Build Your Perfect Marketing Tool Stack
This marketing tool stack finder helps marketers and business owners build the perfect MarTech stack for their needs. Answer questions about your team size, budget, marketing channels, technical expertise, and growth goals to receive personalized recommendations across key categories: Analytics (Google Analytics, Mixpanel, Amplitude), Automation (HubSpot, Mailchimp, ActiveCampaign), CRM (Salesforce, Pipedrive, HubSpot CRM), Social Media (Buffer, Hootsuite, Sprout Social), and SEO (Ahrefs, SEMrush, Moz). Get a complete stack recommendation with integration considerations and budget estimates.
Try the Quiz
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export function marketingToolStackQuiz(form: FormTs) {
form.setTitle(() => '🛠️ Which Marketing Tool Stack Do You Need?');
// ============ RECOMMENDATION STATE ============
const needs = form.state<Record<string, number>>({
emailMarketing: 0,
socialMedia: 0,
analytics: 0,
seo: 0,
automation: 0,
crm: 0,
contentCreation: 0,
advertising: 0
});
const updateNeed = (category: string, points: number) => {
needs.update(current => ({
...current,
[category]: (current[category] || 0) + points
}));
};
const budgetLevel = form.state<'starter' | 'growth' | 'enterprise'>('growth');
const getTopNeeds = (): string[] => {
const n = needs();
const sorted = Object.entries(n)
.filter(([_, score]) => score > 0)
.sort((a, b) => b[1] - a[1])
.slice(0, 4)
.map(([key]) => key);
return sorted;
};
const getCategoryLabel = (category: string) => {
const labels: Record<string, string> = {
emailMarketing: '📧 Email Marketing',
socialMedia: '📱 Social Media',
analytics: '📊 Analytics',
seo: '🔍 SEO',
automation: '🤖 Marketing Automation',
crm: '🤝 CRM',
contentCreation: '✏️ Content Creation',
advertising: '📢 Paid Advertising'
};
return labels[category] || category;
};
const getToolRecommendations = (category: string, budget: string): string[] => {
const tools: Record<string, Record<string, string[]>> = {
emailMarketing: {
starter: ['Mailchimp Free', 'Sender', 'MailerLite'],
growth: ['ConvertKit', 'ActiveCampaign', 'Klaviyo'],
enterprise: ['HubSpot', 'Marketo', 'Salesforce Marketing Cloud']
},
socialMedia: {
starter: ['Buffer Free', 'Later Free', 'Canva'],
growth: ['Hootsuite', 'Sprout Social', 'Buffer Pro'],
enterprise: ['Sprinklr', 'Khoros', 'Brandwatch']
},
analytics: {
starter: ['Google Analytics', 'Hotjar Free', 'Microsoft Clarity'],
growth: ['Mixpanel', 'Amplitude', 'Heap'],
enterprise: ['Adobe Analytics', 'Tableau', 'Looker']
},
seo: {
starter: ['Ubersuggest', 'Google Search Console', 'Yoast'],
growth: ['Ahrefs', 'SEMrush', 'Moz Pro'],
enterprise: ['Conductor', 'BrightEdge', 'seoClarity']
},
automation: {
starter: ['Zapier Free', 'Make', 'IFTTT'],
growth: ['ActiveCampaign', 'Drip', 'Customer.io'],
enterprise: ['HubSpot', 'Marketo', 'Pardot']
},
crm: {
starter: ['HubSpot CRM Free', 'Zoho CRM', 'Freshsales'],
growth: ['Pipedrive', 'Salesforce Essentials', 'HubSpot Sales'],
enterprise: ['Salesforce', 'Microsoft Dynamics', 'Oracle CX']
},
contentCreation: {
starter: ['Canva Free', 'Lumen5', 'Grammarly'],
growth: ['Canva Pro', 'Adobe Express', 'Jasper AI'],
enterprise: ['Adobe Creative Cloud', 'Bynder', 'Contentful']
},
advertising: {
starter: ['Google Ads', 'Meta Ads Manager', 'LinkedIn Ads'],
growth: ['AdEspresso', 'Optmyzr', 'WordStream'],
enterprise: ['Google Marketing Platform', 'The Trade Desk', 'MediaMath']
}
};
return tools[category]?.[budget] || [];
};
// ============ COMPLETION SCREEN ============
form.configureCompletionScreen({
type: 'text',
title: () => '🛠️ Your Personalized Marketing Stack',
message: () => {
const topNeeds = getTopNeeds();
const budget = budgetLevel();
return `Based on your goals and ${budget} budget, we've identified ${topNeeds.length} key tool categories for your marketing stack. Download your detailed report with specific tool recommendations and implementation tips.`;
}
});
// ============ PAGES SETUP ============
const pages = form.addPages('quiz-pages', {
heightMode: 'current-page'
});
// ============ PAGE 1: Business Context ============
const page1 = pages.addPage('business-context', { mobileBreakpoint: 500 });
page1.addRow(row => {
row.addTextPanel('header1', {
label: 'Step 1 of 6: Your Business',
computedValue: () => 'Tell us about your marketing needs',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page1.addSpacer({ height: '24px' });
page1.addRow(row => {
row.addDropdown('businessType', {
label: 'Business Type',
isRequired: true,
options: [
{ id: 'b2b', name: '🏢 B2B (Business to Business)' },
{ id: 'b2c', name: '🛒 B2C (Business to Consumer)' },
{ id: 'd2c', name: '📦 D2C (Direct to Consumer)' },
{ id: 'saas', name: '💻 SaaS' },
{ id: 'agency', name: '🎨 Agency/Services' },
{ id: 'ecommerce', name: '🛍️ E-commerce' }
],
placeholder: 'Select type',
onValueChange: (val) => {
if (val === 'b2b' || val === 'saas') {
updateNeed('crm', 2);
updateNeed('emailMarketing', 1);
updateNeed('automation', 2);
}
if (val === 'b2c' || val === 'd2c' || val === 'ecommerce') {
updateNeed('socialMedia', 2);
updateNeed('advertising', 2);
updateNeed('emailMarketing', 2);
}
if (val === 'agency') {
updateNeed('contentCreation', 2);
updateNeed('socialMedia', 2);
}
}
}, '1fr');
row.addDropdown('teamSize', {
label: 'Marketing Team Size',
isRequired: true,
options: [
{ id: 'solo', name: '👤 Just me' },
{ id: 'small', name: '👥 2-5 people' },
{ id: 'medium', name: '🏢 6-20 people' },
{ id: 'large', name: '🏛️ 20+ people' }
],
placeholder: 'Select size'
}, '1fr');
});
page1.addRow(row => {
row.addRadioButton('budget', {
label: 'What\'s your monthly marketing tools budget?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'starter', name: '💰 Starter: $0-$200/month (free & affordable tools)' },
{ id: 'growth', name: '💎 Growth: $200-$1,000/month (professional tools)' },
{ id: 'enterprise', name: '🏆 Enterprise: $1,000+/month (advanced platforms)' }
],
onValueChange: (val) => {
if (val === 'starter') budgetLevel.set('starter');
else if (val === 'growth') budgetLevel.set('growth');
else if (val === 'enterprise') budgetLevel.set('enterprise');
}
});
});
// ============ PAGE 2: Marketing Goals ============
const page2 = pages.addPage('marketing-goals', { mobileBreakpoint: 500 });
page2.addRow(row => {
row.addTextPanel('header2', {
label: 'Step 2 of 6: Marketing Goals',
computedValue: () => 'What are your primary marketing objectives?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page2.addSpacer({ height: '24px' });
page2.addRow(row => {
row.addSuggestionChips('primaryGoals', {
label: 'Select your top 3 marketing goals',
isRequired: true,
suggestions: [
{ id: 'lead-gen', name: '🎯 Lead Generation' },
{ id: 'brand', name: '📢 Brand Awareness' },
{ id: 'sales', name: '💰 Drive Sales' },
{ id: 'retention', name: '🔄 Customer Retention' },
{ id: 'traffic', name: '📈 Website Traffic' },
{ id: 'engagement', name: '💬 Social Engagement' }
],
min: 1,
max: 3,
onValueChange: (val) => {
if (!val) return;
if (val.includes('lead-gen')) { updateNeed('crm', 2); updateNeed('automation', 2); }
if (val.includes('brand')) { updateNeed('socialMedia', 2); updateNeed('contentCreation', 2); }
if (val.includes('sales')) { updateNeed('advertising', 2); updateNeed('emailMarketing', 2); }
if (val.includes('retention')) { updateNeed('emailMarketing', 2); updateNeed('automation', 2); }
if (val.includes('traffic')) { updateNeed('seo', 2); updateNeed('advertising', 1); }
if (val.includes('engagement')) { updateNeed('socialMedia', 2); updateNeed('contentCreation', 1); }
}
});
});
page2.addRow(row => {
row.addRadioButton('contentVolume', {
label: 'How much content do you produce?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'high', name: '📝 High volume (daily posts, multiple formats)' },
{ id: 'medium', name: '📋 Medium (weekly content, few formats)' },
{ id: 'low', name: '📄 Low (occasional content)' },
{ id: 'starting', name: '🌱 Just starting content marketing' }
],
onValueChange: (val) => {
if (val === 'high') { updateNeed('contentCreation', 3); updateNeed('socialMedia', 2); }
if (val === 'medium') { updateNeed('contentCreation', 2); }
if (val === 'starting') { updateNeed('contentCreation', 1); }
}
});
});
// ============ PAGE 3: Current Challenges ============
const page3 = pages.addPage('challenges', { mobileBreakpoint: 500 });
page3.addRow(row => {
row.addTextPanel('header3', {
label: 'Step 3 of 6: Your Challenges',
computedValue: () => 'What marketing challenges do you face?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page3.addSpacer({ height: '24px' });
page3.addRow(row => {
row.addSuggestionChips('challenges', {
label: 'Select your biggest challenges',
isRequired: true,
suggestions: [
{ id: 'tracking', name: '📊 Tracking ROI' },
{ id: 'time', name: '⏰ Not Enough Time' },
{ id: 'leads', name: '🎯 Not Enough Leads' },
{ id: 'conversion', name: '💰 Low Conversion' },
{ id: 'content', name: '✏️ Content Creation' },
{ id: 'reach', name: '📢 Limited Reach' },
{ id: 'data', name: '🔢 Data Silos' },
{ id: 'personalization', name: '🎨 Personalization' }
],
min: 1,
max: 4,
onValueChange: (val) => {
if (!val) return;
if (val.includes('tracking')) updateNeed('analytics', 3);
if (val.includes('time')) updateNeed('automation', 3);
if (val.includes('leads')) { updateNeed('advertising', 2); updateNeed('seo', 2); }
if (val.includes('conversion')) { updateNeed('analytics', 2); updateNeed('automation', 2); }
if (val.includes('content')) updateNeed('contentCreation', 3);
if (val.includes('reach')) { updateNeed('socialMedia', 2); updateNeed('advertising', 2); }
if (val.includes('data')) { updateNeed('crm', 2); updateNeed('analytics', 2); }
if (val.includes('personalization')) { updateNeed('automation', 2); updateNeed('emailMarketing', 2); }
}
});
});
// ============ PAGE 4: Channels ============
const page4 = pages.addPage('channels', { mobileBreakpoint: 500 });
page4.addRow(row => {
row.addTextPanel('header4', {
label: 'Step 4 of 6: Marketing Channels',
computedValue: () => 'Which channels are important to you?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page4.addSpacer({ height: '24px' });
page4.addRow(row => {
row.addMatrixQuestion('channelImportance', {
label: 'Rate the importance of each channel:',
isRequired: true,
rows: [
{ id: 'email', label: 'Email Marketing' },
{ id: 'social', label: 'Social Media' },
{ id: 'search', label: 'SEO/Organic Search' },
{ id: 'paid', label: 'Paid Advertising' },
{ id: 'content', label: 'Content/Blog' }
],
columns: [
{ id: 'not', label: 'Not Using' },
{ id: 'low', label: 'Low' },
{ id: 'medium', label: 'Medium' },
{ id: 'high', label: 'High' }
],
selectionMode: 'single',
striped: true,
fullWidth: true,
onValueChange: (val) => {
if (!val) return;
const points: Record<string, number> = { not: 0, low: 1, medium: 2, high: 3 };
if (val['email']) updateNeed('emailMarketing', points[val['email'] as string] || 0);
if (val['social']) updateNeed('socialMedia', points[val['social'] as string] || 0);
if (val['search']) updateNeed('seo', points[val['search'] as string] || 0);
if (val['paid']) updateNeed('advertising', points[val['paid'] as string] || 0);
if (val['content']) updateNeed('contentCreation', points[val['content'] as string] || 0);
}
});
});
// ============ PAGE 5: Results ============
const page5 = pages.addPage('results', { mobileBreakpoint: 500 });
page5.addRow(row => {
row.addTextPanel('header5', {
label: 'Step 5 of 6: Your Recommended Stack',
computedValue: () => 'Here\'s your personalized marketing tool stack',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page5.addSpacer({ height: '24px' });
page5.addRow(row => {
row.addTextPanel('stackTitle', {
label: '🛠️ Your Marketing Tool Stack',
computedValue: () => `Optimized for ${budgetLevel()} budget`,
customStyles: {
fontSize: '1.2rem',
fontWeight: '700',
textAlign: 'center',
color: '#1e40af'
}
});
});
// Dynamic tool recommendations
page5.addRow(row => {
row.addTextPanel('recommendation1', {
computedValue: () => {
const top = getTopNeeds();
if (top.length > 0) {
const cat = top[0];
const tools = getToolRecommendations(cat, budgetLevel());
return `${getCategoryLabel(cat)}\n${tools.join(', ')}`;
}
return '';
},
customStyles: {
fontSize: '0.95rem',
padding: '12px',
background: '#dbeafe',
borderRadius: '8px',
whiteSpace: 'pre-line'
}
});
});
page5.addRow(row => {
row.addTextPanel('recommendation2', {
computedValue: () => {
const top = getTopNeeds();
if (top.length > 1) {
const cat = top[1];
const tools = getToolRecommendations(cat, budgetLevel());
return `${getCategoryLabel(cat)}\n${tools.join(', ')}`;
}
return '';
},
isVisible: () => getTopNeeds().length > 1,
customStyles: {
fontSize: '0.95rem',
padding: '12px',
background: '#d1fae5',
borderRadius: '8px',
whiteSpace: 'pre-line'
}
});
});
page5.addRow(row => {
row.addTextPanel('recommendation3', {
computedValue: () => {
const top = getTopNeeds();
if (top.length > 2) {
const cat = top[2];
const tools = getToolRecommendations(cat, budgetLevel());
return `${getCategoryLabel(cat)}\n${tools.join(', ')}`;
}
return '';
},
isVisible: () => getTopNeeds().length > 2,
customStyles: {
fontSize: '0.95rem',
padding: '12px',
background: '#fef3c7',
borderRadius: '8px',
whiteSpace: 'pre-line'
}
});
});
page5.addRow(row => {
row.addTextPanel('recommendation4', {
computedValue: () => {
const top = getTopNeeds();
if (top.length > 3) {
const cat = top[3];
const tools = getToolRecommendations(cat, budgetLevel());
return `${getCategoryLabel(cat)}\n${tools.join(', ')}`;
}
return '';
},
isVisible: () => getTopNeeds().length > 3,
customStyles: {
fontSize: '0.95rem',
padding: '12px',
background: '#fce7f3',
borderRadius: '8px',
whiteSpace: 'pre-line'
}
});
});
// ============ PAGE 6: Lead Capture ============
const page6 = pages.addPage('lead-capture', { mobileBreakpoint: 500 });
page6.addRow(row => {
row.addTextPanel('header6', {
label: 'Step 6 of 6: Get Your Complete Guide',
computedValue: () => 'Enter your details to receive your full tool stack guide',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
page6.addSpacer({ height: '24px' });
page6.addRow(row => {
row.addTextbox('name', {
label: 'Your Name',
isRequired: true,
placeholder: 'Marketing Pro'
}, '1fr');
row.addEmail('email', {
label: 'Work Email',
isRequired: true,
placeholder: 'marketer@company.com'
}, '1fr');
});
page6.addRow(row => {
row.addCheckboxList('consent', {
options: [
{ id: 'guide', name: '📄 Send me the complete tool stack guide', isRequired: true },
{ id: 'deals', name: '💰 Send me exclusive tool discounts' },
{ id: 'tips', name: '💡 Send me martech tips & updates' }
],
defaultValue: ['guide'],
orientation: 'vertical'
});
});
// ============ PDF REPORT ============
form.configurePdf('tool-stack-guide', pdf => {
pdf.configure({
filename: 'marketing-tool-stack-guide.pdf',
pageSize: 'A4',
allowUserDownload: true,
downloadButtonLabel: '📄 Download Tool Stack Guide',
header: {
title: 'Your Marketing Tool Stack Guide',
subtitle: `${budgetLevel().charAt(0).toUpperCase() + budgetLevel().slice(1)} Budget`
},
footer: {
text: 'Generated by FormTs Marketing Stack Quiz',
showPageNumbers: true
}
});
pdf.addSection('Recommended Categories', section => {
const top = getTopNeeds();
for (const cat of top) {
section.addText(`${getCategoryLabel(cat)}`);
}
});
pdf.addSection('Tool Recommendations', section => {
const top = getTopNeeds();
const budget = budgetLevel();
for (const cat of top) {
const tools = getToolRecommendations(cat, budget);
section.addText(`${getCategoryLabel(cat)}:`);
for (const tool of tools) {
section.addText(` • ${tool}`);
}
section.addSpacer(5);
}
});
pdf.addPageBreak();
pdf.addSection('Implementation Roadmap', section => {
section.addText('Month 1: Core Foundation');
section.addText('• Set up analytics and tracking first');
section.addText('• Implement CRM if B2B/lead-gen focused');
section.addSpacer(5);
section.addText('Month 2: Channel Tools');
section.addText('• Add email marketing platform');
section.addText('• Set up social media management');
section.addSpacer(5);
section.addText('Month 3: Optimization');
section.addText('• Add automation workflows');
section.addText('• Integrate tools for unified data');
});
pdf.addSection('Integration Tips', section => {
section.addText('• Use Zapier or Make to connect tools');
section.addText('• Ensure UTM tracking across all channels');
section.addText('• Set up unified dashboards in analytics');
section.addText('• Document your tech stack and processes');
});
});
// ============ SUBMIT BUTTON ============
form.configureSubmitButton({
label: () => `🛠️ Get My Complete Tool Stack Guide`
});
form.configureSubmitBehavior({
sendToServer: true
});
}
Frequently Asked Questions
What marketing tool categories does this cover?
The quiz provides recommendations across: Analytics & Attribution, Marketing Automation, CRM, Social Media Management, SEO & Content, Advertising Platforms, and Email Marketing. You'll get a cohesive stack that works together.
How do you determine the best tools for my needs?
Recommendations are based on your team size (affects complexity tolerance), budget (price tier matching), channels used (feature requirements), technical expertise (ease of use), and integration needs (ecosystem compatibility).
Will the recommended tools integrate with each other?
Yes! The quiz considers integration compatibility. Recommended stacks are designed to work together, either through native integrations or tools like Zapier. The report highlights key integration points.
What if I already have some marketing tools?
You can indicate existing tools during the quiz, and recommendations will complement your current stack rather than replace everything. We focus on filling gaps and improving weak areas.
Can I customize this quiz for my agency?
Yes! Click 'Open in Editor' to customize the tool options, evaluation criteria, and recommendations. Perfect for agencies who want to offer personalized MarTech consulting.