Q01
Message
All templates
Buyer Intake & Needs Assessment Survey
A pre-conversation intake survey for sales, real estate, and consultative teams to capture a prospective buyer's needs, timeline, budget, and decision-making process before the first meeting. The AI follow-up digs into whichever decision factor matters most to that buyer and surfaces the deal-breakers a form alone would miss.
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 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
Q03
Multiple ChoiceRequired
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
Q04
Multiple ChoiceRequired
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
Q05
Multiple Choice
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)
Q06
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Matters mostWorst:Matters least
Q07
Opinion ScaleRequired
How well do the options you've looked at so far meet your needs?
Scale: 1 – 5
Min:Not well at allMax:Extremely well
Q08
Long Text
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.
Q09
AI Interview
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.
Q10
Multiple Choice
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
Q11
Multiple Choice
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
Q12
Multiple Choice
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
Q13
Message
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.
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 static fields by using an AI follow-up interview that digs into whichever decision factor (price, timeline, competing options, stakeholders) matters most to that specific buyer.
- Includes a max-diff trade-off exercise plus an opinion-scale and long-text question specifically designed to surface deal-breakers before the first sales or listing conversation.
- Captures budget, timeline, decision-makers, org/industry context, and role — giving reps a full pre-meeting picture, not just contact info.
- Opens and closes with plain-language chat messages so it feels like a conversation, not a form, which tends to improve completion and honesty on sensitive budget questions.
Jotform
Buyer Intake Form TemplateA standard fillable buyer intake form covering basic contact and requirement fields, built on Jotform's drag-and-drop form builder. It's a fielding-ready static form rather than an interview experience, so it's easy to customize but won't adapt to individual answers. Good for simple intake, less suited to uncovering nuanced deal-breakers.
What it does well
- Easy to customize via Jotform's widely-used form builder
- Fielding-ready template with standard buyer fields
- Likely integrates with Jotform's broader form/e-sign ecosystem
Where it falls short
- Static form fields only — no adaptive follow-up questioning based on a buyer's specific answers
- No mechanism to automatically probe the buyer's top-priority decision factor
- No automated per-response quality scoring or AI-generated report
SurveySparrow
Buyer Intake Form Template | For real estate firms and agentsA conversational-style form template aimed specifically at real estate firms and agents collecting buyer requirements. It offers a friendlier one-question-at-a-time UI than a plain form, but the flow is still fixed and scripted rather than adaptive. Best suited to real estate use cases specifically, less generic than a cross-industry buyer intake tool.
What it does well
- Conversational one-at-a-time question format
- Purpose-built for real estate buyer intake
- Fielding-ready out of the box for agents
Where it falls short
- No adaptive AI follow-up — every respondent sees the same fixed question sequence regardless of answers
- No voice AI interview option or guided screen-share task capability
- No transparent, inspectable AI prompts or automated quality scoring
SurveyMonkey
Buyer Persona Survey TemplateThis template is oriented toward building generalized buyer personas for marketing research rather than intake for an upcoming sales or real estate meeting — it's adjacent, not a direct match for pre-conversation deal prep. It's a static, fielding-ready survey with SurveyMonkey's standard question types and analytics. Useful for broad market segmentation, not for surfacing a specific buyer's deal-breakers before a first meeting.
What it does well
- Backed by SurveyMonkey's established survey analytics and benchmarking tools
- Fielding-ready template with standard question types
- Familiar, well-tested survey-taking experience for respondents
Where it falls short
- Designed for persona/market research, not individual pre-meeting buyer intake
- No adaptive AI interviewing to chase down a specific buyer's top decision factor
- No automated report generation tailored to a single upcoming sales conversation
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.