Marketing questionnaire template for clients
This five-step marketing questionnaire for clients asks where leads come from, the monthly budget, the biggest problem and the start date, followed by the contact details. You can clone this template into your Growform account and reword every question.
What the form asks, step by step
Agencies send this discovery questionnaire before a strategy call. Every question is answered with buttons, which suits a busy owner replying from a phone.
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Step 1: “Where do most of your leads come from today?”
Several sources can be chosen, and “Not sure” is a useful answer too.
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Step 2: “What is your monthly marketing budget?”
Budget bands let you size the proposal before the call takes place.
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Step 3: “What is the biggest problem with your marketing right now?”
The answer tells you which service to lead with in the proposal.
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Step 4: “When would you like to start?”
Clients who are only researching identify themselves here, before you prepare a pitch.
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Step 5: “Who should we speak to about your marketing?”
Name, email and phone come last.
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After submitting
The final screen says that you will review the answers before the call, and you can add your booking link to it.
Who it’s for
Marketing agencies and consultants use this questionnaire between the first inquiry and the strategy call. It works as a client questionnaire on a proposal page, in a follow-up email or behind a “Work with us” button. Each submission tells you where the business finds its leads, what it spends each month, what it believes is going wrong and how soon it wants to begin. That is enough to decide who should take the call and what to prepare for it.
Once the contract is signed, the client onboarding questionnaire collects goals and account access.
Why this structure converts
- Budget is asked as a range, which people answer more readily than an exact figure.
- The problem question lets the client name the issue before you propose a solution.
- “Not sure” and “Just researching” are offered as answers, so nobody has to guess in order to continue.
- Contact details are requested after the four answers, when the client has already described the situation.
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Make it yours
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Match your pricing
Change the budget bands so that the lowest one sits at your minimum retainer. Anyone below it can be sent a different reply.
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Add the website address
A short text step for the client’s website lets you review the site and its advertising before the call.
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Put your calendar on the ending
Add your booking link to the thank-you screen so the client chooses a time while the answers are fresh.
Frequently asked questions
What questions should a marketing questionnaire ask clients?
Ask where leads come from today, what the monthly budget is, what is not working and when the client wants to start. Those four answers shape a proposal, and the template asks them in that order.
How is a client questionnaire different from a customer questionnaire?
A customer questionnaire usually asks buyers for feedback after a purchase. This template is sent before the work starts, and it asks a future client about leads, budget and timing.
When should I send the questionnaire?
Send it after the first inquiry and before the strategy call. The answers let you spend the call discussing a plan.
Can I show the budget in another currency?
Yes. The budget bands are in US dollars in the template, and each one is a label that you can retype in pounds, euros or any other currency.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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