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
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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