Sales
Lead capture form template
Ask who they are and what they're trying to solve before you ask for a meeting. Team size and timeline arrive as structured choices, and they decide the ending: a large team looking to buy this quarter is handed to sales, everyone else is pointed at a trial they can start today rather than waiting for a call nobody wanted.
The conversation
What a respondent is asked, in order.
Hey! Interested in what we do? A few quick questions and someone will be in touch.
What's your name?
Best email to reach you?
Where do you work?
How big is your team?
What's your part in the decision?
Anything you'd need us to satisfy?
Whose budget would this come from?
Where are you up to?
What problem are you hoping we solve?
What are you using for it today?
How soon are you looking to decide?
How did you hear about us?
Endings
Talk soon 🤝
We'll call you 🤝
The flow
Where each answer leads. Every route here is editable once the form is yours.
Short text
Short text
Single select
Single select
Multi select
Short text
Single select
Long text
Short text
Single select
Single select
Free, with unlimited responses. Start from this and change anything — questions, wording, routes, endings — or describe your own form and let chatform draft it.
Use this template