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Business Demographics & Firmographic Profile Survey

Captures core firmographic data — industry, company size, revenue band, business model, and buyer role — so sales and revenue teams can segment accounts and qualify leads accurately. An AI follow-up interview digs into who actually controls budget and how the purchasing decision gets made, beyond the title on someone's business card.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Thanks for taking a moment to tell us about your organization! This helps us understand who we're working with and tailor what we offer. About 7 minutes.

Q02
Multiple ChoiceRequired

Which industry best describes your organization?

  • Technology / Software
  • Financial Services
  • Healthcare
  • Retail / E-commerce
  • Manufacturing
  • Professional Services
  • Education
  • Government / Public Sector
  • Nonprofit
Q03
Multiple ChoiceRequired

How many employees work at your organization?

  • 1-10
  • 11-50
  • 51-200
  • 201-1,000
  • 1,001-5,000
  • More than 5,000
Q04
Multiple Choice

What is your organization's approximate annual revenue?

  • Under $1M
  • $1M-$10M
  • $10M-$50M
  • $50M-$250M
  • $250M-$1B
  • Over $1B
  • Prefer not to say
Q05
DropdownRequired

Which best describes your organization's primary business model?

  • B2B (sells mainly to businesses)
  • B2C (sells mainly to consumers)
  • B2B2C (sells through business partners to consumers)
  • Government / Public sector
  • Nonprofit / NGO
Q06
Multiple ChoiceRequired

Which best describes your organization's current growth stage?

  • Early-stage startup
  • Growth-stage / scaling
  • Established / mature
  • Enterprise / market leader
Q07
Multiple ChoiceRequired

Which department or function do you primarily work in?

  • Executive / General Management
  • Sales
  • Marketing
  • IT / Engineering
  • Finance / Procurement
  • Operations
  • Human Resources
  • Customer Success / Support
Q08
Multiple ChoiceRequired

Which best describes your role in purchasing decisions for tools like ours?

  • Final decision-maker
  • Strong influence, but not final say
  • Evaluate options and recommend
  • User only, no purchasing input
Q09
Multiple Choice

Besides yourself, who else is typically involved in approving a purchase like this?

  • Direct manager
  • Finance / procurement team
  • IT / security team
  • Executive leadership (C-suite)
  • Legal
  • No one else — I decide alone
Q10
Multiple Choice

Where is your organization primarily headquartered?

  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East / Africa
  • Prefer not to say
Q11
AI Interview

Probe the real dynamics behind the respondent's stated purchasing role: who actually signs off on budget, how long approval typically takes, and what would stall or accelerate a decision at their organization. If they said they decide alone, verify by asking who would need to be informed even if not formally approving. If they named finance, IT, or legal as involved, ask what specifically those teams check for.

Q12
Message

That's everything — thank you! Your answers help us route you to relevant resources and make sure what we offer actually fits organizations like yours.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Goes beyond checkbox firmographics (industry, employee count, revenue band, business model, growth stage) with an AI follow-up interview that probes who actually controls budget and how the purchase decision really gets made.
  • Captures buyer-role and purchase-committee questions directly (who else is involved in approving a purchase) so sales teams get real qualification signal, not just a title.
  • Automated per-response quality scoring and an auto-generated report mean firmographic and purchasing-dynamics data arrive analysis-ready instead of raw dropdown tallies.
  • Transparent prompts let teams see exactly what the AI asked and why, so segmentation and lead-routing decisions are auditable.

QuestionPro

Business demographics survey template

This is a directly comparable, fielding-ready template covering standard firmographic fields like industry and company size. It's a static questionnaire, so every respondent sees the same fixed question set regardless of their answers. It's built for broad demographic capture rather than deep purchasing-dynamics investigation.

What it does well

  • Purpose-built firmographic template from an established survey platform
  • Likely quick to deploy for basic segmentation needs
  • Backed by QuestionPro's broader survey distribution and panel tools

Where it falls short

  • No adaptive follow-up questioning — cannot dig into who actually controls budget beyond a fixed role dropdown
  • No stated methodology transparency (respondents can't see why a question was asked)
  • No per-response quality scoring or automated qualitative report generation

Jotform

Accounting Firms Client Profile Form Template

This is a client intake form built specifically for accounting firms to profile their clients, not a general-purpose firmographic segmentation survey. It captures some business details but is scoped to accounting engagement needs rather than sales qualification across industries. Useful as a form-builder reference, but not a like-for-like competitor for buyer-role or purchase-committee research.

What it does well

  • Easy drag-and-drop customization typical of Jotform forms
  • Pre-built for a specific vertical (accounting), so fields are tailored to that workflow
  • Simple to embed and collect client info quickly

Where it falls short

  • Static form fields only — no adaptive probing into purchasing dynamics or budget control
  • Not designed for cross-industry firmographic segmentation or lead qualification
  • No automated scoring or AI-generated analysis of responses

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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