Q01
Long Text
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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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
27 questions · ~4 min
Q02
Long Text
Which plan or account type do you currently use?
Q03
Long Text
How satisfied are you with the transparency and fairness of fees and pricing?
Q04
Multiple Choice
Which of the following best describes your current plans for your account?
Q05
Multiple Choice
Which of the following alternatives are you currently considering or using alongside us? Select all that apply.
Q06
Multiple Choice
If you were considering leaving, which of the following would most influence you to stay? Select all that apply.
Q07
Long Text
How likely are you to recommend our product to a friend or colleague?
Q08
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?
Q09
Long Text
What is your age?
Q10
Long Text
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].
Q11
Multiple Choice
What is your primary role for this account?
Q12
Long Text
How satisfied are you with the speed and reliability of transfers and deposits?
Q13
Multiple Choice
In the last 90 days, have you attempted to cancel, pause, or downgrade your account?
Q14
Multiple Choice
Regardless of your current plans, which single improvement would add the most value for you?
Q15
Long Text
How likely are you to still be using our product 6 months from now?
Q16
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.
Q17
Long Text
Where do you currently live?
Q18
Multiple Choice
How long have you been using our product?
Q19
Long Text
How satisfied are you with app performance and reliability?
Q20
Multiple Choice
What are the main reasons you might cancel or downgrade? Select all that apply.
Q21
Multiple Choice
What level of discount on your current plan would most likely change your mind about leaving?
Q22
Multiple Choice
How often did you use our product in the last 30 days?
Q23
Long Text
How satisfied are you with account security and privacy protections?
Q24
Long Text
In a few words, what is the single biggest factor influencing your decision?
Q25
Long Text
How satisfied are you with the features and tools available to you?
Q26
Long Text
How satisfied are you with the overall ease of use of the product?
Q27
Long Text
How satisfied are you with customer support when you've needed it?
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.