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Free Budget and Package Match Assessment Template

Match a client's budget to the right package: answer a few questions and get an auto-scored recommendation delivered as a personalized AI report.

5 dimensions
~10 min
AI PDF Report
Live Preview

Quick answer

Match a client's budget to the right package: answer a few questions and get an auto-scored recommendation delivered as a personalized AI report.

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About this template

This Budget and Package Match Assessment helps clients find the right offering for their budget. Answering a handful of Likert-style questions, it auto-scores fit across packages and returns a personalized, printable AI report with a recommendation, turning price shopping into a guided, confidence-building decision for photographers and studios.

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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Budget band questions

2

Package feature ranking

3

Weighted fit score

4

Auto-scored AI recommendation

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the form and its scoring, report and branding settings into your FormLM workspace — free.

2

Set up Budget band questions

Tune Budget band questions, Package feature ranking and Weighted fit score so the template reflects how studios selling tiered packages actually works.

3

Share and collect

Send the link or QR; every response is captured automatically.

4

Work the AI report

Open the personalized AI PDF, act on the Budget band questions ranking top-down and archive the low-fit responses.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Studios selling tiered packages

Turn "which package?" questions into a scored recommendation you can send back.

2

Booking coordinators

Score every enquiry against real budget and needs before you quote.

3

Independent photographers

Match clients to a package tier without awkward money conversations.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. How important is turnaround speed to you? (1-5)
  2. How would you rate your budget flexibility? (1-5)
  3. How much do you value premium retouching? (1-5)
  4. Which package features matter most to you? (open)
  5. How familiar are you with professional photo services? (1-5)
  6. What is your primary use for the images? (open)
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Frequently Asked Questions

What is the Budget and Package Match Assessment template?
A free budget and package match assessment centred on budget band questions — Budget and Package Match Assessment helps clients find the right offering for their budget.
Who is it for?
Built for studios selling tiered packages, booking coordinators and independent photographers who need a repeatable way to run budget and package match assessment.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
Does it generate a report?
Yes. On completion it auto-scores responses and generates a personalized, printable AI PDF report.
How many responses can I collect?
There is no per-template limit on responses — collect as many as you need and review results in one place.
Is the AI report editable?
Yes. The report is generated from responses; you can adjust its content and branding before sharing.
Why teams choose FormLM?
Unlike a static form, every FormLM template can carry weighted scoring and generate a personalized, printable AI report with a QR code into an AI consultant chat — so a single response becomes a deliverable you can stand behind.

Use the Budget and Package Match Assessment today

Copy it into your workspace, customize, and share — free to start.