Free Marketing Package Finder Quiz
Six qualifying questions — team size, channels managed, next-quarter goal and budget band — then a recommended service tier, so your sales team quotes the right package before the first word of discovery is spoken.
Quick answer
A short quiz that maps a prospect to one of your pre-defined packages. It asks who they are and what they need, applies the tier rules you set, and returns a recommendation with contact details captured — removing the "which plan fits me?" paralysis that a pricing table cannot solve.
About this template
A pricing page lists tiers; the visitor still has to diagnose themselves, and most close the tab rather than choose wrong. This finder asks six qualifying questions — team size, channels actively managed, primary goal, budget band, reporting needs, add-on interest — then returns the tier you would have recommended, with the reasons. Sales enters the conversation already scoped, and the export tells you which questions most often point to your highest-value package. If your visitors already know what they want, use the Service Package & Add-On Selection Form to let them configure it directly instead.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything needed to point a prospect at the right tier.
Six qualifying questions
Team size, channels actively managed, next-quarter goal, budget band, reporting needs and add-on interest.
Rules-based tier mapping
You set which answers point to which package, so the logic matches how you actually scope work.
Instant recommendation on submit
The visitor sees the suggested tier with the reasons, plus a direct path to book or configure.
Structured, CRM-ready capture
Contact details and the full answer set export together, so tier mix by source is analysable.
How It Works
From pricing-page bounce to a scoped enquiry in three steps.
Copy the template
One-click import into your FormLM workspace — free.
Define your tiers in the grid
Replace placeholder names and inclusions with your actual packages and price bands.
Embed on the pricing page
Route each response to a CRM deal tagged with the selected tier.
Who Is This For
Pick your role — see how it fits your workflow.
Productized agencies
Turn pricing-page hesitation into tier-matched enquiries that already know their budget band.
SaaS sales teams
Route self-serve evaluators to the plan that fits before anyone books a call.
Consultancies with fixed packages
Keep tier definitions consistent across partners and regions instead of each rep improvising one.
Key Features
- Six qualifying questions, under four minutes
- Rules-based tier routing across your own packages
- Budget band that filters mismatched leads early
- Add-on interest checkboxes
- Instant recommendation shown on submit
- CRM-ready structured export
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real fields.
- How large is your marketing team? (1 / 2–5 / 6+)
- Which channels do you actively manage? (multi)
- Primary goal for the next quarter? (awareness / leads / retention)
- Monthly budget band? ($1–5k / $5–20k / $20k+)
- Which add-ons interest you? (checklist)