Thinking about the last 3 months, which best describes your situation with this service?

  • Switched to a new provider
  • Currently considering switching providers
  • Looked into switching but decided to stay
  • Not considering a change
Q12
Multiple Choice

Which of the following influenced your decision to switch? Select all that apply.

  • Lower price or total cost
  • Promotional offer or deal
  • Dissatisfaction with previous provider
  • Missing features I needed
  • Better features with new provider
  • Recommendation from someone I trust
  • Life change (move, job, etc.)
  • Contract ended or was up for renewal
  • Brand trust or reputation
  • Other
Q13
Multiple Choice

What, if anything, is currently holding you back from switching? Select all that apply.

  • Current provider meets my needs well enough
  • Switching fees or penalties
  • Unclear pricing or fees with alternatives
  • Setup effort or potential downtime
  • Transferring data or number seems complex
  • Security or privacy concerns
  • Need approval from others in my household or company
  • Hard to compare options
  • Waiting for a deal or promotion
  • Nothing — I plan to switch soon
  • Other
Q14
Opinion Scale

How important was price or total cost when comparing providers?

Scale: 17
Min:Not at all importantMax:Extremely important
Q15
Multiple Choice

Which of the following issues, if any, did you experience during sign-up or checkout? Select all that apply.

  • Hidden or unexpected fees
  • Long or complex forms
  • Had to call or chat to complete sign-up
  • Forced account creation
  • Payment options I needed were missing
  • Identity or credit check issues
  • Unclear cancellation terms
  • Website or app errors
  • None — sign-up was smooth
  • Other
Q16
AI Interview

We'd like to understand your switching experience in more depth. Please share what mattered most in your decision, and our AI interviewer will ask a couple of follow-up questions.

Q17
Dropdown

Which best describes your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q18
Dropdown

Of all the reasons you selected, which was the single most important in your decision to switch?

  • Lower price or total cost
  • Promotional offer or deal
  • Dissatisfaction with previous provider
  • Missing features I needed
  • Better features with new provider
  • Recommendation from someone I trust
  • Life change (move, job, etc.)
  • Contract ended or was up for renewal
  • Brand trust or reputation
  • Other
Q19
Opinion Scale

How important was reliability or performance when comparing providers?

Scale: 17
Min:Not at all importantMax:Extremely important
Q20
Dropdown

Did you abandon or seriously consider abandoning the sign-up process at any point? If yes, at which stage?

  • No, I did not consider abandoning
  • Pricing page
  • Plan comparison
  • Sign-up form
  • Payment step
  • Identity or credit check
  • Scheduling or installation
  • Other
Q21
Long Text

Based on your responses in this survey, is there anything else you'd like to share about your switching experience or decision-making?

Q22
Dropdown

In which region do you currently live?

  • United States / Canada
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East / Africa
  • Other
Q23
Multiple Choice

Which of the following barriers, if any, did you encounter while switching? Select all that apply.

  • Comparing plans or offers was difficult
  • Hidden fees or unclear pricing
  • Transferring data or number was complex
  • Credit check concerns
  • Early termination fees
  • Long setup time or installation
  • Had to contact sales to proceed
  • Lack of reviews or third-party information
  • Security or privacy concerns
  • None — the process was smooth
  • Other
Q24
Opinion Scale

How important were features or functionality when comparing providers?

Scale: 17
Min:Not at all importantMax:Extremely important
Q25
Opinion Scale

How much does the total monthly price influence your choice of provider for this service?

Scale: 17
Min:No influence at allMax:Extremely strong influence
Q26
Dropdown

What is the highest level of education you have completed?

  • Some high school or less
  • High school diploma or equivalent
  • Some college
  • Associate degree
  • Bachelor's degree
  • Graduate or professional degree
  • Prefer not to say
Q27
Long Text

Which provider did you leave?

Q28
Opinion Scale

How important was customer support when comparing providers?

Scale: 17
Min:Not at all importantMax:Extremely important
Q29
Dropdown

What is your current employment status?

  • Full-time
  • Part-time
  • Self-employed
  • Student
  • Homemaker / caregiver
  • Unemployed
  • Retired
  • Prefer not to say
Q30
Long Text

Which provider did you switch to?

Q31
Opinion Scale

How important was contract flexibility or ease of cancellation when comparing providers?

Scale: 17
Min:Not at all importantMax:Extremely important
Q32
Opinion Scale

How well does your chosen or preferred provider meet your needs compared to the alternatives you considered?

Scale: 17
Min:Much worse than alternativesMax:Much better than alternatives
Q33
Ranking

Please rank the following factors from most to least important when choosing a provider.

  1. Price / total cost
  2. Reliability / performance
  3. Features / functionality
  4. Customer support
  5. Contract flexibility / cancellation
  6. Brand trust
  7. Setup time / effort
Drag to rank

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.