Form · Lead generation
Customer lead form template
For the enquiry button on a small business website. It asks what someone needs in their own words, then the practical details that shape a good first reply: budget range, timing and the way they want to be contacted. People who would rather have a call are asked for a number and a good time, and nobody else is.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Hi there! Tell us a little about what you're after and we'll come back to you with something useful.
What's your name?
What email should we reply to?
What are you interested in?
In a few sentences, what do you need?
Do you have a rough budget in mind?
When are you hoping to get started?
How would you like us to get back to you?
What number should we call?
When is a good time to call?
How did you find us?
Ends with
Thanks, we've got it 👋
The flow
Where each answer leads. Every route here is editable once the form is yours.
Short text
Single select
Long text
Dropdown
Single select
Single select
Phone
Single select
Dropdown
What this template uses
- Short text
- Single select
- Long text
- Dropdown
- Phone
- 1 branch
Questions to consider
- What do people usually enquire about? Replace the interest options with your real products or services.
- Do budget ranges help you reply, or would they scare off the customers you want?
- Who answers new enquiries, and how quickly can you honestly promise a reply?
How to use the responses
Reply in the order people said they want to start, and answer the needs question directly in your first message rather than sending a generic brochure. Call the people who asked for a call at the time they picked. Once a month, look at the source answers to see which channels bring enquiries that turn into work.
How to customize and share it
- 1Rewrite the interest options and the budget ranges for what you sell and who buys it.
- 2Change the ending to promise a reply time your team can keep.
- 3Put the link behind your contact or get a quote button, or embed the form on the page, and check new leads in the dashboard.
Frequently asked questions
What is a customer lead form?
A short form on your website that collects someone's contact details and what they need, so you can follow up with a relevant reply instead of a cold one.
What should a customer lead form include?
A name, a reply address, what they are interested in, a description of their need and when they want to start. A budget range and contact preference help you reply well.
Why ask how they want to be contacted?
Some people never answer unknown numbers and some would rather talk than type. Asking means your first reply reaches them, and only people who want a call are asked for a phone number.