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Free Subscription Retention Survey Template

A pre-renewal retention questionnaire: renewal intention and satisfaction items, the reasons people stay, the reasons pushing them toward leaving, features they never use and what would justify an upgrade.

~4 min
Pre-renewal
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A pre-renewal retention questionnaire: renewal intention and satisfaction items, the reasons people stay, the reasons pushing them toward leaving, features they never use and what would justify an upgrade.

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About this template

Renewal week is too late to ask why. This pre-renewal questionnaire runs nineteen fields in four blocks: renewal intention, overall satisfaction and recommend-worthiness; the reasons people stay (feature set, support, value for money and a multi-select of drivers); churn signals including the reasons pushing toward leaving, usage frequency, features rarely or never used and what would make a higher plan worth the money; and respondent context — sector and contract type — with an open box for anything else, ending on the single word they would use if they cancelled.

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Live Preview

Live form preview — fill it in to see how each answer is captured and exported.

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Renewal intention

Likelihood to renew, overall satisfaction, recommend-worthiness.

2

Stay drivers

Feature set, support, value for money and a multi-select of reasons.

3

Churn signals

Reasons pushing toward leaving, usage frequency, features never used.

4

Upgrade and context

What would justify a higher plan, sector, contract type, open reason box.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy the retention survey into your FormLM workspace — free.

2

Trigger on signals

Send pre-renewal or after usage drops.

3

Score the risk read

Sort responses by stated renewal intent.

4

Act on the near-miss

Fix the friction named before renewal closes.

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Who Is This For

Pick your role — see how it fits your workflow.

1

SaaS and app teams

Cut churn with reasons collected in time to act.

2

Membership businesses

Understand what renews seats and what voids them.

3

Billing and CS leads

Feed renewal risk lists with evidence.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. I am likely to renew my subscription (choice)
  2. I am satisfied overall with the current service (choice)
  3. I would recommend this product to a colleague (choice)
  4. Which reasons best describe why you stay with us (multi-select)
  5. The product feature set is important to my work (choice)
  6. The customer support experience is of high quality (choice)
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Frequently Asked Questions

When is the right send moment?
Ten to twenty days before renewal, or on any usage-drop trigger; after cancellation, answers are rationalized rather than real.
Is this the same as a churn survey?
No — it goes out before the renewal decision, so the stay drivers, the leaving reasons and the upgrade trigger are captured while you can still act on them, instead of after the cancellation.
How do I read renewal intent?
Treat 4–5 as safe, 3 as the save window and act on 1–2 with outreach while renewal remains open.
Won’t this remind people to cancel?
Experience says the opposite: asking "what nearly made you leave" surfaces fixes customers reward; ignore is what leaks.
Should incentives be offered?
Retention is the reward for subscribers; small credit works, but timing matters more than payment.
Can I run it per plan tier?
Yes — copy per tier so upgrade-appetite answers stay comparable within each.

Save the account before the invoice dies

Send the pre-renewal survey and act on near-misses — free.