Buyer Intake & Needs Assessment Survey

Thanks for taking a few minutes to tell us about what you're looking for! This helps us prepare for our conversation and bring you relevant options instead of guessing. Your responses are completely confidential and anonymized. About 5 minutes.

Which best describes what you're looking to purchase right now?

• A new solution to replace something I have now
• My first purchase in this category
• An addition or expansion to something I already have
• Still exploring — not committed to buying yet

When do you expect to make a final decision?

• Within the next 30 days
• 1-3 months
• 3-6 months
• 6+ months or no set timeline

What's your approximate budget for this purchase? (Template note: replace the ranges below with your own pricing tiers before launching.)

• (Replace with budget band 1, e.g., Under $5,000)
• (Replace with budget band 2, e.g., $5,000-$20,000)
• (Replace with budget band 3, e.g., $20,000-$50,000)
• (Replace with budget band 4, e.g., $50,000+)
• Not sure yet

Who else is involved in making this decision?

• Just me
• A manager or supervisor
• A finance or procurement team
• Other stakeholders in my organization
• A partner or spouse (for personal purchases)

For each set below, choose the factor that matters most and the one that matters least when you're choosing a provider or solution.

• Price
• Product features and capabilities
• Ease of implementation or onboarding
• Quality of customer support
• Vendor reputation and reviews
• Integration with what you already use
• Contract flexibility
• Speed of delivery

How well do the options you've looked at so far meet your needs?

What would make this a must-have versus a deal-breaker for you? Describe any specific requirements or things that would rule an option out.

Explore the respondent's top-priority decision factor from the trade-off exercise in depth: ask what 'good' looks like for that factor and what would make them walk away from an otherwise strong option. If other stakeholders are involved, ask what those people would need to see to sign off. If the timeline is 6+ months or unset, probe what would accelerate or delay the decision, and press gently on any vague deal-breaker language from the previous answer to get a concrete example.

Which best describes your organization or purchase context?

• Individual or personal purchase
• Small business (1-50 employees)
• Mid-size business (51-500 employees)
• Large enterprise (500+ employees)
• Prefer not to say

What industry are you in? (Template note: replace this list with categories relevant to your buyers.)

• Technology
• Healthcare
• Financial services
• Retail or e-commerce
• Manufacturing
• Professional services
• Prefer not to say

What's your role in this purchase decision?

• Final decision-maker
• Key influencer or recommender
• Researcher gathering information
• End user only
• Prefer not to say

Thanks so much — this gives us exactly what we need to prepare for our conversation. We'll use your answers to bring relevant options and pricing to our next meeting; nothing here commits you to anything.