A digital marketing questionnaire covers the goal, audience, conversion actions, constraints, and the platform access needed to start work.
Digital marketing work gets judged on numbers, but the inputs often arrive as half-notes and assumptions, so the tracking plan and the results end up feeling like a black box. The digital marketing questionnaire pulls the basics into one place up front, from what counts as a conversion to who can grant account access, so the work can start with clear definitions instead of guesswork.
The form opens with a short context block, then moves through contact details and a deadline before the project questions. Headings sit in Space Grotesk with Inter for the answers, with deep aubergine and cypress accents that keep the page readable when the questions get specific.
- Digital Marketing Questionnaire A short opener that frames what the questions are for before the client starts filling anything in.
- Your name Required contact field so the response is tied to a specific person.
- Deadline for the finished work (campaign go-live, relaunch or event) Optional date field for timing context when the work has a fixed moment.
- Project brief A second written block that sets up the rest of the questions as the intake for tracking, ads, and content.
- Which platform accounts exist and who can grant access A place to list accounts and the access contact, so setup doesn’t stall later.
The form collects responses in Plutio, so the answers land together and you can review them before any follow-up. You can adjust the wording to match growth strategy, marketing automation, or analytics & attribution work, then share the form link when you’re ready to gather details.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a digital marketing questionnaire
| Part | What it covers |
|---|
Digital Marketing Questionnaire | A short intro that explains what information the form is collecting and what happens after submission. |
Your name | A required name field so each response is identifiable. |
Email address | A required email field for follow-up questions and confirmations. |
Deadline for the finished work (campaign go-live, relaunch or event) | An optional deadline field for campaigns, relaunches, and event-based work. |
Project brief | A brief setup section that signals the form is gathering the essentials before tracking, ads, and content work begins. |
Primary goal for this digital marketing | A required question to pin down the main outcome the work should drive. |
Who is this aimed at (primary audience) | A required question that defines who the marketing should speak to. |
Which actions count as a conversion for you | A required question that turns “results” into specific tracked actions. |
What must be true before I start | A required question for prerequisites like assets, approvals, or access. |
What should I avoid or not change | An optional question for boundaries, restrictions, and sensitive areas. |
Which platform accounts exist and who can grant access | An optional question to list accounts and the person who can provide access. |
Who it is for
Marketing consultants, agencies, and freelancers doing ads, SEO, email, or analytics work who need client inputs before setup starts.
The form in full
Digital Marketing Questionnaire
Tell me the specifics I need before I start your digital marketing. After you send this I check access and follow up with any clarifying questions.
- Your name (required)
- Email address (required)
- Deadline for the finished work (campaign go-live, relaunch or event)
Project brief
Answer the essentials I need to set up tracking, ads and content.
- Primary goal for this digital marketing (required)
- Who is this aimed at (primary audience) (required)
- Which actions count as a conversion for you (required)
- What must be true before I start (required)
- What should I avoid or not change
- Which platform accounts exist and who can grant access
