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 a lightweight survey platform for live AI interviews you control. It's fast, flexible, and scalable—adapting every question in real time, moderating responses across languages, letting you steer prompts, models, and flows, and even generating surveys from a simple prompt. Get interview-grade insight with survey-level speed across qual and quant.
How do I create my first survey?
Sign up, then decide how you want to build: let the AI generate a survey from your prompt, pick a template, or start from scratch. Choose question types, set logic, and preview before sharing.
How can I share surveys with my team?
Send a project link so teammates can view and collaborate instantly.
Can the AI generate a survey from a prompt?
Yes. Provide a prompt and QuestionPunk drafts a survey you can tweak before sending.
How long does support typically take to reply?
We reply within 24 hours—often much sooner. Include key details in your message to help us assist you faster.
Can I export survey results?
Absolutely. Export results as CSV straight from the results page for quick data work.