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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.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

33 questions · ~14 min
Q01
Message

Welcome! This brief survey (approximately 14 minutes) helps us understand your plan needs and migration readiness. Your participation is voluntary, and you may stop at any time. All responses are confidential and will be reported in aggregate only. There are no right or wrong answers — please answer based on your current situation.

Q02
Dropdown

Which plan are you currently on?

  • Free
  • Starter
  • Team
  • Pro
  • Business
  • Enterprise
  • Custom/Legacy
  • Not sure
Q03
Multiple Choice

Over the next 90 days, which best describes your plan intention?

  • Upgrade to a higher plan
  • Downgrade to a lower plan
  • Keep my current plan
  • Not sure yet
Q04
Ranking

Please rank the following upgrade reasons from most to least important to you.

  1. Unlock needed features
  2. Lift usage/API limits
  3. Security/compliance requirements
  4. Faster support/SLA
  5. Team growth (more seats)
Drag to rank
Q05
Multiple Choice

What are the main reasons you are considering a downgrade? (Select all that apply)

  • Cost savings
  • Low or variable usage
  • Missing required features
  • Internal policy or budget change
  • Switching to an alternative
  • Support/service issues
  • Other
Q06
Multiple Choice

Which of the following factors are influencing your decision to stay on your current plan? (Select all that apply)

  • Price is acceptable at current level
  • Unclear value/ROI of changing
  • Waiting on procurement/contracting
  • Security/legal review needed
  • Migration seems complex
  • Feature gaps in other plan tiers
  • Budget cycle timing
  • Happy with current plan
  • Other
Q07
Message

The following questions ask how much each factor would block a plan migration in the next 90 days. Please rate each one.

Q08
Opinion Scale

In the last 30 days, the product delivered adequate value relative to its price.

Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q09
Long Text

Based on your responses in this survey, please share any additional thoughts or concerns about your plan decision.

Q10
Dropdown

What is your company size (number of employees)?

  • 1–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,001–5,000
  • 5,001–10,000
  • 10,001+
  • Prefer not to say
Q11
Message

Thank you for your time — your feedback directly helps us improve your plan experience.

Q12
Dropdown

Approximately how many seats were active on your account in the last 30 days?

  • 1
  • 2–5
  • 6–10
  • 11–25
  • 26–50
  • 51–100
  • 101–250
  • 251+
  • Not sure
Q13
Multiple Choice

Which specific capabilities are motivating your upgrade? (Select all that apply)

  • 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
Q14
Ranking

Please rank the following cost-reduction actions from most to least likely for your account.

  1. Reduce seats
  2. Move to a lower plan tier
  3. Remove add-ons
  4. Limit integrations
  5. Lower support tier
Drag to rank
Q15
Long Text

What would need to change for you to consider upgrading or switching plans?

Q16
Opinion Scale

How much would data migration risk block a plan change in the next 90 days?

Scale: 1 – 7
Min:Not a blocker at allMax:Complete blocker
Q17
Ranking

Please rank the following factors from most to least important for your next plan decision.

  1. Features we need
  2. Total cost/price
  3. Security/compliance
  4. Seat scalability (adding/removing seats)
  5. Support/SLA responsiveness
  6. Integrations and migration effort
Drag to rank
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
Dropdown

Which industry best describes your organization?

  • Software/Technology
  • Finance/Insurance
  • Healthcare/Life Sciences
  • Retail/Ecommerce
  • Manufacturing
  • Education
  • Media/Entertainment
  • Government/Nonprofit
  • Other
  • Prefer not to say
Q20
Multiple Choice

Which best describes your role on this account?

  • Account owner/admin
  • Team lead/manager
  • Individual contributor
  • Procurement/finance
  • Developer/IT
  • Other
Q21
Dropdown

When do you expect to upgrade?

  • Within 30 days
  • 31–90 days
  • 3–6 months
  • More than 6 months
  • Not sure
Q22
Long Text

What risks or concerns, if any, do you anticipate if you downgrade?

Q23
Opinion Scale

How much would potential downtime or service disruption block a plan change in the next 90 days?

Scale: 1 – 7
Min:Not a blocker at allMax:Complete blocker
Q24
Dropdown

In which region is your organization primarily based?

  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
  • Other
  • Prefer not to say
Q25
Opinion Scale

How confident are you that budget approval for the upgrade will be secured?

Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q26
Opinion Scale

How much would contract or procurement complexity block a plan change in the next 90 days?

Scale: 1 – 7
Min:Not a blocker at allMax:Complete blocker
Q27
Dropdown

How long have you been using our product?

  • Under 3 months
  • 3–12 months
  • 1–2 years
  • 3+ years
  • Not sure
Q28
Opinion Scale

How much would team retraining or change management block a plan change in the next 90 days?

Scale: 1 – 7
Min:Not a blocker at allMax:Complete blocker
Q29
Multiple Choice

What is your role in plan-change decisions for this account?

  • Sole decision-maker
  • Shared decision-maker
  • Influencer/recommender
  • Not involved in plan decisions
  • Not sure
Q30
Opinion Scale

How much would integration reconfiguration block a plan change in the next 90 days?

Scale: 1 – 7
Min:Not a blocker at allMax:Complete blocker
Q31
Opinion Scale

Overall, how concerned are you about data migration if you were to change plans?

Scale: 1 – 7
Min:Not at all concernedMax:Extremely concerned
Q32
Multiple Choice

Which of the following would make migrating to a different plan easier for you? (Select all that apply)

  • Step-by-step migration checklist
  • White-glove setup assistance
  • Sandbox to test changes
  • Dedicated customer success manager
  • Transparent pricing calculator
  • Change-management templates
  • Other
Q33
Multiple Choice

Are you currently evaluating any alternatives to your current plan with us?

  • Another vendor
  • In-house solution
  • Open-source option
  • Staying with current plan only (no alternatives)
  • Other

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.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Uses adaptive AI follow-up interviews to probe further on plan-change intent and migration blockers beyond fixed-choice answers
  • Includes a dedicated AI moderator interview segment to explore plan decisions in depth after the structured questions
  • Combines quantitative measures (opinion scales, rankings, dropdowns) with open-text questions on upgrade/downgrade risks and required changes, giving both breadth and depth
  • Segments respondents by role, plan, seats, and company firmographics so churn-risk and migration-friction findings can be prioritized by account type

Frequently asked questions

What questions are in the “SaaS Plan Change Intent & Migration Blockers Survey” template?

The template includes 33 ready-to-use questions, starting with: “Welcome! This brief survey (approximately 14 minutes) helps us understand your plan needs and migration readiness. Your…” · “Which plan are you currently on?” · “Over the next 90 days, which best describes your plan intention?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 33 questions in about 14 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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