Q01
Long Text
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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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
33 questions · ~4 min
Q02
Long Text
Which plan are you currently on?
Q03
Multiple Choice
Over the next 90 days, which best describes your plan intention?
Q04
Long Text
Please rank the following upgrade reasons from most to least important to you.
Q05
Multiple Choice
What are the main reasons you are considering a downgrade? (Select all that apply)
Q06
Multiple Choice
Which of the following factors are influencing your decision to stay on your current plan? (Select all that apply)
Q07
Long Text
The following questions ask how much each factor would block a plan migration in the next 90 days. Please rate each one.
Q08
Long Text
In the last 30 days, the product delivered adequate value relative to its price.
Q09
Long Text
Based on your responses in this survey, please share any additional thoughts or concerns about your plan decision.
Q10
Long Text
What is your company size (number of employees)?
Q11
Long Text
Thank you for your time — your feedback directly helps us improve your plan experience.
Q12
Long Text
Approximately how many seats were active on your account in the last 30 days?
Q13
Multiple Choice
Which specific capabilities are motivating your upgrade? (Select all that apply)
Q14
Long Text
Please rank the following cost-reduction actions from most to least likely for your account.
Q15
Long Text
What would need to change for you to consider upgrading or switching plans?
Q16
Long Text
How much would data migration risk block a plan change in the next 90 days?
Q17
Long Text
Please rank the following factors from most to least important for your next plan decision.
Q18
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.
Q19
Long Text
Which industry best describes your organization?
Q20
Multiple Choice
Which best describes your role on this account?
Q21
Long Text
When do you expect to upgrade?
Q22
Long Text
What risks or concerns, if any, do you anticipate if you downgrade?
Q23
Long Text
How much would potential downtime or service disruption block a plan change in the next 90 days?
Q24
Long Text
In which region is your organization primarily based?
Q25
Long Text
How confident are you that budget approval for the upgrade will be secured?
Q26
Long Text
How much would contract or procurement complexity block a plan change in the next 90 days?
Q27
Long Text
How long have you been using our product?
Q28
Long Text
How much would team retraining or change management block a plan change in the next 90 days?
Q29
Multiple Choice
What is your role in plan-change decisions for this account?
Q30
Long Text
How much would integration reconfiguration block a plan change in the next 90 days?
Q31
Long Text
Overall, how concerned are you about data migration if you were to change plans?
Q32
Multiple Choice
Which of the following would make migrating to a different plan easier for you? (Select all that apply)
Q33
Multiple Choice
Are you currently evaluating any alternatives to your current plan with us?
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.