Marketing templates

A tracking sheet for marketing and product teams to log each A/B test's details, timeline, and the team responsible for running it.

A form that lets a company collect contact and payment details from new affiliates interested in promoting its products.

PR and marketing agencies use this form to gather contact and business details from companies interested in working with them.

Collect applications from people who want to join your ambassador program, capturing their contact details, referral information, and signed agreement in one place.

Gathers a guest author's headshot, title, and social links to display in the author bio box on their posts.

This form lets organizers collect entries, contact information, and submitted artwork for a bag design contest.

This form lets a department or organization request the design, size, colors, and delivery date for a custom banner for a specific event.

Collects contact details from people who want to subscribe to a newsletter or other mailing list.

A survey aimed at beer drinkers to understand their consumption habits, brand and style preferences, and the factors that most influence their purchase decisions.

Grow your email marketing list during Black Friday season by capturing new subscribers interested in your offers.

A fun quiz that tests how much your customers know about Black Friday's history and traditions while you promote your deals.

Collects an applicant's profile, social media presence, and motivation for representing a brand, making ambassador selection easier.

Formalizes the agreement between a brand and its ambassador, recording acceptance of the terms with a signature.

Helps evaluate and select candidates to represent a brand by capturing their social media presence, availability, and motivation.

Find out how familiar your target audience is with your brand and what they think of your products.

Gather your customers' opinions about your brand and products to spot opportunities for improvement.

Helps designers and agencies understand a business's vision, values, and audience before building its brand identity.

Measure what your customers really think and feel about your brand, in their own words.

Discover what personality traits your customers associate with your brand by rating a series of attributes.

Gather data on how consumers perceive and use your brand to guide marketing decisions.

Collect the essential information from a client at the start of a branding project to align on goals and expectations from day one.

Guides designers and clients through the key questions needed to create a brand or logo aligned with the business's identity.

Find out how your customers perceive your brand compared to competitors, and use the results to sharpen your positioning strategy.

Let clients share their contact details and upload their current logo file so a design project can kick off smoothly.

Collect contact details and responses from customers interested in a business promotion, including how they heard about it and their prior experience with the brand.

Measures how well a political or promotional campaign met audience expectations and surfaces areas for improvement.

A release form where a client grants permission for their company's case study and name to be published for promotional use.

Gather consumer opinions on how celebrity endorsements influence purchasing decisions to inform brand and advertising strategy.

Offer a downloadable checklist in exchange for a visitor's contact details, an easy way to turn website traffic into qualified leads.

A market research survey exploring flavor preferences, purchase habits, and brand perception among chip consumers.

Helps candy brands learn about customer preferences for chocolate types, formats, and favorite brands.

Lets businesses collect and manage interested customers on a waiting list for their holiday giveaway promotion.

A short survey that captures entrant preferences and product feedback ahead of picking a winner for a holiday giveaway.

An onboarding questionnaire that digs into a new client's brand, audience, and goals before the project kicks off.

Captures the business and social media details a new social media management client needs to provide to kick off the service.

Collect first-person accounts of the challenges, decisions, and results a client experienced after going through a program or service.

A market research survey that explores how people discover, choose, and purchase products in a category, uncovering buying habits and satisfaction levels to inform marketing decisions.

Gather demographic and shopping-habit data to understand what drives your customers' purchasing decisions.

Measure how often your customers buy from you, how satisfied they are, and how likely they are to recommend you.

Explore the factors driving your customers' purchasing decisions, from social media influence to available budget.

Collect information on your customers' spending patterns and their experience with your product, from monthly budget to satisfaction level.

Collects applications from influencers and digital creators interested in partnering with your brand.

A lead-capture form that exchanges downloadable resources, like guides or eBooks, for a visitor's contact details. It also offers an easy way to opt into the newsletter.

A form where readers and collaborators can pitch topics, keywords, or artwork concepts for the editorial team to develop. It helps centralize ideas before they get assigned to a writer or designer.

A simple form for collecting files, whether videos, images, or other materials, along with the sender's notes and a signature of confirmation. It keeps content submissions from different contributors in one place.

This form helps freelance copywriters gather the essential information from a new client before starting a content project.

Let beauty brands screen candidates for an ambassador program by collecting contact details, social media reach, and motivation in one application.

Lets customers enter their promo code and contact details to redeem a discount or special offer.

Gathers the text, colors, and images a client wants on their flyer so the designer can produce it without back-and-forth emails.

Lets the sales team log how each lead was acquired, the follow-up actions taken, and the final outcome of the conversion.

Helps retailers and brands understand their customers' demographic profile, buying habits, and satisfaction level.

This template helps teams document each stage of the customer journey, capturing actions, needs, touchpoints, and opportunities for improvement.

Gathers demographic data, buying habits, and preferences from customers to support more targeted marketing campaigns.

Collect testimonials and concrete outcomes from your customers to turn them into success stories that support your brand.

Capture key demographic details about your audience to sharpen targeting for research or marketing initiatives.

Capture all the key details from a new client before kicking off a digital marketing project.

A form for collecting applications and building a talent pool for the digital marketing manager role.

A set of questions to test someone's grasp of digital marketing fundamentals.

A survey that captures how participating companies approach and prefer to run digital marketing.

An embeddable web form that captures sales prospects and routes their details straight to your team for quick follow-up.