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Market Research

B2B Buyer Next-Year Budget & Purchase Intentions Survey

Captures how B2B buyers expect their procurement budget to move next year — direction, category-level growth or cuts, vendor consolidation plans, and AI spend intent — plus an AI follow-up that surfaces the real business reasons behind the number, not just the number itself. Built for sales, RevOps, and market research teams sizing pipeline and messaging for the year ahead.

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Sample questions

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

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share how your organization is planning next year's budget. Your answers help vendors understand where buyers like you are headed. About 5 minutes, no wrong answers.

Q02
Multiple ChoiceRequired

Compared to this year, how do you expect your organization's total procurement/purchasing budget to change next year?

  • Significant decrease
  • Slight decrease
  • Stay about the same
  • Slight increase
  • Significant increase
  • Not sure yet
Q03
Number

What percentage change do you expect in your total budget next year? Enter a positive or negative number (e.g., -10, 0, 15). Estimate if you don't have an exact figure.

Q04
MatrixRequired

For each spend category, how do you expect your budget to change next year? (Template note: replace the categories below with the spend categories relevant to your market before launching.)

6 rows × 5 columns
  • Software & SaaS licenses
  • Cloud infrastructure & hosting
  • Professional services & consulting
  • Marketing & advertising spend
  • Hardware & equipment
  • +1 more
Columns: Decrease significantly · Decrease slightly · Stay the same · Increase slightly · Increase significantly
Q05
Point Allocation

Now allocate 100 points across these categories to show how you expect next year's total budget to be split. (Template note: swap in your own category list to match the categories above.)

  • Software & SaaS licenses
  • Cloud infrastructure & hosting
  • Professional services & consulting
  • Marketing & advertising spend
  • Hardware & equipment
  • Contract / temporary staffing
Allocate 100 points
Q06
Multiple ChoiceRequired

Which best describes your organization's vendor strategy for the next year?

  • Consolidating to fewer vendors
  • Keeping the current number of vendors
  • Adding new vendors or diversifying suppliers
  • Not sure yet
Q07
Ranking

Rank the factors that will most influence your purchasing decisions next year, from most to least important.

  1. Total cost / price
  2. Security and compliance
  3. Ease of integration with existing systems
  4. Vendor reputation and reliability
  5. AI or automation capabilities
  6. Ease of use and adoption
  7. Quality of support and service
Drag to rank
Q08
Multiple ChoiceRequired

How is your organization's spend on AI tools or AI-enabled vendors changing next year?

  • Significant increase
  • Slight increase
  • No change
  • Decrease
  • We're not currently budgeting for AI
Q09
Opinion ScaleRequired

How likely are you to switch from an incumbent vendor to a new one if it offers stronger AI capabilities at a similar price?

Scale: 1 – 10
Min:Very unlikelyMax:Very likely
Q10
AI Interview

Anchor on the respondent's stated budget direction and consolidation stance. Probe the specific business reasons driving the change (e.g., cost pressure, growth targets, leadership mandate, prior vendor disappointment) and what would need to be true for that plan to change. If they said 'stay the same' or 'not sure yet', push for what's making the budget uncertain right now. Separately, dig into how AI spend fits into the picture: is it new incremental budget, or is it being carved out of an existing category?

Q11
Multiple Choice

Which best describes your organization's size, by number of employees?

  • 1-50
  • 51-250
  • 251-1,000
  • 1,001-5,000
  • 5,000+
  • Prefer not to say
Q12
Multiple Choice

Which best describes your role in purchasing decisions?

  • Final decision-maker / budget owner
  • Strong influencer, not final approver
  • Evaluator / researcher
  • User with limited input
  • Prefer not to say
Q13
Message

That's everything — thank you! Your responses will be aggregated with other buyers to build a picture of next year's budget trends; no individual answers are shared outside our research team.

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 a single budget number with category-level matrix and constant-sum allocation questions, so respondents show exactly where growth or cuts will land
  • Captures vendor consolidation stance, switching likelihood, and AI spend intent in the same flow, giving sales/RevOps a full pipeline-sizing picture, not just a budget delta
  • Includes an AI follow-up interview that anchors on the respondent's stated budget direction and consolidation stance to surface the real business reasons behind the number
  • Adds firmographic and role-based screening (company size, purchasing role) so results can be segmented by buyer seniority and organization size

SurveyMonkey

Budget Form Template

This is a generic budget form template, more oriented toward capturing or requesting budget figures (e.g., for internal planning or events) than surveying B2B buyers about forward-looking procurement intentions. It's a ready-to-field static form, but it lacks the category-level, vendor-strategy, and purchase-driver depth this template is built for. Useful only as a loose reference point given the shared 'budget' keyword.

What it does well

  • Fielding-ready static form usable immediately without setup
  • Simple, familiar SurveyMonkey builder and distribution tools
  • Backed by SurveyMonkey's broad benchmark/normative data

Where it falls short

  • No category-level spend allocation, vendor consolidation, or AI-spend questions specific to B2B procurement
  • Static question set with no adaptive AI follow-up to probe the reasoning behind a stated budget change
  • No transparent, publishable prompt logic or per-response quality scoring

QuestionPro

Purchase Process and Evaluation Survey Template

This template focuses on how buyers evaluate and move through a purchase process, which overlaps with our purchase-driver ranking and vendor-switching questions. It is a fielding-ready static template rather than a forward-looking budget/consolidation forecasting tool, so it's better suited to post-purchase or in-process evaluation than next-year budget planning. It doesn't appear to include category-level budget allocation or AI-spend tracking.

What it does well

  • Structured around the buyer's purchase journey and evaluation criteria
  • Ready to deploy on QuestionPro's survey platform with standard logic/branching
  • Established B2B research template with recognizable methodology

Where it falls short

  • No next-year budget direction, category-level allocation, or vendor-consolidation-specific questions
  • Static multiple-choice/matrix format with no adaptive AI interview to surface underlying business reasons
  • No published, transparent prompt methodology or automated per-response quality scoring

Frequently asked questions

What questions are in the “B2B Buyer Next-Year Budget & Purchase Intentions Survey” template?

The template includes 13 ready-to-use questions, starting with: “Thanks for taking a few minutes to share how your organization is planning next year's budget. Your answers help vendors…” · “Compared to this year, how do you expect your organization's total procurement/purchasing budget to change next year?” · “What percentage change do you expect in your total budget next year? Enter a positive or negative number (e.g., -10, 0,…”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 13 questions in about 7 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

Ready to launch?

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

Use this templateStart free

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