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Identify Switching Triggers: Understand Why Customers Leave Your Competitors

TL;DR: What this template does

This template identifies what causes customers to leave competing products — based on real churn interviews or win/loss conversations.
Upload interviews and get a full report on switching triggers, pain points, and unmet expectations.

Why switching triggers are your biggest opportunity

Customers are telling you exactly what broke their relationship with your competitors.

This template helps you hear it, organize it, and use it to your advantage.

Definition: Switching triggers are recurring moments, patterns, or pain points that push users away from one solution and toward another — often hidden in qualitative feedback.

How does this template work?

Step 1: Upload Churn or Win Interviews
  • Works with exit interviews, win/loss calls, CS check-ins
  • Accepts video, audio, and transcripts
  • Best with 8–12 customers who’ve switched or churned
Step 2: Extract Loyalty & Retention Themes
  • AI identifies core switching motivators: pricing, UX, support, etc.
  • Clusters quotes by reason for leaving or choosing
  • Flags emotional intensity + root causes
Step 3: Output — Switching Behavior Report
  • List of top churn/switch drivers
  • Quote-backed triggers with source attribution
  • Summary slide deck for leadership or GTM use

What benefits does this template provide?

BenefitDescriptionImpact
Churn Analysis ClarityUnderstand what pushed users away from othersFuel GTM messaging + campaigns
Buyer Psychology InsightHear decision criteria in the buyer’s wordsSharpen positioning
Win/Loss StrategyLearn from past switches to prevent future onesImprove product fit + retention
Segment-Level InsightsSpot differences by buyer type or verticalPersonalize sales strategies

How do different teams use this template?

PMMs: Build “why we win” decks with proof
Sales Enablement: Anticipate switching moments in prospects
CX Leads: Prevent churn by learning from past behavior
Product Teams: Understand what to fix (or never do)

Frequently Asked Questions

What kinds of interviews work best with this template?
Exit interviews, win/loss calls, and churn surveys — especially ones where customers explain why they left another product.
Do I get categorized reasons?
You do. The output includes themes like “slow onboarding,” “bad support,” “pricing complexity,” etc.
What can I do with the output?
Use it to fine-tune messaging, prepare objection handling for sales, or prioritize retention improvements in product strategy.

What Teams Are Saying

“This is a major help. I’m so excited to have found Insight7 — I can finally understand why people leave our competitors in their own words.”


— Antonia Darder, Professor & Researcher

Want to win more by understanding why others lose?