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📣 Marketing & Lead Gen

Free B2B Channel-Fit Quiz

Score five acquisition channels against your audience, budget and funnel stage — get an AI report ranking where leads actually convert.

5 channels
~10 min
AI PDF Report
AI Consultant
Live Preview

Quick answer

Rate five acquisition channels against your audience, budget and funnel stage, then let the AI report rank where leads actually convert rather than where they merely originate. The ranking assumes your inputs are realistic about current spend and team capacity.

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About this template

Spreading budget evenly across channels feels fair but ignores one truth: different ICPs and funnel stages favor different acquisition routes. This quiz scores organic search, paid ads, content/social, email/nurturing and events/partnerships against five criteria — audience fit, cost efficiency, funnel-stage alignment, sales-cycle speed and scalability — then ranks them in an AI report so you can concentrate spend where pipeline value per dollar is highest.

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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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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this quiz.

1

5-channel comparison grid

Each channel scored on five weighted criteria.

2

AI ranking report

Top channels highlighted with budget-split suggestions.

3

Workshop-ready format

Project side-by-side views for team calibration.

4

QR to AI consultant

Chat trained on B2B channel strategy for deep-dives.

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How It Works

From copy to deliverable in four steps.

1

Copy template

Import form and scoring into your workspace — free.

2

Define your ICP

Note buyer persona, budget range and decision cycle length.

3

Score each channel

Rate five channels on fit, cost, funnel stage, speed and scale.

4

Review ranked report

Open the AI report, see your top channels and plan next quarter's split.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Growth & demand-gen leads

Justify budget reallocation with a structured comparative score.

2

Agency media planners

Align channel strategy with client ICP before the first spend.

3

B2B SaaS founders

Know which one or two channels to double down on before hiring.

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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. Organic search: How well does your ICP's buying journey start with Google queries? (1–5)
  2. Paid ads: Can you target your exact ICP within acceptable CAC? (1–5)
  3. Content / Social: Does your audience engage on platforms you can sustain? (1–5)
  4. Email / Nurturing: Do you have list depth and automation to move mid-funnel? (1–5)
  5. Events / Partnerships: Do co-marketing deals shorten your sales cycle measurably? (1–5)
  6. Which channel has the highest funnel-stage mismatch right now? (open)
  7. What one constraint (budget, headcount, creative) limits your best channel? (open)
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Frequently Asked Questions

Why rank channels instead of just picking the cheapest CPC?
Low CPC means nothing if the channel delivers unqualified traffic. This quiz weights cost against audience fit, funnel-stage match, sales-cycle speed and scalability — so the ranking reflects true pipeline value per dollar.
How does this differ from a marketing maturity assessment?
Maturity audits your entire marketing operation's capability level. Channel-fit scores individual acquisition routes against your specific ICP and funnel — narrower, tactical and actionable within one budget cycle.
Which channels does the quiz cover?
Organic search, paid ads, social/organic content, email/nurturing and events/partnerships — but you can rename or add rows to match your media mix.
Is it free?
Yes. One click copies the form, scoring and AI report into your FormLM workspace — no cost, fully customizable.
Can I run it as a workshop with my team?
Yes. Send the link to each team member before the session, then project the AI report for a side-by-side view and calibration discussion.
Does the AI consultant know B2B specifics?
The QR on each report opens a chat trained on B2B channel strategy, so it can discuss CAC vs LTV trade-offs or sales-aligned nurturing sequences.

Stop guessing which channels to fund

Score, rank, get the AI report — free to start.