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Marketing Strategy Questionnaire Form

Diagnose a prospect’s marketing with a quick questionnaire — current methods, strategy, challenges and budget — to shape your pitch.

Description

A marketing strategy questionnaire is a smart first touch with a prospect — a short diagnostic that surfaces how their marketing works today and where it’s falling short. It qualifies the lead and arms you with the insight to pitch something specific, rather than a generic ‘we can help’ on the first call.

It asks how effective they rate their current marketing, the methods they use, and a description of their strategy, then digs into the challenges they face and their budget. A contact person and email let you follow up with a tailored recommendation built on what they’ve told you.

Customize the questions to match your approach, restyle it in your brand colors, and embed it on your site so prospects self-qualify before you call.

Form fields

Everything the Marketing Strategy Questionnaire Form above collects — 8 fields, so you can see exactly what it captures before you make it your own.

Marketing Strategy Questionnaire

  • How effective is your current marketing on a scale of 1-10?

    Scale Icon
    Scale

  • What marketing methods do you currently use?

    Multi-Select Icon
    Multi-Select

  • Please specify other methods:

    Short Answer Icon
    Short Answer

  • Describe your current marketing strategy

    Long Answer Icon
    Long Answer

  • What challenges do you face with your marketing?

    Long Answer Icon
    Long Answer

  • What is your marketing budget?

    Short Answer Icon
    Short Answer

  • Contact person

    Name Icon
    Name

  • Contact email

    Email Icon
    Email
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Template FAQs

Common questions about the Marketing Strategy Questionnaire Form — what it captures, when to use it, and how to make it your own.

What is a marketing strategy questionnaire form?

It’s a short diagnostic form that captures how a prospect’s marketing works today. It asks about their current methods, strategy, challenges and budget, so you can qualify the lead and come to the conversation with a specific, relevant recommendation rather than a generic pitch.

What does the form capture?

A self-rating of their current marketing, the methods they use, and a description of their strategy, plus the challenges they face and their budget. A contact person and email let you follow up with tailored advice based on their answers.

When would a prospect use it?

Early in the sales process, often as a lead magnet or a step before a discovery call. Completing it gets prospects reflecting on their own gaps and gives you the insight to make that first conversation genuinely useful rather than exploratory.

Who is this form for?

Marketing agencies, consultants and strategists generating and qualifying leads, and the prospects completing it. It suits anyone who wants first conversations to start from real insight into a prospect’s marketing, so they can pitch specifically and win more work.

Why ask prospects to rate their own marketing?

A self-rating reveals how a prospect sees their own performance — and the gap between that and reality is often where you add value. It also gets them acknowledging a problem, which primes a far more productive conversation than starting from a cold pitch.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the questions to match your approach, restyle it to your brand, and embed it on your website with no coding. Completed questionnaires then arrive ready to shape your pitch.

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