Form · Lead generation
Prospective client form template
Written for consultants, coaches and small agencies who want the first conversation to be useful. People who have tried to fix the problem before are asked what happened, and anyone who would rather not talk on the phone gets a reply by email instead of a call request.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Thanks for thinking of us. A few questions now means our first conversation can get straight to the useful part.
Let's start with your name and email.
Which company or project is this for?
What would you like help with?
Have you tried to tackle this before?
What happened, and what is still not working?
If this goes well, what will be different for you?
How pressing is this right now?
When would you like to start?
Where are you with budget?
Who else will be involved in choosing someone?
How did you find us?
Would you like a short call to talk it through?
What's the best number to reach you on?
When are you usually free for a call?
Endings
Thanks, talk soon
Thanks, we'll reply by email ✉️
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Long text
Single select
Long text
Long text
Opinion scale
Single select
Single select
Single select
Dropdown
Yes / No
Phone
Multi select
What this template uses
- Contact info
- Short text
- Long text
- Single select
- Opinion scale
- Dropdown
- Yes / No
- Phone
- Multi select
- 5 branches
- 2 endings
Questions to consider
- What do you need to know to decide whether a prospect is a fit before you spend time on a call?
- Is budget a question you want answered now, or one you would rather raise in conversation?
- What would make you refer someone elsewhere, and does the form surface it?
- Do you offer calls at set times, and should the time options reflect that?
How to use the responses
Read the answer about what they tried before first. It tells you what the prospect is wary of and what not to suggest again. Pair the urgency score with the start date: urgent and starting soon means reply today, exploring with no budget means a helpful email and a gentle check-in later. Be honest in your reply when the fit is poor, and suggest someone better placed if you can.
How to customize and share it
- 1Rewrite the greeting and the first open question around the service you actually offer.
- 2Adjust the start and budget options to match how you work, for example retainers versus one-off projects.
- 3Link the form from your website's contact or work-with-me page, and check new responses in the dashboard daily so fast movers hear back quickly.
Frequently asked questions
What questions should I ask a prospective client?
What they want help with, what they have already tried, what success looks like, when they want to start and who else is involved in the decision. Those answers tell you whether to book a call and what to prepare.
How is a prospective client form different from a client intake form?
A prospective client form comes before you agree to work together and helps you judge fit. An intake form comes after, and collects the details you need to start the work.
Should I ask about budget before the first call?
A light question helps, as long as people can say they have not decided yet. It lets you prepare the right options without scaring off someone still exploring.
Can prospects skip the phone call?
Yes. In this form, anyone who prefers email skips the phone questions and sees an ending that promises an email reply instead.