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Questionnaire template

Marketing Needs Request Form

Collects business clients' marketing goals, channel priorities, challenges and views on a provider's tools and trends.

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Marketing · Advertisement effectiveness. All Marketing templates

Questions in this template

Your Marketing Needs

  1. Thank you for telling us about your marketing plans. Your answers help us decide where to focus the support and tools we offer you.

  2. What is your main business goal for the coming year?

    Choose one from a list:

    • Raise brand awareness
    • Generate more leads
    • Grow sales
    • Launch a new product or service
    • Other

  3. What is your main goal?

    Condition: Shown when Other was selected

    Open answer

  4. How satisfied are you with the results your marketing currently delivers in each area?

    • Brand awareness
    • Lead generation
    • Turning leads into sales

    For each row: choose one:

    • Very dissatisfied
    • Dissatisfied
    • Neither satisfied nor dissatisfied
    • Satisfied
    • Very satisfied

  5. Rank these channels by how important they are to your marketing (1 = most important).

    • Social media
    • Email
    • Content such as blogs and guides
    • Paid advertising
    • Search engine optimisation
    • Events and webinars

    For each row: choose one from a list:

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6

Your Challenges

  1. Which challenges affect your marketing most? Select up to three.

    Choose any that apply:

    • Limited budget
    • Too few staff or resources
    • Measuring return on investment
    • Keeping up with new trends
    • Generating leads
    • Other

  2. What other challenge do you face?

    Condition: Shown when Other was selected

    Open answer

  3. Describe the single biggest marketing challenge you are dealing with right now.

    Open answer

Our Current Support and Tools

  1. How effective are the marketing tools we currently provide?

    • Customer relationship management (CRM)
    • Analytics
    • Advertising
    • Social media management

    For each row: choose one:

    • Very ineffective
    • Ineffective
    • Neither effective nor ineffective
    • Effective
    • Very effective
    • I do not use this

  2. What new tools or capabilities should we add to what we offer?

    Open answer

Trends and Final Comments

  1. Which marketing trends look most promising to you? Select all that apply.

    Choose any that apply:

    • AI and machine learning
    • Personalisation
    • Influencer marketing
    • Video
    • Interactive content
    • Voice search
    • Other

  2. Which other trend do you have in mind?

    Condition: Shown when Other was selected

    Open answer

  3. Any other comments or suggestions for us?

    Open answer