PRODUCT
Jobs-to-be-done & switching survey template
Understand the situation that started a search, competing alternatives, and the outcome a customer wanted.
8 questions · 2 pages · 3 answer formats · About 3 min
Time is estimated from all questions, including matrix rows. Branching can shorten a path; reading, consent and longer written answers can add time. Confirm it with a pilot.
- Simple logic
- Conditional questions
- Pro to publish
Free to preview and customize. Publishing this template with its configured advanced features requires Pro.
Use this template opens an editable draft after sign-in. Questions, answer options and configured logic carry over; nothing is published until you choose to publish.
Try the questionnaire
Answer it before you use it.
Try the actual questions, follow-ups and endings. Preview answers stay in this tab and disappear when you close or restart it. Nothing is submitted.
Who this is for
Product teams studying recent purchases and switches.
Before you send it
Send soon after a purchase or switch. Replace 'this product' with its name and ask about a specific recent decision.
Questionnaire preview
These are the questions and answer options copied into your draft. Bracketed text is a prompt to customize. Matrix questions contain several statements, so allow time for each row.
How this template adapts
Previous-solution questions appear for switchers; outcome ratings appear for buyers.
- Switchers see the question about their previous solution.
- Both buyer groups see the outcome rating.
- Nonbuyers skip the outcome rating and still describe the result they wanted.
Test the setup before sharing
- Try all three decision types.
- Change your decision using Back and check the follow-up questions.
The preview below lists every possible question. Respondents see only the questions on their path. Open this template in the builder to test it with live answers.
Page 1
1. Which best describes your decision? (required)
Choose one
Switched from another solutionBought this type of product for the first timeConsidered it but did not buy2. What was happening when you first started looking for a solution?
Long text
3. What were you trying to accomplish?
Long text
Page 2: The decision
4. What did you use before, and what stopped working for you?
Long text
5. Which other options did you seriously consider?
Long text
6. What almost stopped you from choosing this product?
Long text
7. How well has the product delivered the outcome you wanted?
1–7 scale (Not at all well → Extremely well)
8. What would a successful outcome look like in your own words?
Long text
Use the builder link to retain logic, piping, consent, scoring, and randomization. Plain text copies wording only; piped answers become editable placeholders.
How to read the results
Group responses by trigger, desired outcome, alternatives, anxieties and habits. Compare buyers with nonbuyers separately; do not treat stated intent as observed behavior.
Preview your edited survey on desktop and mobile, run a small pilot, and review an export before inviting the full audience. Adding questions is optional: keep the ones that support your decision.
Keep building your study
Learn which users would miss your product, what value they get from it, and what they would use instead.
Collect paired reactions to the presence and absence of features, then explore use context and priorities.
Find out how buyers evaluated an offer and why they bought, chose an alternative, or postponed.
Count the questions and reading load before confirming timing with a pilot.
Start
Start with this template.
Make it your own.
Free to preview and customize. Publishing this template with its configured advanced features requires Pro.