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SaaS Plan Change Intent & Migration Blockers Survey Template

Measure plan change intent, timing, and migration obstacles for active users. Uncover friction and reduce churn with this SaaS survey template.

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

Sample Survey Items

Q1
Dropdown
Which plan are you currently on?
  • Free
  • Starter
  • Team
  • Pro
  • Business
  • Enterprise
  • Custom/Legacy
  • Not sure
Q2
Numeric
Approximately how many seats were active in the last 30 days?
Accepts a numeric value
Whole numbers only
Q3
Multiple Choice
Which best describes your role on this account?
  • Account owner/admin
  • Team lead/manager
  • Individual contributor
  • Procurement/finance
  • Developer/IT
  • Other
Q4
Multiple Choice
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
Q5
Ranking
If you plan to upgrade, rank your top reasons (drag to order).
Drag to order (top = most important)
  1. Unlock needed features
  2. Lift usage/API limits
  3. Security/compliance requirements
  4. Faster support/SLA
  5. Team growth (more seats)
Q6
Multiple Choice
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
Q7
Dropdown
When do you expect to upgrade?
  • Within 30 days
  • 31–90 days
  • 3–6 months
  • More than 6 months
  • Not sure
Q8
Opinion Scale
How confident are you that budget approval will be secured?
Range: 1 – 10
Min: Not at allMid: SomewhatMax: Highly
Q9
Multiple Choice
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
Q10
Ranking
If you plan to downgrade, which levers would you use to reduce cost?
Drag to order (top = most important)
  1. Reduce seats
  2. Move to a lower plan tier
  3. Remove add-ons
  4. Limit integrations
  5. Lower support tier
Q11
Long Text
Any risks or concerns you anticipate if you downgrade?
Max 600 chars
Q12
Multiple Choice
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
Q13
Short Text
What would need to change for you to upgrade or downgrade?
Max 100 chars
Q14
Matrix
How much would each factor block a migration in the next 90 days?
RowsNot a blockerMinorModerateMajorCritical
Data migration effort•••••
Re-training the team•••••
Workflow/process disruption•••••
Integration changes•••••
Internal approval process•••••
Risk of losing current features/settings•••••
Potential downtime/instability•••••
Q15
Rating
Overall, how concerned are you about data migration?
Scale: 10 (star)
Min: No concernMax: Extremely concerned
Q16
Multiple Choice
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
Q17
Multiple Choice
Are you evaluating alternatives alongside us?
  • Another vendor
  • In-house solution
  • Open-source option
  • Staying with current plan only (no alternatives)
  • Other
Q18
Multiple Choice
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
Q19
Opinion Scale
In the last 30 days, the product delivered good value for the price.
Range: 1 – 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q20
Constant Sum
Distribute 100 points across what matters most for your next plan decision.
Total must equal 100
  • Features we need
  • Total cost/price
  • Security/compliance
  • Seat scalability (adding/removing seats)
  • Support/SLA responsiveness
  • Integrations and migration effort
Min per option: 0Whole numbers only
Q21
Dropdown
Company size (employees)
  • 1–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001–5,000
  • 5,001–10,000
  • 10,001+
  • Prefer not to say
Q22
Dropdown
Industry
  • Software/Technology
  • Finance/Insurance
  • Healthcare/Life Sciences
  • Retail/Ecommerce
  • Manufacturing
  • Education
  • Media/Entertainment
  • Government/Nonprofit
  • Other
  • Prefer not to say
Q23
Dropdown
Region
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
  • Other
  • Prefer not to say
Q24
Dropdown
How long have you used our product?
  • Under 3 months
  • 3–12 months
  • 1–2 years
  • 3+ years
  • Not sure
Q25
Multiple Choice
Are you a decision-maker for plan changes?
  • Yes
  • I share responsibility with others
  • No
  • Not sure
Q26
Chat Message
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.
Q27
Long Text
Any final comments or clarifications about your plan decision?
Max 600 chars
Q28
AI Interview
AI Interview: 2 Follow-up Questions on your plan decision
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q29
Chat Message
Thanks for your time—your feedback helps us improve your plan experience.

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