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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
Which industry best describes your company?
- Technology & Software
- Financial Services
- Healthcare & Life Sciences
- Retail & E-commerce
- Manufacturing
- Professional Services
- Education
- Government & Public Sector
How many employees work at your company?
- 1-10
- 11-50
- 51-200
- 201-1,000
- 1,001-5,000
- 5,000+
What is your company's approximate annual revenue?
- Under $1M
- $1M-$10M
- $10M-$50M
- $50M-$250M
- $250M-$1B
- Over $1B
- Prefer not to say
Which best describes your role level at your company?
- Individual contributor
- Manager
- Director
- VP
- C-suite / Owner
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
Which region is your company headquartered in?
- North America
- Latin America
- Europe
- Middle East & Africa
- Asia Pacific
- Prefer not to say
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.
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 templateA 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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