A ready-to-use conversational survey

Customer loss survey template

Ask customers who stopped buying what changed, whether they told you, and how the business they use now compares. Anyone open to a chat can ask for a call.

12 questionsAbout 4 min12 branches2 endingsRead the template guide
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We noticed we haven't seen you in a while. Would you tell us what changed? It takes about three minutes.
How long were you buying from us?
Less than 3 months3 to 12 months1 to 3 yearsMore than 3 years
Type your answer, or tap one above…
A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Dropdown
  • Single select
  • Long text
  • Yes / No
  • Matrix
  • Rating
  • Email

The conversation

What a respondent is asked, in order.

We noticed we haven't seen you in a while. Would you tell us what changed? It takes about three minutes.

1

How long were you buying from us?

Dropdownrequired
2

Roughly when did you last buy from us?

Single selectrequired
3

What changed that made you stop?

Single selectrequiredsplits the flow
4

Compared with what else is out there, how did our price feel?

Single selectrequiredif main reason is The price
5

When did you first notice it, and what happened?

Long textoptional
6

Did you mention any of this to us before you stopped?

Yes / Norequired
7

Where do you get this now?

Single selectrequiredsplits the flow
8

How does the business you use now compare with us?

Matrixoptionalif moved to is From another business
9

Before things changed, how happy were you with us?

Ratingrequired
10

What would we need to change for you to buy from us again?

Long textoptional
11

Would you be open to a short call about your experience?

Yes / Norequiredsplits the flow
12

Great, what's the best email to reach you?

Emailrequiredsometimes asked

Endings

Thank you for being honest with us

Thanks, we'll be in touch 📞

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your customer loss survey

  • How will you decide who counts as lost: no order in three months, six months, a year?
  • Which reasons for leaving can your team actually act on, and are they all in the list?
  • Do you want to know which business people moved to by name, or only how you compare?
  • Who will make the follow-up calls, and how quickly can they reach people who asked?

How to use the responses

Start with the question about whether people told you before they stopped. Every loss where the answer is no is one you had no chance to prevent, so look at what those customers had in common and where they might have spoken up. Then group the reasons by how long each person was a customer, and read the comparison grid for the rows where rivals keep coming out ahead. Email everyone who agreed to a call within a few days.

How to customize and share this template

  1. 1Replace the reasons with the ones your team hears most, and change the comparison rows to what customers weigh when choosing between you and a rival.
  2. 2Adjust the pricing answers and the timing bands to how often your customers usually buy.
  3. 3Send the link to customers who have gone quiet past your cut-off, and check the call requests in the dashboard every day.

Frequently asked questions

What should a customer loss survey ask?

What changed, whether the customer raised it with you, where they buy now and how that compares, and what would bring them back. Keep it short, because they owe you nothing.

When should I send a lost customer survey?

Once a customer has gone quiet for longer than their usual gap between purchases. Waiting much longer than that means the reason has blurred and fewer people reply.

How is a customer loss survey different from a churn survey?

A churn survey usually runs at the moment someone cancels a subscription. A customer loss survey goes to people who simply stopped buying, often without telling you, so it also asks whether they ever raised the problem.

Should a customer loss survey try to win people back?

Not directly. Its first job is to understand the decision. This version offers a call only to people who say yes, and promises it will not be a sales pitch.

A few more possibilities

Keep the ideas coming.

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