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Wholesale Partnership Inquiry Qualification Survey

Captures a potential wholesale buyer's business profile, product interest, order volume, and price expectations, so sales teams can prioritize real opportunities. An AI follow-up interview digs into their actual sourcing situation and what it would take to convert the inquiry into a first order.

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Sample questions

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

15 questions · ~8 min
Q01
Message

Thanks for your interest in becoming a wholesale partner! This short form (about 8 minutes) helps us understand your business and what you're looking for so we can follow up with the right pricing and terms.

Q02
Multiple ChoiceRequired

What type of business are you?

  • Independent retail store
  • Chain retailer
  • Online retailer / e-commerce
  • Distributor or wholesaler
  • Other
Q03
Short TextRequired

Which of our products or product lines are you interested in ordering wholesale? (Template note: mention your current catalog so respondents can reference specific items.)

Q04
Multiple Choice

How many retail locations or storefronts does your business currently operate?

  • Single retail location
  • 2-10 retail locations
  • 11-50 retail locations
  • 50+ retail locations
  • Online only, no physical locations
Q05
Multiple ChoiceRequired

What's your estimated order volume for a typical first order? (Template note: replace these tiers with ranges that match your product's typical order size.)

  • Under 50 units
  • 50-200 units
  • 201-1,000 units
  • Over 1,000 units
  • Not sure yet
Q06
Multiple ChoiceRequired

How soon are you looking to place your first wholesale order?

  • Immediately, within 2 weeks
  • Within 1 month
  • Within 1-3 months
  • Just exploring options, no firm timeline
Q07
Multiple Choice

Do you currently carry a similar product from another supplier?

  • Yes, from a current supplier
  • No, this would be a new category for us
  • We're actively switching away from an existing supplier
  • Not sure yet
Q08
Opinion Scale

How important is flexibility on minimum order quantity to your decision to work with us?

Scale: 1 – 7
Min:Not important at allMax:Extremely important
Q09
Price Sensitivity (Van Westendorp)

A few quick questions about wholesale pricing for (Replace with product name). (Template note: swap in your actual product name before launching.)

  • At what wholesale price per unit would (Replace with product name) be so inexpensive that you'd question its quality?
  • At what wholesale price per unit would (Replace with product name) be a bargain — a great deal for the quality?
  • At what wholesale price per unit would (Replace with product name) be getting expensive, though you'd still consider ordering it?
  • At what wholesale price per unit would (Replace with product name) be too expensive for you to order?
Q10
AI InterviewRequired

Explore the respondent's actual sourcing situation and decision process: if they currently carry a similar product, find out what's working or falling short with that supplier and what would prompt a switch. Anchor on their stated order volume and timeline, and probe what internal approval, budget, or minimum-order-quantity terms would need to align for them to place a real first order. If they said they're 'just exploring,' identify the specific information — samples, pricing tiers, lead times — that would move them toward a decision.

Q11
Short TextRequired

What's your company name and website (if applicable)?

Q12
EmailRequired

What's the best email address for our wholesale team to follow up with pricing and next steps?

Q13
Multiple Choice

What's your role at the company?

  • Owner / Founder
  • Buyer / Merchandiser
  • Operations / Purchasing
  • Other
  • Prefer not to say
Q14
Multiple Choice

How many employees does your company have?

  • 1-10
  • 11-50
  • 51-200
  • 201+
  • Prefer not to say
Q15
Message

Thanks for telling us about your business! A member of our wholesale team will review your answers and reach out with pricing, minimum order details, and next steps.

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

  • Captures a full wholesale buyer profile in one flow — business type, product interest, number of retail locations, estimated order volume, timeline, and whether they already carry a similar product from another supplier — so sales can prioritize real opportunities at a glance.
  • Includes a Van Westendorp pricing question set to surface actual price expectations and sensitivity, not just a single 'what's your budget' field.
  • Goes beyond the static form with an AI follow-up interview that explores the respondent's actual sourcing situation and what it would take to convert the inquiry into a first order — something a fixed question list can't do.
  • Closes the loop by collecting company name/website, role, employee count, and a follow-up email, with a clear chat message confirming next steps for the wholesale team.

Jotform

Wholesale Inquiry Form Template

A fielding-ready static form for capturing wholesale inquiries, built on Jotform's drag-and-drop form builder. It's likely a straightforward fixed-field form (business details, product interest) rather than an adaptive interview, and like most Jotform templates it's easy to customize and deploy quickly.

What it does well

  • Easy to customize via Jotform's drag-and-drop builder
  • Backed by a large template library and integration ecosystem
  • Quick to deploy for basic wholesale lead capture

Where it falls short

  • Static question set with no adaptive AI follow-up to probe sourcing situation or order intent
  • No automated per-response quality scoring to help prioritize leads
  • No published prompt-level methodology or transparency into how responses are evaluated

SurveySparrow

Wholesale Inquiry Survey Template for Business

A conversational, one-question-at-a-time wholesale inquiry survey built on SurveySparrow's chat-style survey format. It's a ready-to-field template that likely reads more naturally than a traditional form, but it's still a fixed question sequence rather than a true adaptive interview.

What it does well

  • Conversational, chat-style UI that can feel more natural than a static form
  • Part of a broader business survey template library
  • Likely mobile-friendly given SurveySparrow's conversational format focus

Where it falls short

  • No adaptive AI follow-up interview or voice AI option to dig into actual sourcing situation
  • No automated per-response quality scoring to help sales prioritize inquiries
  • No transparent, published prompt methodology behind the questions

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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