すべてのテンプレート
Market Research

B2B Buyer Next-Year Budget & Purchase Intentions Survey

Captures how B2B buyers expect their procurement budget to move next year — direction, category-level growth or cuts, vendor consolidation plans, and AI spend intent — plus an AI follow-up that surfaces the real business reasons behind the number, not just the number itself. Built for sales, RevOps, and market research teams sizing pipeline and messaging for the year ahead.

設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分
Q01
メッセージ

Thanks for taking a few minutes to share how your organization is planning next year's budget. Your answers help vendors understand where buyers like you are headed. About 5 minutes, no wrong answers.

Q02
選択式必須

Compared to this year, how do you expect your organization's total procurement/purchasing budget to change next year?

  • Significant decrease
  • Slight decrease
  • Stay about the same
  • Slight increase
  • Significant increase
  • Not sure yet
Q03
数値

What percentage change do you expect in your total budget next year? Enter a positive or negative number (e.g., -10, 0, 15). Estimate if you don't have an exact figure.

Q04
マトリクス必須

For each spend category, how do you expect your budget to change next year? (Template note: replace the categories below with the spend categories relevant to your market before launching.)

6行 × 5列
  • Software & SaaS licenses
  • Cloud infrastructure & hosting
  • Professional services & consulting
  • Marketing & advertising spend
  • Hardware & equipment
  • ほか1件
列: Decrease significantly · Decrease slightly · Stay the same · Increase slightly · Increase significantly
Q05
ポイント配分

Now allocate 100 points across these categories to show how you expect next year's total budget to be split. (Template note: swap in your own category list to match the categories above.)

  • Software & SaaS licenses
  • Cloud infrastructure & hosting
  • Professional services & consulting
  • Marketing & advertising spend
  • Hardware & equipment
  • Contract / temporary staffing
100ポイントを配分
Q06
選択式必須

Which best describes your organization's vendor strategy for the next year?

  • Consolidating to fewer vendors
  • Keeping the current number of vendors
  • Adding new vendors or diversifying suppliers
  • Not sure yet
Q07
ランク付け

Rank the factors that will most influence your purchasing decisions next year, from most to least important.

  1. Total cost / price
  2. Security and compliance
  3. Ease of integration with existing systems
  4. Vendor reputation and reliability
  5. AI or automation capabilities
  6. Ease of use and adoption
  7. Quality of support and service
ドラッグして順位を付ける
Q08
選択式必須

How is your organization's spend on AI tools or AI-enabled vendors changing next year?

  • Significant increase
  • Slight increase
  • No change
  • Decrease
  • We're not currently budgeting for AI
Q09
オピニオンスケール必須

How likely are you to switch from an incumbent vendor to a new one if it offers stronger AI capabilities at a similar price?

スケール: 1 – 10
最小:Very unlikely最大:Very likely
Q10
AIインタビュー

Anchor on the respondent's stated budget direction and consolidation stance. Probe the specific business reasons driving the change (e.g., cost pressure, growth targets, leadership mandate, prior vendor disappointment) and what would need to be true for that plan to change. If they said 'stay the same' or 'not sure yet', push for what's making the budget uncertain right now. Separately, dig into how AI spend fits into the picture: is it new incremental budget, or is it being carved out of an existing category?

Q11
選択式

Which best describes your organization's size, by number of employees?

  • 1-50
  • 51-250
  • 251-1,000
  • 1,001-5,000
  • 5,000+
  • Prefer not to say
Q12
選択式

Which best describes your role in purchasing decisions?

  • Final decision-maker / budget owner
  • Strong influencer, not final approver
  • Evaluator / researcher
  • User with limited input
  • Prefer not to say
Q13
メッセージ

That's everything — thank you! Your responses will be aggregated with other buyers to build a picture of next year's budget trends; no individual answers are shared outside our research team.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Goes beyond a single budget number with category-level matrix and constant-sum allocation questions, so respondents show exactly where growth or cuts will land
  • Captures vendor consolidation stance, switching likelihood, and AI spend intent in the same flow, giving sales/RevOps a full pipeline-sizing picture, not just a budget delta
  • Includes an AI follow-up interview that anchors on the respondent's stated budget direction and consolidation stance to surface the real business reasons behind the number
  • Adds firmographic and role-based screening (company size, purchasing role) so results can be segmented by buyer seniority and organization size

SurveyMonkey

Budget Form Template

This is a generic budget form template, more oriented toward capturing or requesting budget figures (e.g., for internal planning or events) than surveying B2B buyers about forward-looking procurement intentions. It's a ready-to-field static form, but it lacks the category-level, vendor-strategy, and purchase-driver depth this template is built for. Useful only as a loose reference point given the shared 'budget' keyword.

優れている点

  • Fielding-ready static form usable immediately without setup
  • Simple, familiar SurveyMonkey builder and distribution tools
  • Backed by SurveyMonkey's broad benchmark/normative data

物足りない点

  • No category-level spend allocation, vendor consolidation, or AI-spend questions specific to B2B procurement
  • Static question set with no adaptive AI follow-up to probe the reasoning behind a stated budget change
  • No transparent, publishable prompt logic or per-response quality scoring

QuestionPro

Purchase Process and Evaluation Survey Template

This template focuses on how buyers evaluate and move through a purchase process, which overlaps with our purchase-driver ranking and vendor-switching questions. It is a fielding-ready static template rather than a forward-looking budget/consolidation forecasting tool, so it's better suited to post-purchase or in-process evaluation than next-year budget planning. It doesn't appear to include category-level budget allocation or AI-spend tracking.

優れている点

  • Structured around the buyer's purchase journey and evaluation criteria
  • Ready to deploy on QuestionPro's survey platform with standard logic/branching
  • Established B2B research template with recognizable methodology

物足りない点

  • No next-year budget direction, category-level allocation, or vendor-consolidation-specific questions
  • Static multiple-choice/matrix format with no adaptive AI interview to surface underlying business reasons
  • No published, transparent prompt methodology or automated per-response quality scoring

よくあるご質問

「B2B Buyer Next-Year Budget & Purchase Intentions Survey」テンプレートにはどのような設問が含まれていますか?

すぐに使える設問が13問含まれており、最初の設問は次のとおりです:「Thanks for taking a few minutes to share how your organization is planning next year's budget. Your answers help vendors…」・「Compared to this year, how do you expect your organization's total procurement/purchasing budget to change next year?」・「What percentage change do you expect in your total budget next year? Enter a positive or negative number (e.g., -10, 0,…」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか?

回答者は通常、13問を約7分で回答し終えます。

テンプレートは編集できますか?

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか?

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか?

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

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