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Form · Lead generation
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Make it yoursA ready-to-use conversational form
Lead capture form template
Capture leads with the context sales needs: who they are, what they want solved and how soon. Larger teams ready to buy go to sales, the rest to a trial.
Use this template
Free to customize. No code needed.
Lead capture
0% complete
What's your name?
What's inside
Every question, and where it leads
- Short text
- Single select
- Multi select
- Long text
- Dropdown
The conversation
What a respondent is asked, in order.
Hi! Interested in what we do? A few quick questions and we'll point you to the right next step.
1
What's your name?
Short textrequired
2
What's your work email?
Emailrequired
3
Where do you work?
Short textoptional
4
How big is your team?
Single selectrequiredsplits the flow
5
What's your part in the decision?
Single selectrequiredsometimes asked
6
Is there anything you'd need us to meet before you could buy?
Multi selectoptionalsometimes asked
7
Where are you up to?
Single selectoptionalsometimes asked
8
What problem are you hoping we can solve?
Long textrequired
9
What are you using for it today?
Short textoptional
10
How did you hear about us?
Dropdownoptional
11
How soon are you looking to decide?
Single selectrequiredsplits the flow
Endings
Thanks, talk soon
We'll be in touch 🤝
The flow
Where each answer leads. Every route here is editable once the form is yours.
Hi! Interested in what we do? A few quick questions and we'll point you to the right next step.
2What's your name?*
Short text
3What's your work email?*
4Where do you work?
Short text
5How big is your team?*
Single select
How big is your team?
Just me
2–10
11–50
51–200
Over 200
6What's your part in the decision?*
Single select
7Is there anything you'd need us to meet before you could buy?
Multi select
8Where are you up to?
Single select
9What problem are you hoping we can solve?*
Long text
10What are you using for it today?
Short text
11How did you hear about us?
Dropdown
12How soon are you looking to decide?*
Single select
How soon are you looking to decide?
This month
This quarter
otherwise
Thanks, talk soon
We'll be in touch 🤝
A labelled route is taken only by answers matching the label
A little guidance
Make the most of your next ask.
Questions to consider for your lead capture form
- What team size marks the point where a conversation with sales is worth more than a self-serve trial?
- Which buying requirements come up on nearly every larger deal? List those, and drop the rest.
- Should a personal email address be allowed, or do you only want work addresses?
- Which timeline answers should count as ready to talk, and who picks those leads up?
How to use the responses
Work the sales ending first: those leads told you they are deciding this month or this quarter, and a reply within a day matters more than a polished one. Read the problem in their own words before you call, and open with it. For everyone else, check the requirements and current tools answers every month; if the same gap keeps coming up, that is a product conversation, not a sales one.
How to customize and share this template
- 1Edit the team size bands and the requirements list to match how your customers buy.
- 2Rewrite both endings with your real next step, such as the trial link or the name of whoever follows up.
- 3Embed the form on your pricing or contact page, then export leads to CSV or read them in the dashboard each morning.
Frequently asked questions
What should a lead capture form ask?
Name, work email, company, team size, the problem they want solved and their timeline. Those six answers let you decide the next step without a discovery call.
How many fields should a lead capture form have?
As few as it takes to decide what happens next. This one asks each visitor nine or ten questions, and the extra ones only go to larger teams who expect a sales conversation.
How does this form decide who goes to sales?
The timeline answer does. Visitors deciding this month or this quarter reach an ending that promises a reply from sales, and everyone else is sent to a trial.
Can I block personal email addresses?
Yes. The email question accepts work addresses only, which you can switch off if individuals and freelancers are good customers for you.
The long-form guide
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One tidy contact record per person, whether they are new or updating details you hold.
Make it yours
There is a good answer on the other side
Make a formnobody minds filling in.
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