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Business Demographics Snapshot Survey

A quick firmographic profile — industry, company size, revenue tier, role level, and purchasing authority — for B2B teams segmenting leads, customers, or survey panels by company type. An AI follow-up interview explores the buying context behind the numbers, like what's prompting an evaluation right now and who else is involved.

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Sample questions

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

9 questions · ~6 min
Q01
Message

Thanks for taking a minute to tell us about your business — this helps us tailor what we show you and route you to the right team. Just a handful of quick questions, about 6 minutes.

Q02
Multiple ChoiceRequired

Which industry best describes your company?

  • Technology & Software
  • Financial Services
  • Healthcare & Life Sciences
  • Retail & E-commerce
  • Manufacturing
  • Professional Services
  • Education
  • Government & Public Sector
Q03
Multiple ChoiceRequired

How many employees work at your company?

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

What is your company's approximate annual revenue?

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

Which best describes your role level at your company?

  • Individual contributor
  • Manager
  • Director
  • VP
  • C-suite / Owner
Q06
Multiple ChoiceRequired

What is your role in purchasing decisions for tools or services like ours?

  • Final decision-maker
  • Key influencer
  • Evaluator or researcher
  • User with no purchasing input
  • Not involved
Q07
Dropdown

Which region is your company headquartered in?

  • North America
  • Latin America
  • Europe
  • Middle East & Africa
  • Asia Pacific
  • Prefer not to say
Q08
AI Interview

Explore the business context behind their purchasing role and company size: what's prompting them to evaluate solutions like this right now, where they are in their budget cycle, and who else needs to sign off before a decision is made. If they said they're not involved in purchasing, find out who does own the decision so follow-up can be routed to the right person.

Q09
Message

That's everything — thanks! We'll use this to make sure you see relevant case studies, pricing, and resources for a company your size.

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

  • Covers the core firmographic fields — industry, company size, revenue tier, role level, and purchasing authority — plus a region dropdown for segmentation
  • Includes an AI follow-up interview that explores the buying context behind the numbers, such as what's prompting an evaluation right now and who else is involved
  • Opens and closes with conversational chat messages that frame the survey and set expectations for follow-up case studies
  • Goes beyond static category selection by probing purchasing role and company size dynamically rather than relying on fixed multiple-choice answers alone

QuestionPro

Business demographics survey template

A ready-to-field template covering standard firmographic fields like industry, size, and revenue. It's a straightforward static form aimed at quick segmentation rather than deeper qualitative context. Good for basic classification but doesn't probe the reasoning behind a respondent's answers.

What it does well

  • Fielding-ready template with common firmographic question types
  • Backed by an established survey platform with broad template library
  • Simple, quick-to-deploy format suited for high-volume distribution

Where it falls short

  • No adaptive follow-up interview to explore purchasing context or motivations
  • No voice AI interview option for richer qualitative capture
  • No published per-response quality scoring or transparent prompt methodology

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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