Which plan are you currently on?
Approximately how many seats were active in the last 30 days?
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, what best describes your plan intention?
- Upgrade to a higher plan
- Downgrade to a lower plan
- Keep my current plan
- Not sure yet
If you plan to upgrade, rank your top reasons (drag to order).
Which capabilities are motivating an upgrade?
- 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?
How confident are you that budget approval will be secured?
What are the main reasons you’re considering a downgrade?
- Cost savings
- Low or variable usage
- Missing required features
- Internal policy or budget change
- Switching to an alternative
- Support/service issues
- Other
If you plan to downgrade, which levers would you use to reduce cost?
Any risks or concerns you anticipate if you downgrade?
Max 600 chars
What currently prevents you from changing plans?
- Price at current level
- Unclear value/ROI
- Waiting on procurement/contracting
- Security/legal review needed
- Migration seems complex
- Feature gaps for our needs
- Budget cycle timing
- Happy with current plan
- Other
What would need to change for you to upgrade or downgrade?
Max 100 chars
How much would each factor block a migration in the next 90 days?
Overall, how concerned are you about data migration?
What would make migrating easier for you?
- 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 evaluating alternatives alongside us?
- Another vendor
- In-house solution
- Open-source option
- Staying with current plan only (no alternatives)
- Other
Attention check: To confirm you’re paying attention, please select “I am paying attention.”
- I am paying attention
- I am not paying attention
- Prefer not to answer
In the last 30 days, the product delivered good value for the price.
Distribute 100 points across what matters most for your next plan decision.
How long have you used our product?
Are you a decision-maker for plan changes?
- Yes
- I share responsibility with others
- No
- Not sure
Welcome! This brief survey (about 4–6 minutes) helps us understand your plan needs and migration readiness. There are no right or wrong answers—please answer based on your current situation.
Any final comments or clarifications about your plan decision?
Max 600 chars
AI Interview: 2 Follow-up Questions on your plan decision
Thanks for your time—your feedback helps us improve your plan experience.