Upsell Interest Survey template

An expansion-revenue survey that finds upgrade-ready customers without pitching anyone. It asks which plan they're on, how well it's meeting their needs, and which add-ons would be most valuable — then only asks for an email if the customer explicitly says they want someone to walk them through an upgrade. The no-pitch promise on the welcome screen is enforced by a skip rule.

Use this template Start free — no card

7 questions · works on the free plan (500 responses/month) · fully customizable

1 built-in logic rule

What’s inside

The questions this template ships with — rename, reorder, or delete any of them in the builder.

01Which plan are you on today?Dropdown

02How well is your current plan meeting your needs?Rating scale

03Which of these would be most valuable to you?Checkboxes

04Want someone to walk you through an upgrade?Multiple choice

05Best email to reach youEmail

When to use this template

SaaS customer-success teams mining the existing base for expansion revenue ahead of renewal season
A product team deciding which add-on to build next — analytics, API access, or white-labeling — using demand data instead of the loudest customer
Account managers at an agency spotting which retainer clients have outgrown their current scope
Pre-renewal outreach where you'd rather surface unmet needs months early than discover them in the cancellation flow

Tips to get more from it

The email question only appears after "Yes, contact me" — the skip rule is what makes the no-sales-pitch framing true, so keep it intact.
A low answer on the plan-satisfaction rating paired with "Not right now" on contact is your churn-risk signal, not your upsell list. Read the combination, not either answer alone.
"None of these" is a real option on the add-ons question; removing it inflates your demand data with forced answers.
Rename the plan options to your actual tiers before sending — customers notice when a survey about their plan gets the plan names wrong.

Questions people ask

How do I survey customers about upgrades without being pushy?

Separate the research from the pitch: ask what's missing, then let customers opt in to a conversation. This template does that with a skip rule — no opt-in, no contact question.

Can I see which customers asked to be contacted?

Yes. Each response shows the contact answer and email in the dashboard, and you can export everything as CSV to hand the opt-ins to your sales team.

Is this survey anonymous?

By default it only collects an email from people who ask to be contacted. If you want every response identified, add a required email question near the top.