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Account Churn Risk & Retention Drivers Survey

Diagnoses cancellation intent, surfaces the primary drivers of churn, and identifies which retention offers resonate most with at-risk financial product users. Designed for product, CX, and retention teams seeking actionable save-desk insights.

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

27

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, and thank you for taking a few minutes to share your experience with us. This survey asks about your current account usage and what we can do better. There are no right or wrong answers — we're interested in your honest opinions. Your responses are confidential and will be reported only in aggregate. Participation is voluntary, and you may stop at any time. Estimated time: 5 minutes.
Q2
Dropdown
Which plan or account type do you currently use?
  • Checking only
  • Checking + Savings
  • Card only
  • Investing/Brokerage
  • Business account
  • Other
  • Not sure
Q3
Multiple Choice
What is your primary role for this account?
  • Personal use
  • Business owner/admin
  • Employee/team member
  • Household/shared
  • Other
  • Prefer not to say
Q4
Multiple Choice
How long have you been using our product?
  • Less than 1 month
  • 1–6 months
  • 6–12 months
  • 1–2 years
  • More than 2 years
  • Not sure
Q5
Multiple Choice
How often did you use our product in the last 30 days?
  • Several times a day
  • About once a day
  • A few times a week
  • About once a week
  • Less often
  • Not in the last 30 days
Q6
Opinion Scale
How satisfied are you with the transparency and fairness of fees and pricing?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q7
Opinion Scale
How satisfied are you with the speed and reliability of transfers and deposits?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q8
Opinion Scale
How satisfied are you with app performance and reliability?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q9
Opinion Scale
How satisfied are you with account security and privacy protections?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q10
Opinion Scale
How satisfied are you with the features and tools available to you?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q11
Opinion Scale
How satisfied are you with the overall ease of use of the product?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q12
Opinion Scale
How satisfied are you with customer support when you've needed it?
Range: 1 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q13
Multiple Choice
Which of the following best describes your current plans for your account?
  • I plan to cancel or close within 30 days
  • I plan to cancel or close within 3 months
  • I'm considering it but have no timeline
  • I have no plans to cancel or close
Q14
Multiple Choice
In the last 90 days, have you attempted to cancel, pause, or downgrade your account?
  • Yes
  • No
Q15
Multiple Choice
What are the main reasons you might cancel or downgrade? Select all that apply.
  • Fees are higher than expected
  • Value does not meet my needs for the price
  • Found an alternative that fits better
  • Issues with transfers or deposits
  • Card declines or unexpected holds
  • App performance or reliability issues
  • Security or privacy concerns
  • Missing features I need
  • Customer support did not meet expectations
  • Too complicated or hard to use
  • Temporary financial constraints
  • Switching banks/providers
  • Employer or payroll change
  • I no longer need this product
Q16
Long Text
In a few words, what is the single biggest factor influencing your decision?
Max chars
Q17
Multiple Choice
Which of the following alternatives are you currently considering or using alongside us? Select all that apply.
  • Traditional bank
  • Online-only bank
  • Neobank (e.g., Chime, Revolut)
  • Credit union
  • Payment app (e.g., Venmo, Cash App)
  • Budgeting app (e.g., YNAB, Mint)
  • Crypto platform/exchange
  • None of the above
Q18
Multiple Choice
If you were considering leaving, which of the following would most influence you to stay? Select all that apply.
  • Lower monthly price for 3 months
  • Waive a recent fee
  • Move to a lower-cost tier
  • Temporarily pause my account
  • Change billing date or cycle
  • Personalized support to resolve my issue
  • Help exporting data or switching features
  • None of these would change my mind
Q19
Multiple Choice
Regardless of your current plans, which single improvement would add the most value for you?
  • Lower or simpler fees
  • Faster transfers and deposits
  • Higher account limits
  • Better budgeting and financial insights
  • More rewards or perks
  • Easier-to-use app
  • More integrations (e.g., payroll, accounting)
  • Access to live human support
Q20
Multiple Choice
What level of discount on your current plan would most likely change your mind about leaving?
  • 10% off for 3 months
  • 20% off for 3 months
  • 30% off for 3 months
  • 50% or more off for 3 months
  • A free month
  • No discount would change my mind
Q21
Opinion Scale
How likely are you to recommend our product to a friend or colleague?
Range: 0 10
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q22
Opinion Scale
How likely are you to still be using our product 6 months from now?
Range: 1 7
Min: Very unlikelyMid: NeutralMax: Very likely
Q23
Long Text
Based on your responses in this survey, is there anything else you'd like to share about your experience or your decision to stay or leave?
Max chars
Q24
AI Interview
We'd like to understand your feedback in more depth. An AI moderator will ask a couple of follow-up questions based on what you've shared.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 7
Q25
Dropdown
What is your age?
  • Under 18
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65 or older
  • Prefer not to say
Q26
Dropdown
Where do you currently live?
  • United States
  • Canada
  • United Kingdom
  • European Union
  • India
  • Australia/New Zealand
  • Other
  • Prefer not to say
Q27
Chat Message
Thank you for your time — your feedback directly helps us improve our product and service. If you have an urgent account issue, please contact our support team at [support link].

Frequently Asked Questions

What is QuestionPunk?
QuestionPunk is an AI-powered survey and research platform that turns traditional surveys into adaptive conversations. Describe your research goal and get a complete survey draft, conduct AI-moderated interviews with dynamic follow-ups, detect low-quality responses, and produce insights automatically. It's fast, flexible, and scalable across qualitative and quantitative research.
How do I create my first survey?
Sign up, then choose how to build: describe your research goal and let AI generate a survey, pick a template, or start from scratch. Add question types, set logic, preview, and share.
Can the AI generate a survey from a prompt?
Yes. Describe your research goal in plain language and QuestionPunk drafts a complete survey with appropriate question types, ordering, and AI follow-up logic. You can then customize before publishing.
What question types are available?
QuestionPunk supports a wide range of question types: opinion scale, rating, multiple choice, dropdown, ranking, matrix, constant sum, AI interview (text and audio), long text, short text, email, phone, date, address, website, numeric, audio/video recording, contact form, chat message, conversation reset, button, page breaks, and more.
How do AI interviews work?
AI interviews conduct adaptive conversations with respondents. The AI asks follow-up questions based on what the respondent says, probing for clarity and depth. You control the personality, tone, model (Haiku, Sonnet, or Opus), and question mode (fixed count, AI decides when to stop, or time-based).
Can I test my survey before launching?
Yes. Use synthetic testing to create AI personas and run them through your survey. This helps catch issues with question flow, logic, and wording before real respondents see it.
How many languages are supported?
QuestionPunk supports 142+ languages. Add languages from the survey editor, auto-translate questions, and share language-specific links. AI interviews also adapt to the respondent's language automatically.
How can I share my survey?
Share via a direct link (with optional custom slug), embed on your website (iframe or script), distribute through Prolific for research panels, or generate a QR code for physical distribution.
Can I export survey results?
Yes. Export as CSV (flat or wide layout), Excel (XLSX), or export the survey structure as PDF/Word. Filter by suspicious level, response type, language, or date range before exporting.
Does QuestionPunk detect fraudulent responses?
Yes. Every response is automatically classified with a suspicious level (low/medium/high) based on attention checks, response timing, and behavioral signals. You can filter flagged responses in the Responses tab.
What are the pricing plans?
Basic (Free): 20 responses/month. Business ($50/month or $500/year): 5,000 responses/month with priority support. Enterprise (Custom): unlimited responses, remove branding, custom domain, and dedicated support.
How long does support take to reply?
We reply within 24 hours, often much sooner. Include key details in your message to help us assist you faster.

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