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142 templates

Market Research Form

Marketing
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Marketing

Market Research Form

Run an in-depth interview with your ideal client about who they are, their goals, the obstacles they face and what they would expect from a program. Made for coaches and course creators shaping offers around their audience.

What's included

  • What is your age, gender, location, occupation, household income and marital status?
  • Where do you spend the most time on social media?
  • Do you follow any industry leaders, influencers, celebrities or brands for advice on this topic (fitness, relationships, etc.)?
  • How would you describe your personality in 5 words? How would your friends describe you?
  • What does a typical day in your life look like?
  • What are your goals regarding this topic (life, health, business, career, relationships, family)?
  • What has your journey with this problem or obstacle been like? Pick one from the previous questions
  • What have you tried in the past to solve it? Have you invested in any solutions, and if so, which ones?
  • +13 more

1 page · 21 fields

Market Research Survey

Marketing
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Marketing

Market Research Survey

Learn who your customers are and how they shop for sportswear, from how often they use it to their reasons, channels and the features they value most. Useful for brands and retailers fine-tuning products and campaigns.

What's included

  • What is your gender?
  • What is your age range?
  • What is your marital status?
  • What is your annual income range?
  • What is your employment status?
  • What is the highest level of education you have completed?
  • How often do you exercise?
  • How often do you use sportswear?
  • +15 more

1 page · 23 fields

Market Sizing Template

Marketing
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Marketing

Market Sizing Template

Ask consumers how often they buy in the category, where they shop and what they think of the product and its price, alongside demographics. Helps you gauge revenue potential before moving into a new market.

What's included

  • How often do you use this product category?
  • Do you buy different amounts at different times of the year?
  • Where do you usually buy the product?
  • How well do current products on the market meet your needs?
  • What is your first reaction to this product?
  • How innovative is this product?
  • What do you think about the product's price?
  • Does the price change at different times of the year?
  • +7 more

1 page · 15 fields

Marketing Agents Registration Form

Marketing
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Marketing

Marketing Agents Registration Form

Collect contact and agency details from people who want to represent your products as marketing agents, plus the products they are interested in. Useful for companies building out an agent or reseller network.

What's included

  • Name
  • Email
  • Company / agency name
  • Phone number
  • Which products are you interested in?
  • Upload file

1 page · 6 fields

Marketing and PR Request

Marketing
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Marketing

Marketing and PR Request

Receive press coverage, article and media placement requests in one place. Capture the contact, outlet, piece type, languages and target date so your communications team can prioritize each one.

What's included

  • Contact name
  • Email
  • Title
  • Publication or outlet
  • Feature on website?
  • Request type
  • Language
  • Publication date

1 page · 8 fields

Marketing Collateral Request

Marketing
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Marketing

Marketing Collateral Request

Lets departments order brochures, presentations and other marketing pieces with every detail the team needs. It gathers the piece type, audience, purpose, preferred vendors and approval signatures.

What's included

  • Your name
  • Department
  • Collateral type
  • Activity or project date
  • Project description
  • Target audience
  • Purpose
  • Vendor preferences
  • +3 more

1 page · 11 fields

Marketing Consent Form

Marketing
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Marketing

Marketing Consent Form

Get explicit permission from customers before sending them promotions or calling them. Record their contact details, the channels they accept and a dated signature as compliance evidence.

What's included

  • Name
  • Email
  • Phone number
  • Date of birth
  • I would like to receive marketing communications via:
  • Consent statement
  • Date
  • Name
  • +1 more

1 page · 9 fields

Marketing Consultation Application

Marketing
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Marketing

Marketing Consultation Application

Screen the businesses that want to work with you before booking a call. Ask about their ideal customer, competitors, current revenue, growth goals and readiness to invest.

What's included

  • Introduction
  • Business name
  • First and last name
  • Best phone number to reach you
  • Email
  • Website
  • How did you find us?
  • Briefly describe your ideal customer and how you serve them
  • +11 more

1 page · 19 fields

Marketing Contest Entry

Marketing
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Marketing

Marketing Contest Entry

Collect entries for your marketing contest along with participant details and their files. Each entrant picks the categories they compete in and attaches their work for the judges.

What's included

  • Name
  • Company name
  • Email
  • Phone number
  • Categories you are competing in:
  • Website or Facebook page
  • Front of document
  • Back of document
  • +2 more

1 page · 10 fields

Marketing Professional Application

Marketing
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Marketing

Marketing Professional Application

Receive applications from people who want to join your marketing network or start a business with you. Ask about their motivation, employment status, background and available time, plus their contact details.

What's included

  • If this opportunity is right for you, what would be your main reason for starting?
  • Are you currently employed?
  • Have you been self-employed?
  • Current and past employment
  • Tell us about yourself: age, education, background and how many hours you would commit to your business, part or full time
  • Full name
  • Address
  • Email
  • +3 more

1 page · 11 fields

Marketing Program Onboarding

Marketing
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Marketing

Marketing Program Onboarding

Gather everything your agency needs to kick off with a new client, step by step. It covers primary and secondary contacts, logo, team access, keywords, competitors, Google Business details, hours, photos, social access and a signature.

What's included

  • Company name:
  • Main contact first name:
  • Main contact last name:
  • Main contact email:
  • Main contact phone:
  • Company name (secondary contact):
  • Secondary contact first name:
  • Secondary contact last name:
  • +28 more

12 pages · 36 fields

Marketing Request Form

Marketing
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Marketing

Marketing Request Form

Centralize internal campaign requests so the marketing team gets a complete brief from day one. It captures goals, audience, key messages, dates, channels, design needs, budget and success metrics.

What's included

  • Name
  • Department
  • Email
  • Phone number
  • Project name or title:
  • Project description or overview:
  • Target audience:
  • Key messages:
  • +12 more

1 page · 20 fields

Marketing Task Details

Marketing
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Marketing

Marketing Task Details

Log each marketing task with its quarter, dates, cost and owners. Useful for teams that plan work by period and need to know who is handling what.

What's included

  • Which quarter of the year?
  • Task
  • Start date
  • Estimated end date
  • Cost
  • Responsible team members

1 page · 6 fields

Media Consumption Survey

Marketing
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Marketing

Media Consumption Survey

Learn which media your audience uses, why they use each one and how much attention they pay to its advertising. It also asks about the TV channels, shows, radio stations, magazines and newspapers they follow regularly.

What's included

  • Gender
  • Age
  • Which of the following media do you consume the most day to day?
  • Select the most common reason you use each of the following
  • Select how likely you are to pay attention to advertising in each of the following
  • In which language(s) would you be most comfortable viewing an advertisement?
  • How often do you play online games?
  • TV channels you watch regularly
  • +4 more

1 page · 12 fields

Media Request Form

Marketing
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Marketing

Media Request Form

Centralize requests for photos, video, graphics and other assets coming from colleagues or the press. Requesters describe what they need, when they need it and how they would like it delivered.

What's included

  • Full Name
  • Email
  • Phone Number
  • Company
  • Department
  • Media Type
  • Media Description
  • Date Needed
  • +2 more

1 page · 10 fields

Medical Practice Marketing Plan

Marketing
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Marketing

Medical Practice Marketing Plan

Organize your clinic's or practice's marketing strategy in one place. It includes a SWOT analysis, key metrics, target market, objectives, a budget by channel and goals for social media and public relations.

What's included

  • Additional notes on the SWOT analysis
  • Key Performance Indicators
  • Target Market
  • Marketing Strategy and Objectives
  • Financial Requirements

1 page · 5 fields

Mobile Phone Survey

Marketing
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Marketing

Mobile Phone Survey

Learn what customers think of the phone they own, from how long they have used it to performance, buying experience and wished-for changes. Useful for brands, retailers and market researchers.

What's included

  • Customer name
  • Address
  • Contact number
  • Email
  • Your product feedback
  • How long have you used this product, and why did you choose it?
  • How do our products compare with competitors?
  • Are you happy with the product's performance? Tell us more
  • +4 more

1 page · 12 fields

Mother's Day Giveaway

Marketing
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Marketing

Mother's Day Giveaway

Invite your community to nominate a special mom by sharing why she deserves the prize and uploading her photo. A simple way for businesses and brands to spark engagement around the holiday.

What's included

  • Nominated mom's name
  • Why are you nominating her?
  • Photo of the nominated mom
  • Your name
  • Your email address
  • Your phone number
  • Mailing address

1 page · 7 fields

Mother's Day Raffle

Marketing
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Marketing

Mother's Day Raffle

Sign up entrants for your Mother's Day raffle with just their name, phone and email. Great for shops, schools or organizations that want to draw prizes and reach the winners.

What's included

  • Name
  • Phone number
  • Email

1 page · 3 fields

Pre-Group Research Homework Questionnaire

Marketing
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Marketing

Pre-Group Research Homework Questionnaire

Sent to recruited participants ahead of a focus group so they arrive having reflected on the topic. It captures their outlook on health and wellbeing, everyday eating habits, views on protein and yoghurt, and a three-day diary that moderators use to sharpen the discussion guide.

What's included

  • Please tell us your full name
  • Please tell us your email address
  • Imagine a TV reporter stops you in the street to ask about attitudes to health and wellbeing. How would you describe your own philosophy on the subject?
  • Tell us how you put that approach into practice from day to day and week to week
  • Tell us more about what that means from a fitness point of view
  • Tell us more about what that means from a food and diet point of view
  • Tell us what eating healthily means to you
  • When eating healthily, which foods do you try to eat more of? And less of?
  • +16 more

1 page · 24 fields

Sales Lead Log

Marketing
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Marketing

Sales Lead Log

Sales reps log each prospect with contact details, whether a meeting was booked and what the prospect wants to see. A slider estimates the odds of closing so follow-ups can be prioritized.

What's included

  • Company name
  • Contact name
  • Contact email
  • Phone number
  • Meeting?
  • Meeting date
  • Meeting address
  • Wants to see
  • +2 more

1 page · 10 fields

Social Media Usage Survey

Marketing
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Marketing

Social Media Usage Survey

Find out which social apps your audience prefers and, more importantly, the reasons behind the choice. A multiple-choice list of platforms is paired with an open question that surfaces the real motivation. Handy for marketing teams, research students and creators planning where to publish.

What's included

  • Full name
  • Email
  • Which of these social media apps are your favourites?
  • And why?

1 page · 4 fields

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