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Lead qualification form template

Enough to know whether an enquiry is worth a call, without making a good lead fill in a form they resent.

Use this templateFree · no credit card
  • 8 questions
  • 2 pages
  • 3 min to fill in
  • Sales
formkit.app/you/lead-qualification
Lead qualification

Tell us about the work

Eight questions so we can come back with something useful.

8 questions · 1 page
Try a theme

This is the real template. Fill it in, then make it yours.

Eight questions across two pages. Routing rules send each enquiry to the right inbox based on what they picked, so nothing sits unclaimed.

Who it’s for

Anyone whose contact page currently says "get in touch" and produces enquiries with no detail in them. Eight questions is the point where you learn enough to prepare for a call without losing people.

The budget question is a scale rather than a text field on purpose. A range is easier to answer honestly than a number.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions8 questions
  2. ThenThanks, we will be in touch

    Someone will reply within one working day.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
MOMaya OkaforLead qualification · just nowNew
What is your name?
Maya Okafor
What is the best email to reach you on?
maya@northstar.co
What are you trying to solve?
Their answer, in their own words
What kind of work is this?
A new project
What is the timeline?
This month
Where does the budget sit?
4

and 2 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/lead-qualification3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Conditional and AI logicLogic that reads like a sentence, and AI that reads the answer.Every plan · AI logic on ProExplore AI repliesA personal reply to every response.ProExplore AI insightsKnow what your responses are telling you.ProExplore

Questions about this template

Will asking about budget put people off?

A range framed as a scale is far easier to answer than an open field. If you would rather not ask, delete the question. The rest of the form stands on its own.

Can different enquiry types go to different people?

Yes. Routing rules read the answer to "what kind of work is this" and send the alert to the matching address. The first matching rule wins.

Can I embed this on my site?

Yes, inline, as a popup or full screen. The embed snippet is in the Share modal.

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