Email marketing projects vary widely in scope. A shop with five hundred subscribers and a monthly newsletter needs something very different from a fast-growing brand that sends daily and wants abandoned cart flows. This quote request form helps agencies and freelance email marketers collect the details that drive price before the first call.
Contact details come first, followed by list size, monthly send volume, and expected list growth. The form then covers design level, mobile optimization, triggered workflows, A/B testing, additional services like copywriting or deliverability work, reporting depth, platforms to integrate, start date, engagement type, and budget. Each question maps to something you would normally price separately, so the answers translate directly into line items.
Follow-up questions only appear when they matter. Prospects who want semi-custom or fully custom templates are asked how many new designs they need each month. Those who need triggered workflows choose which ones and how complex they should be, and those interested in A/B testing say how often they plan to test and what they want to test. The form does not calculate a price on screen; you review the answers and send the quote.
