Scored diagnostics, lead-capture intake forms, registration forms and customer research surveys for marketers, agencies and consultants — with AI reports where scoring matters. Copy one, customize it and run it today.
← All templatesStatic marketing forms collect rows; these templates collect decisions. The eighteen scored templates — maturity, marketing mix (7P), funnel leaks, channel fit, SEO, content, email health, landing-page conversion, brand equity, personas, lead quality and more — turn each response into a personalised AI PDF report with dimension scores, a prioritised fix list and a QR code into an AI consultant chat. The rest handle the operational side: campaign briefs and project intake that pre-scope a deal, gated downloads and trials that qualify before sales calls, webinar and event registration that arrives pre-segmented, and surveys that show where demand actually came from.
Browse by job below. If results are flat, start with the diagnostics; if pipeline is the problem, start with intake and qualification; if you cannot explain your numbers, start with the research set.
Popular starting points: Webinar registration, lead quality assessment and customer persona survey — scored templates auto-generate an AI report; forms and sign-ups copy free and every field stays editable.
Find what is actually limiting growth — each one auto-scores responses and returns a prioritised AI report you can hand to a client or a board.
Rate your team across channels, content, data and conversion — an AI report pinpoints where marketing investment moves the needle next.
View template →Score product, price, place, promotion, people, process and physical evidence on one page — the AI report names which P is capping growth before you spend more.
View template →Score drop-off at awareness, interest, consideration and purchase — the AI report maps leaks to specific funnel stages with fixes.
View template →Score five acquisition channels against your audience, budget and funnel stage — get an AI report ranking where leads actually convert.
View template →Grade technical SEO, content depth, backlinks and SERP visibility — an AI roadmap sequences fixes by impact and effort for agencies.
View template →Audit your content operation across five pillars — the AI report highlights gaps, prioritizes topics and recommends a publishing cadence.
View template →Score list hygiene, deliverability, engagement, automation, content and attribution — the AI report shows if it is your list, the inbox or the offer.
View template →Grade message match, above-the-fold clarity, offer, proof, form friction and speed — the AI report ranks fixes by expected conversion lift rather than opinion.
View template →Rate every growth lever on impact, confidence and ease — the AI report returns an ICE-ranked roadmap, the two levers to fund now and the ones to stop debating.
View template →Score salience, perceived quality, associations, differentiation and loyalty — the AI report shows which pillar is quietly costing you pricing power.
View template →Track unaided and aided brand recall, first-touch channels and attribute associations — get an AI awareness report showing share-of-voice gaps and budget hints.
View template →Score how well your agency's services align with a prospect's brand across tone, channels and audience — get an AI match report with onboarding recommendations.
View template →Map demographics, pains, goals and touchpoints into distinct buyer personas — an AI report recommends channels for each segment.
View template →Score prospects on intent, budget authority and timeline — the AI report sorts leads into hot, warm and nurture tiers automatically.
View template →Score inbound lead quality by source, ICP fit and intent, then compare the marketing and sales views — an AI report shows which channels really build pipeline.
View template →Rate yourself across eight marketing competencies with an evidence check — the AI report separates real gaps from imposter syndrome and returns a 90-day plan.
View template →Score a prospective client on expectations, decision quality, collaboration and payment risk — the AI report returns pursue, terms or decline.
View template →A 30-question marketing exam graded out of 100 across positioning, channels, analytics and budgeting — 90+ issues a named certificate, with an AI review report.
View template →Replace "tell us more" emails with structured briefs — scope, budget, timeline and authority captured before anyone books a call.
Let brands submit campaign goals, budget, timeline and channels before the first call — agencies walk in pre-qualified, not discovery-cold.
View template →Get goals, audience, budget and success metrics before any proposal or kickoff — the intake form that turns vague enquiries into scoped projects.
View template →Capture spend range, allocated channels, KPIs and success thresholds before planning — a media budget intake that ends guesswork in the first strategy meeting.
View template →The prospect picks a tier and ticks the add-ons they want — an order-builder form that returns a complete scope summary before you write the proposal.
View template →Six quick questions — team size, channels, goal, budget band — return a recommended service tier, so sales quotes the right package before discovery.
View template →Capture scope, budget range and timeline from inbound prospects — a structured intake form agencies use to filter quote requests before proposal time.
View template →Gate a report, guide or dataset behind a short form — capture role, interest and business context so every download becomes a qualified lead.
View template →Capture team size, use case and activation intent from self-serve prospects — a structured trial form that filters signups before sales spends time.
View template →Let prospects pick a slot and flag features they care about — a structured booking form that turns calendar invites into prepared sales calls.
View template →Collect logo files, palette, fonts, voice examples and do/don't rules in one upload — the intake that stops 'lost files' onboarding delays.
View template →Collect account access, existing assets, brand rules and internal processes from a new client — a structured handover that ends the file-hunting delay.
View template →One intake queue for internal marketing asks — request type, deadline, audience, assets, budget and approver — so briefs arrive complete.
View template →Capture spend, attributed revenue, baseline and soft costs in one pass so ROMI, payback period and cost per acquisition can be calculated honestly.
View template →Webinars, events, newsletters, waitlists, influencer and partner programmes — capture the audience with the qualification data attached.
Register attendees, pre-screen their questions and capture firmographics so the host knows who is listening and which leads are hot.
View template →Capture attendee details on a dedicated event landing page — session picks, dietary needs, ticket type and marketing opt-in in one clean RSVP flow.
View template →Capture subscribers with topic interests and content-format preferences — an interest-tagged signup form that lets you send fewer, more relevant issues.
View template →Collect signups before launch — capture priority tier, referral source and use case to sequence invitations instead of first-come chaos.
View template →Collect creator profiles, audience demographics, content style and rate expectations in one sign-up — a rankable shortlist instead of DM chaos.
View template →Recruit resellers and affiliates with a structured sign-up capturing company size, vertical, territory and revenue model — so partners rank by fit.
View template →Enrol customers in a review campaign with order context, platform preference and consent — G2, Trustpilot or Google reviews on schedule.
View template →Scan and check attendees on-site in about ten seconds — capture arrival time, badge data and session interests to measure real turnout, not registration counts.
View template →Collect customer photos, videos and reviews with usage-rights consent in one submission — a content library you can legally repurpose.
View template →Ask the market instead of guessing — attribution, positioning, creative testing, persona building and client feedback, all measured on the same basis each time.
Ask customers how they found you and what convinced them — a short attribution survey that recovers the touches your analytics dashboard never sees.
View template →Send a win/loss survey to closed deals — capture competitors compared, tie-breaker reasons and the one thing that would have flipped the decision.
View template →Post-test a specific ad before scaling — measure recall, message clarity, brand linkage and action intent, so you fix creative before budget spikes.
View template →Capture role, firmographics, job-to-be-done, triggers, channel habits and objections — personas built from real buyers, not workshop guesses.
View template →Collect pains, wants and current workarounds from your target market before you write copy — positioning grounded in what buyers actually say.
View template →Score promoters, passives and detractors on a 0–10 brand recommend scale — one question plus a 'why' verbatim that turns a number into a plan.
View template →Six questions on one finished engagement — satisfaction, recommend score, what worked, what to fix and whether they would return. Two minutes, high completion.
View template →Rate strategy, execution, reporting and communication on every engagement — a service survey agencies use to catch churn signals before renewal.
View template →Send within 48h while memory is fresh — capture session ratings, takeaway clarity, next-step intent and lead-quality signals for a hot sales handoff.
View template →Capture the quote, the approved result and a granular permission grant — name, logo, channel and editing rights — so social proof can be published safely.
View template →Marketing teams frequently reuse these neighbouring templates — deeper audits and general-purpose capture forms.
Diagnose digital gaps across SEO, content, social, paid ads and analytics; the AI report returns a maturity stage and quick-wins roadmap.
View template →Score technical, content, authority, mobile and conversion health, then get a competitor gap analysis and 90-day content roadmap.
View template →Assess B2B account health across usage, relationship, ROI, support and renewal risk, with an intervention playbook for at-risk accounts.
View template →Collect qualified leads with company details, industry, buying intent and timeline in ten customizable fields.
View template →How to turn assessment results into leads, benchmarks and reports — the practice behind these templates, in plain steps.
Read the guides →Likert scale builder, radar chart, grade curve and 360 question generators — run in the browser, no sign-up required.
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