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Competitor comparison survey template

Learn how you compare, from customers who switched to you

Three questions for customers about two months in: what they used before, how you compare on ease, speed, value and support, and what the old way still did better. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this competitor comparison survey tells you

A competitor comparison survey asks customers who came from another tool, a spreadsheet or an agency how you measure up. This template takes about a minute: what they used before, four statements comparing you on ease of use, speed, value and support, and an open question about what the old way did better.

It is written for an email around a customer's 60th day, after the switch is done and the old way is still fresh in memory. Usertick sends it to a contact list, or you add the link to your own check-in email. It also runs as a popup in your web app, and from Starter you can aim it at a signup date passed with Usertick.identify().

Usertick reads each written answer, files it under a category from your list, such as pricing and value or ease of use, marks it as a complaint, an idea or praise, and gives each response a customer risk reading. Results shows the share of each previous tool and a heat map of the four comparisons with an average per statement.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
An email around a customer's 60th day, after the switch
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Dropdown

What did you use before us?

Why ask it
Where customers came from shapes how they judge you: someone leaving a spreadsheet compares you with free and flexible, someone leaving another product compares features. The answer lets you read the other two questions per group.
What you learn
A donut with the share and count of each previous tool. Choose one, such as Another product, to see the comparison and the written answers from those customers only.
Make it yours
Name your main competitors as options in place of Another product, and keep the option to decline, so nobody is pushed to name a vendor.
Question 2 of 3 · Matrix · Optional

Compared with what you used before, how much do you agree?

Why ask it
Four statements on an agree scale show where you win and where you only hold even, in a few taps. Each one compares you with the customer's own old way, which is the comparison that decides whether they stay.
What you learn
A heat map per statement with its average, against the period before. Select a previous tool in question 1 to see how you compare with that group alone.
Make it yours
Add a rule to question 1 that ends the survey when the answer is Nothing, since those customers have no old way to compare.
Question 3 of 3 · Text · Optional

What did the old way do better?

Why ask it
Switchers still miss something about the old way, such as a shortcut, a report or a price. Those answers are your retention risk and your next improvements.
What you learn
Usertick reads each answer, gives it a theme and a type, and lists the answers filterable by theme, so a missing report that several switchers name shows as one theme.
Make it yours
Send answers that name a missing feature to your product team, and reply to the ones with a high customer risk reading well before renewal.

What the answers show

Results turns each question into numbers you can follow week by week.

What did you use before us?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Compared with what you used before, how much do you agree?

Each row's answers side by side, so the part that needs work stands out.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Competitor comparison in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Wait until the switch is done

    Send it around day 60, after setup and the first real work. Earlier, customers compare your onboarding with a tool they knew by heart.

  2. 02

    Name the competitors you meet

    Replace Another product with the two or three tools you lose deals to, so the comparison reads per competitor.

  3. 03

    Read the losses first

    Select the lowest answers on each statement in Results and read what those customers wrote about the old way.

  4. 04

    Use the wins in sales

    The statements most switchers agree with are the claims your sales team can make with confidence. Share them with whoever writes your comparison pages.

Market research surveysEmail surveysChurn questions

More research templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
ResearchPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.
ResearchInterview screenerFind the right people for customer interviews by role, team size and how often they use your product. Send it to active users before a research round.
ResearchBrand perceptionLearn how people see your brand, how much they trust it, how it compares with competitors and where they first heard of you. Run it with customers and with your newsletter audience once a year.
ResearchAfter the demoFind out whether your sales demo answered the prospect's questions and what they want to happen next. Send it within a day of the demo.

Frequently asked questions

About two months after a customer starts, once the switch is done and they have used you for real work. Send it once per customer; Skip people who already received this survey is on by default.

The comparison is optional, so they can skip it. Add a rule that ends the survey after Nothing if you would rather not ask them what the old way did better.

Yes. Replace Another product with the names of the tools you compete with, and keep a decline option so customers aren't pushed to name one.

Read their answers by theme. A gap several switchers name belongs on the roadmap, and a gap only one names may need a help article that shows how your product already does it.

Yes, as a separate survey with the wording turned around: ask what they use now and what it does better. A separate survey keeps the two groups apart in Results.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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