Q01
Message
All templates
Market Sizing & Category Spend Survey
Estimates the total addressable spend, current usage, and switching potential for a product or service category — combining budget allocation, price-sensitivity, and prioritization questions with an AI follow-up that reconstructs the real trigger events and decision-makers behind category spend, not just stated intent.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Multiple ChoiceRequired
Which statement best describes your organization's current relationship with (Replace with category, e.g., 'cloud-based expense management software')? (Template note: replace category name throughout before launching.)
- Currently use it
- Used it in the past but stopped
- Actively evaluating options now
- Aware of it, not currently evaluating
- Not aware of it until this survey
Q03
NumberRequired
Approximately how much did your organization spend in total on this category in the last 12 months (in your local currency)? Enter your best estimate.
Q04
Point AllocationRequired
Thinking about that total spend, how is it split across the following approaches? Distribute 100 points based on share of spend.
- In-house or manual process
- (Competitor A)
- (Competitor B)
- Our category of solution
- Other tools or vendors
Allocate 100 points
Q05
Price Sensitivity (Van Westendorp)Required
Now imagine a solution in this category with the features you consider essential.
- At what price would this solution be so cheap you'd question its quality?
- At what price would this solution be a bargain — a great deal for the price?
- At what price would this solution start to seem expensive, though you'd still consider it?
- At what price would this solution be too expensive to consider at all?
Q06
Multiple Choice
Which of the following did you seriously consider or evaluate in the last 12 months? Select all that apply.
- (Competitor A)
- (Competitor B)
- (Competitor C)
- Building it in-house
- None — only considered one option
Q07
Opinion ScaleRequired
How likely is your organization to increase its spending in this category over the next 12 months?
Scale: 1 – 7
Min:Not at all likelyMax:Extremely likely
Q08
Best–Worst Trade-off (MaxDiff)Required
When choosing a solution in this category, which factors matter most and least to your decision?
- Upfront price
- Ease of implementation
- Feature completeness
- Integration with existing tools
- Vendor reputation and stability
- Quality of customer support
- Contract flexibility
Pick best & worst per setBest:Matters mostWorst:Matters least
Q09
AI Interview
Reconstruct the real decision process behind this organization's category spend: what event or pain point triggered their last purchase or evaluation, who holds the budget, and what would need to happen for them to expand spend or switch vendors in the next year. If they said they are 'not aware' of the category, probe what problem they currently use to solve the same need instead.
Q10
Long Text
What is the single biggest barrier stopping you from spending more in this category right now?
Q11
Multiple Choice
What is the approximate size of your organization (by employee count)?
- 1-10
- 11-50
- 51-200
- 201-1,000
- 1,001-5,000
- 5,000+
- Prefer not to say
Q12
Dropdown
Which industry best describes your organization?
- Technology / Software
- Financial Services
- Healthcare
- Retail / E-commerce
- Manufacturing
- Professional Services
- Education
- Government / Public Sector
- Other
- Prefer not to say
Q13
Message
That's everything — thank you! Your responses will be combined with others to estimate category spend and sizing, helping guide product and pricing decisions.
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
- Combines hard budget-allocation data (constant sum across spend categories) with price-sensitivity (Van Westendorp) and prioritization (MaxDiff) in a single instrument, rather than a single question type.
- Includes an AI follow-up interview specifically designed to reconstruct the real trigger events and decision-makers behind category spend — going beyond stated intent to actual causal drivers.
- Captures both quantitative sizing (total spend, split by approach, likelihood to increase) and qualitative barriers (open-ended biggest-barrier question) in the same flow.
- Automated per-response quality scoring and an auto-generated report mean the market-sizing data is analysis-ready rather than requiring manual coding of open-ends.
Jotform
Market Sizing TemplateA static form template for collecting market-sizing inputs, built on Jotform's general-purpose form builder. It's fielding-ready as a basic data-collection form but doesn't appear to include structured pricing or prioritization methodologies like Van Westendorp or MaxDiff. No mention of adaptive follow-up or automated scoring.
What it does well
- Easy to customize and embed via Jotform's drag-and-drop builder
- Broad integration ecosystem (payments, CRMs, notifications)
- Low barrier to quickly spin up a basic sizing form
Where it falls short
- No adaptive AI follow-up questioning — respondents can't be probed further on vague or interesting answers
- No visible price-sensitivity (Van Westendorp) or trade-off (MaxDiff) question types built into the template
- No automated per-response quality scoring or AI-generated analysis report
SurveyMonkey
Market Sizing Survey Template & QuestionsA prewritten question set aimed at market-sizing research, backed by SurveyMonkey's established survey infrastructure and analytics. It's a static questionnaire — respondents answer fixed questions with no dynamic probing, and there's no indication of built-in conjoint-style or price-sensitivity question types in the template itself.
What it does well
- Backed by a mature survey platform with strong panel/distribution options
- Built-in reporting and cross-tab analysis tools
- Large template library for benchmarking against other survey types
Where it falls short
- No adaptive AI interview to dig into the real decision-makers or trigger events behind spend
- No transparent, inspectable AI prompt methodology since there's no AI questioning layer at all
- Static question flow — can't reconstruct causal narratives, only capture stated answers
SurveySparrow
Market Sizing Survey Template | Identify Growth OpportunitiesA conversational-style survey template for market sizing, leveraging SurveySparrow's chat-like UI. It presents questions in a friendlier format than a traditional form, but this is a fixed question sequence, not an AI-driven interview that adapts based on responses.
What it does well
- Conversational, chat-like question presentation improves completion rates
- Mobile-friendly and reasonably quick to deploy
- Part of a broader CX survey suite with automation and workflows
Where it falls short
- Conversational UI is not the same as adaptive AI probing — the question path doesn't change based on individual answers
- No voice AI interview option or guided screen-share tasks
- No automated quality scoring of open-ended responses
Typeform
Market Sizing TemplateA one-question-at-a-time template well suited to a clean respondent experience, consistent with Typeform's design strengths. It's a static, pre-built question flow rather than an AI-moderated interview, and there's no evidence of price-sensitivity or trade-off analysis question types included.
What it does well
- Polished, on-brand respondent experience with strong completion rates
- Simple logic-jump branching for basic personalization
- Easy embedding and sharing across channels
Where it falls short
- Logic jumps are rule-based branching, not true AI-generated adaptive follow-up questions
- No AI interview layer to reconstruct real decision processes or trigger events behind spend
- No published methodology for how any 'smart' logic is applied, and no automated quality scoring
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.