When to use this template
Start with the questions below, then adapt them to your own process. Align qualification fields with an actual sales decision and remove questions your team will never use.
Give interested people a clear next step and collect only useful qualification details. Use this version when you need to qualify an interested prospect by need, timing, and organization fit.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- CompanyShort answer · Required
- What do you need help with?Long answer · Required
- TimelineDropdown · Optional
- Team sizeShort answer · Optional
- What would make a solution worthwhile?Long answer · Optional
Make it your own
- Replace the introduction with your own context for lead generation.
- Align qualification fields with an actual sales decision and remove questions your team will never use.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Explain how contact details will be used and keep optional promotional updates a separate choice.
Common questions
What does this lead generation form collect?
It includes company, what do you need help with, timeline, team size. Every question can be edited before you publish.
What should I customize before sharing it?
Align qualification fields with an actual sales decision and remove questions your team will never use.
What happens after someone submits it?
Explain how contact details will be used and keep optional promotional updates a separate choice. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.