# 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.

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.

Canonical: https://reuily.com/templates/marketing-questionnaire
Use this template: https://reuily.com/form/from-template/marketing-questionnaire
Collections: Marketing & Sales, Agencies, Professional Services, Marketing
Last updated: 2026-10-24

## Questions

- Question 1: What's your name? (Short Text, required)
- Question 2: What's your work email? (Email, required)
- Question 3: What's your phone number? (Phone, optional)
- Question 4: What's your company name? (Short Text, required)
- Question 5: What's your website? (URL, optional)
- Question 6: What does your business sell, and to whom? (Long Text, required)
- Question 7: Which services do you need? (Multiple Choice, required). Options: SEO; Social media; Paid ads; Email marketing; Content and blog; Website; Branding
- Question 8: What's your main goal for the next 6 months? (Single Choice, required). Options: More leads; More online sales; Brand awareness; Launch something new
- Question 9: What's your monthly marketing budget? (Single Choice, required). Options: Under $1,000; $1,000 to $3,000; $3,000 to $10,000; Over $10,000
- Question 10: When would you like to start? (Single Choice, required). Options: Right away; Within a month; In 1 to 3 months; Just exploring
- Question 11: Have you worked with a marketing agency before? (Single Choice, required). Options: Yes, and it went well; Yes, and it didn't; No, this is our first
- Question 12: Who are your main competitors? (Long Text, optional)
- Question 13: Anything else we should know? (Long Text, optional)

## Common uses

- Marketing agencies
- Freelance marketers and consultants
- Discovery call booking pages

## Key features

- Budget and timeline screening
- Services and goals
- Hot lead tagging

## 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.