SaaS Plan Change Intent & Migration Blockers Survey
Measures plan-change intent, upgrade/downgrade drivers, and migration friction among active SaaS users. Use with account holders and team leads to identify churn risk, prioritize feature investments, and reduce plan-change barriers.
What's Included
AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
Smart Distribution
Target the right audience automatically
Detailed Reports
Comprehensive insights and recommendations
Template Overview
33
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome! This brief survey (approximately 4–6 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.
Q2
Dropdown
Which plan are you currently on?
Free
Starter
Team
Pro
Business
Enterprise
Custom/Legacy
Not sure
Q3
Dropdown
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
Q4
Multiple Choice
Which best describes your role on this account?
Account owner/admin
Team lead/manager
Individual contributor
Procurement/finance
Developer/IT
Other
Q5
Multiple Choice
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
Q6
Ranking
Please rank the following upgrade reasons from most to least important to you.
Drag to order (top = most important)
Unlock needed features
Lift usage/API limits
Security/compliance requirements
Faster support/SLA
Team growth (more seats)
Q7
Multiple Choice
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
Q8
Dropdown
When do you expect to upgrade?
Within 30 days
31–90 days
3–6 months
More than 6 months
Not sure
Q9
Opinion Scale
How confident are you that budget approval for the upgrade will be secured?
Range: 1 – 7
Min: Not at all confidentMid: NeutralMax: Extremely confident
Q10
Multiple Choice
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
Q11
Ranking
Please rank the following cost-reduction actions from most to least likely for your account.
Drag to order (top = most important)
Reduce seats
Move to a lower plan tier
Remove add-ons
Limit integrations
Lower support tier
Q12
Long Text
What risks or concerns, if any, do you anticipate if you downgrade?
Max chars
Q13
Multiple Choice
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
Q14
Long Text
What would need to change for you to consider upgrading or switching plans?
Max chars
Q15
Chat Message
The following questions ask how much each factor would block a plan migration in the next 90 days. Please rate each one.
Q16
Opinion Scale
How much would data migration risk block a plan change in the next 90 days?
Range: 1 – 7
Min: Not a blocker at allMid: NeutralMax: Complete blocker
Q17
Opinion Scale
How much would potential downtime or service disruption block a plan change in the next 90 days?
Range: 1 – 7
Min: Not a blocker at allMid: NeutralMax: Complete blocker
Q18
Opinion Scale
How much would contract or procurement complexity block a plan change in the next 90 days?
Range: 1 – 7
Min: Not a blocker at allMid: NeutralMax: Complete blocker
Q19
Opinion Scale
How much would team retraining or change management block a plan change in the next 90 days?
Range: 1 – 7
Min: Not a blocker at allMid: NeutralMax: Complete blocker
Q20
Opinion Scale
How much would integration reconfiguration block a plan change in the next 90 days?
Range: 1 – 7
Min: Not a blocker at allMid: NeutralMax: Complete blocker
Q21
Opinion Scale
Overall, how concerned are you about data migration if you were to change plans?
Range: 1 – 7
Min: Not at all concernedMid: NeutralMax: Extremely concerned
Q22
Multiple Choice
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
Q23
Multiple Choice
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
Q24
Opinion Scale
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.
Drag to order (top = most important)
Features we need
Total cost/price
Security/compliance
Seat scalability (adding/removing seats)
Support/SLA responsiveness
Integrations and migration effort
Q26
Long Text
Based on your responses in this survey, please share any additional thoughts or concerns about your plan decision.
Max chars
Q27
AI Interview
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 8
Q28
Dropdown
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
Q29
Dropdown
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
Q30
Dropdown
In which region is your organization primarily based?
North America
Europe
Asia-Pacific
Latin America
Middle East & Africa
Other
Prefer not to say
Q31
Dropdown
How long have you been using our product?
Under 3 months
3–12 months
1–2 years
3+ years
Not sure
Q32
Multiple Choice
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
Q33
Chat Message
Thank you for your time — your feedback directly helps us improve your plan experience.
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