Marketing Questionnaire Template
A free marketing questionnaire for agencies and consultants. Prospects share goals, budget and timeline, and lead mode marks those with real budget as hot.
Customize the pages and design to fit your needs.
About this template
Ask potential clients what they sell, which services they need, their goal, monthly budget and start date before the discovery call. Lead mode marks prospects with the budget and timing you need as hot leads.
Common uses
- Marketing agencies
- Freelance marketers and consultants
- Discovery call booking pages
Key features
- Budget and timeline screening
- Services and goals
- Hot lead tagging
What this template asks
What's your name?
Short Text
What's your work email?
Email
What's your phone number?
Phone · Optional
What's your company name?
Short Text
What's your website?
URL · Optional
What does your business sell, and to whom?
Long Text
Which services do you need?
Multiple Choice · SEO, Social media, Paid ads, Email marketing, Content and blog, Website, Branding
What's your main goal for the next 6 months?
Single Choice · More leads, More online sales, Brand awareness, Launch something new
What's your monthly marketing budget?
Single Choice · Under $1,000, $1,000 to $3,000, $3,000 to $10,000, Over $10,000
When would you like to start?
Single Choice · Right away, Within a month, In 1 to 3 months, Just exploring
Have you worked with a marketing agency before?
Single Choice · Yes, and it went well, Yes, and it didn't, No, this is our first
Who are your main competitors?
Long Text · Optional
Anything else we should know?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What should a marketing questionnaire for clients ask?
What the business sells and to whom, the services they need, their main goal, monthly budget, start date, past agency experience and competitors.
How does lead mode help my agency?
Budget and start date are tagged, so prospects who can afford you and want to start soon are marked hot. Budgets below your minimum are marked not a fit.
Can prospects book a call after the questionnaire?
Yes. Add a Calendly or Cal.com question at the end so hot leads pick a discovery call time right away.