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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
What type of business are you?
- Independent retail store
- Chain retailer
- Online retailer / e-commerce
- Distributor or wholesaler
- Other
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.)
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
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
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
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
How important is flexibility on minimum order quantity to your decision to work with us?
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?
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.
What's your company name and website (if applicable)?
What's the best email address for our wholesale team to follow up with pricing and next steps?
What's your role at the company?
- Owner / Founder
- Buyer / Merchandiser
- Operations / Purchasing
- Other
- Prefer not to say
How many employees does your company have?
- 1-10
- 11-50
- 51-200
- 201+
- Prefer not to say
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 TemplateA 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 BusinessA 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
Frequently asked questions
What questions are in the “Wholesale Partnership Inquiry Qualification Survey” template?
The template includes 15 ready-to-use questions, starting with: “Thanks for your interest in becoming a wholesale partner! This short form (about 8 minutes) helps us understand your bus…” · “What type of business are you?” · “Which of our products or product lines are you interested in ordering wholesale? (Template note: mention your current ca…”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 15 questions in about 8 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.
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