Can this template be e-signed?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states when intent, consent, attribution, and retention criteria are met.

What consent language is required?

Include a clear disclosure of electronic record use, an option to request paper, and a method to withdraw consent for consumer-facing records per 15 U.S.C. §7001(c).

How should I handle PHI in responses?

Limit PHI in the template; if PHI is collected, ensure HIPAA compliance and a signed BAA with any processor (45 CFR §164.502).

How long must responses be kept?

Retention varies: IRS generally 3 years (IRC §6501(a)); HIPAA requires 6 years (45 CFR §164.530(j)). Follow industry-specific rules where applicable.

How do I export data for analysis?

Export in CSV, JSON, or PDF. Ensure exported records include consent metadata, timestamps, and signer attribution for audit purposes.

What if respondents use mobile devices?

Test the template on mobile before release. Use responsive layouts and short answer fields to reduce abandonment and ensure accurate data capture.

Electronic Signature
Templates
Marketing
Marketing Customer Research Template

Marketing Customer Research Template

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

MARKETING CUSTOMER RESEARCH TEMPLATE

Parties and Engagement

Client Name:

Research Provider / Agency Name:

Engagement Effective Date

Campaign Scope and Objectives

Campaign / Study Name Primary Objectives Target Audience Primary Channels

Deliverables and Milestones

The Research Provider will deliver the items specified below according to the stated format and deadline. Each deliverable shall include any specified templates, raw data files, and a summary report unless otherwise noted.

Deliverable 1 — Description

Deliverable 2 — Description

Additional deliverables, quality acceptance criteria, and any agreed revisions shall be recorded in a written change order signed by both parties.

Compensation, Expenses and Payment Terms

Total Fee Payment Schedule Expenses

Reimbursable expenses will be: charged by invoice to Client and payable within days.

Kill Fee / Termination Payments

If Client terminates without cause after work has commenced, Client shall pay the Research Provider all fees earned to date plus the kill fee specified above to cover reasonable cancellation costs and non-recoverable third-party expenses.

Data, Privacy and Participant Consent

Research Provider shall collect, store, process, and transfer personal data only in accordance with the parties' agreed protocols and applicable privacy laws. Provider shall obtain documented, informed consent from all participants for the uses described below.

Data Retention Period Anonymization / De-identification Method Participant Compensation

Intellectual Property and Usage Rights

Subject to payment in full, Research Provider grants Client a non-exclusive, worldwide license to use final aggregated research reports and deliverables for Client's internal business and marketing purposes for the duration set forth below. Raw data, participant-level data, and underlying methodologies shall remain the property of:

Assignment of all intellectual property rights to Client
Provider retains ownership of raw data and methodologies and grants Client a license to use deliverables

License Territory and Duration

Exclusivity

Unless the parties expressly agree in writing, Research Provider shall be free to perform similar research for other clients. Select the applicable exclusivity option:

Non-exclusive engagement
Limited exclusivity for the following markets or sectors:

Confidentiality

Each party agrees to hold confidential information in strict confidence and not to disclose it to third parties except as required by law. Confidential information excludes information that is publicly known, rightfully received from a third party without duty of confidentiality, or independently developed without use of the other party's confidential information.

Specific Confidential Materials (if any)

Termination

Either party may terminate this agreement for convenience upon written notice to the other party as set below. Termination for material breach shall be effective if the breaching party fails to cure within the cure period.

Regulatory & Disclosure Compliance

Research Provider shall ensure all participant recruitment, incentive practices, and reporting comply with applicable consumer protection rules and advertising disclosure requirements. Client acknowledges it is responsible for use of any results in public marketing communications and for any required disclosures.

Research Provider and Client acknowledge obligation to include clear and prominent disclosures in any consumer-facing materials that reference incentivized or sponsored research results.

Planned Disclosure Language (if required)

Warranties, Liability and Indemnity

Each party represents that it has authority to enter this agreement. Research Provider warrants the research will be performed with reasonable professional care. Except for liability arising from willful misconduct or gross negligence, neither party shall be liable for consequential damages. Client agrees to indemnify Provider for claims arising from Client's misuse of deliverables.

Change Orders

Any changes to scope, schedule, or fee shall be documented in a written change order signed by authorized representatives of both parties. Change orders shall specify the impact on deliverables, timeline, and compensation.

Signatures

The undersigned represent that they are authorized to bind their respective parties to the terms set forth in this Marketing Customer Research Template.

Client (Brand) — Printed Name:

By:

Date:

Research Provider (Agency) — Printed Name:

By:

Date:

What the Marketing Customer Research Template Is

The Marketing Customer Research Template is a structured questionnaire and data capture form designed to collect consistent customer information for segmentation, product feedback, and campaign planning. It typically combines respondent profile fields, behavior and preference questions, standardized rating scales (e.g., NPS), open-text feedback, and a consent block that documents permission to use responses. Organizations use the template to reduce variation across interviews and surveys, speed analysis, and preserve an evidentiary record of respondent consent for marketing and research activities.

Why a Standard Template Improves Research Quality

A single template standardizes data capture, cuts follow-up clarification, and preserves consent records. It supports reliable segmentation, repeatable analysis, and defensible reporting across campaigns.

Typical Users and Teams That Complete This Template

Marketing, product, and customer experience teams commonly use the template to gather quantifiable feedback and consistent demographic details before analysis.

Product managers and UX researchers collecting structured usability and preference data for product roadmaps.
Marketing operations and demand-gen teams building audience segments and campaign targeting lists.
Customer success and account teams documenting voice-of-customer insights for retention and upsell planning.

The template also supports external research vendors and field teams who need a repeatable instrument for interviews, intercept surveys, or panel collection.

Core Components Included in a Professional Template

A complete Marketing Customer Research Template groups respondent data, structured metrics, qualitative probes, consent, and administrative metadata for analysis and compliance.

Respondent Profile

Fields for full name, contact details, company, role, and customer ID to link responses to CRM records and avoid duplicates.

Demographics

Age range, location (city/state), industry, and firmographic questions that enable segmentation and cohort analysis across campaigns.

Behavioral Metrics

Purchase frequency, product usage cadence, and channel preferences captured with standardized options for comparability.

Ratings & Scores

Likert scales, NPS, and satisfaction ratings with clear anchors to support quantitative aggregation and trend tracking.

Open Feedback

Free-text prompts for unmet needs, feature requests, and verbatim quotes; includes guidance to reduce leading questions.

Consent & Audit

Signed consent block, timestamp, IP or eSignature evidence, and retention note to meet legal and internal governance requirements.

Essential Information Captured in the Template

Personal Identifiers: Full name, email

Contact Details: Phone number, address

Demographics: Age range, ZIP

Customer IDs: CRM or account ID

Behavior Data: Purchase history

Consent Record: Signed consent timestamp

Step-by-Step: Completing the Marketing Customer Research Template

Follow these sequential steps to prepare, distribute, and close out responses while preserving consent and traceability.

01

Prepare Template: Customize sections, verify required fields, and add consent language.
02

Pilot Test: Run a short pilot to check clarity, field formats, and skip logic.
03

Distribute: Send via email links, embedded web forms, or secure portal.
04

Collect & Archive: Capture eSign consent, export responses, and store per retention policy.

How to Configure the Template for Online Use

Key configuration settings align the template with authentication, routing, and export requirements for your workflow.

Field	Configuration
Template Name	Use a clear title including project and year
Response Routing	Auto-forward to CRM or analyst inbox
Authentication Method	Email link, SMS code, or KBA
Export Format	CSV, JSON, or PDF export

Delivery, File Types, and Integration Considerations

Choose platforms and formats that preserve fields, signatures, and an audit trail when sharing or archiving research data.

File Formats: PDF, DOCX, and CSV supported
Integrations: Salesforce, Microsoft 365, Google Workspace
Security: TLS in transit and AES-256 at rest

Use vendor integrations to map responses into analytics tools and CRM records while retaining signed consent and metadata for auditability.

Typical Timelines and Processing Expectations

Plan collection and analysis windows to match project goals and legal obligations; timelines below are common project milestones.

Data Collection Window:

Two to four weeks depending on sample size

Initial Analysis:

One week after collection close for aggregate metrics

Full Report Delivery:

Two to three weeks including qualitative coding

Consent Renewal:

Annually if data used for new purposes

Archiving:

Begin at project close per retention policy

Common Mistakes to Avoid

Using vague consent language that fails to explain future uses and sharing, increasing legal risk.
Designing leading or double-barreled questions that bias responses and invalidate metric comparisons.
Omitting unique respondent identifiers, producing duplicate records and unreliable merge with CRM data.
Failing to test mobile layouts, which can truncate fields and reduce completion rates on phones.

Risks and Legal Consequences to Watch For

Privacy Violation: HIPAA violation risk (45 CFR §164.502)

Student Records: FERPA exposure for educational data

Improper Consent: ESIGN/UETA noncompliance risk

Data Breach: Unauthorized disclosure liabilities

Tax Records: Incorrect record retention fines

Consumer Complaints: Regulatory inquiries and remediation

eSignature Provider Comparison for Research Templates

Compare common vendor characteristics relevant to signing and storing Marketing Customer Research Templates. signNow is listed first per vendor comparison conventions.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial, no credit card	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions About Using the Template

Practical answers to common questions about e-signing, consent, exports, and regulatory concerns for Marketing Customer Research Templates.

Need help? Contact support

Can this template be e-signed?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states when intent, consent, attribution, and retention criteria are met.
What consent language is required?
Include a clear disclosure of electronic record use, an option to request paper, and a method to withdraw consent for consumer-facing records per 15 U.S.C. §7001(c).
How should I handle PHI in responses?
Limit PHI in the template; if PHI is collected, ensure HIPAA compliance and a signed BAA with any processor (45 CFR §164.502).
How long must responses be kept?
Retention varies: IRS generally 3 years (IRC §6501(a)); HIPAA requires 6 years (45 CFR §164.530(j)). Follow industry-specific rules where applicable.
How do I export data for analysis?
Export in CSV, JSON, or PDF. Ensure exported records include consent metadata, timestamps, and signer attribution for audit purposes.
What if respondents use mobile devices?
Test the template on mobile before release. Use responsive layouts and short answer fields to reduce abandonment and ensure accurate data capture.

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