Sales forms that qualify before you pick up the phone

Use the form to do the discovery you would otherwise do on the first call. The Lead qualification form and the Sales inquiry form ask about need, timing and size, and scoring can rank each lead so you know who to call first. After a deal is lost, the Customer loss survey tells you why in the buyer's words, not the rep's.

60 templates

  • Reseller application form

    Form · Application14 questions~4 min

    Screen potential resellers on how and where they sell before anyone gets on a call.

    reseller applicationreseller programpartner application

  • Customer information form

    Form · Business12 questions~4 min

    A tidy record for every new customer, whether they buy for themselves or for a business.

    customer informationcustomer details formnew customer form

  • Booking request form

    Form · Business9 questions~3 min

    Gather everything you need to check availability before you confirm a booking.

    booking requestvenue bookingreservation request

  • Catering inquiry form

    Form · Business14 questions~4 min

    Everything a caterer needs to write a proposal, gathered in one conversation.

    catering inquirycatering request formevent catering

  • Partnership inquiry form

    Form · Business16 questions~3 min

    Hear what a would-be partner offers and whether the timing is right, in one conversation.

    partnership inquirypartner applicationbusiness development

  • Estimate form

    Form · Business12 questions~4 min

    Get the job details, photos and timing you need to send a realistic estimate.

    estimate formestimate requestjob estimate

  • Insurance quote form

    Form · Business21 questions~4 min

    An insurance enquiry that asks different questions for each type of cover.

    insurance quote forminsurance enquiryinsurance lead form

  • Sales call log

    Form · Business16 questions~4 min

    A quick log reps fill in after each call, with a next step every time.

    sales call logcall log formsales activity log

  • Inquiry form

    Form · Contact11 questions~3 min

    Take any question from your website and know who should answer it before you open it.

    inquiry formenquiry formwebsite inquiry

  • Catering contact form

    Form · Contact11 questions~4 min

    Hear about the event, the guests and the food before you pick up the phone.

    catering contact formcatering enquiryevent catering

  • Client consultation form

    Form · Contact13 questions~4 min

    Learn the problem and the goal before the first call, not during it.

    client consultation formconsultation requestclient intake

  • Business contact form

    Form · Contact15 questions~3 min

    One contact form for buyers, customers, partners and press, each asked only what their enquiry needs.

    business contact formcompany contact formcontact us page

  • Callback request form

    Form · Contact11 questions~3 min

    Take callback requests with the number, the reason and a time that suits the caller.

    callback formrequest a call backcall me back form

  • Sales inquiry form

    Form · Contact11 questions~3 min

    Learn what a buyer needs and how soon, and fast-track the ones ready to buy now.

    sales inquiry formsales enquiry formproduct inquiry

  • Customer profile form

    Form · Contact12 questions~4 min

    Learn who a customer is, what they want from you and how they like to be contacted.

    customer profile formcustomer information formcustomer onboarding

  • Customer inquiry form

    Form · Customer success12 questions~3 min

    Questions from shoppers and customers, each arriving with the product or order it's about.

    customer inquiry formproduct inquiryorder inquiry

  • Webinar registration form

    Form · Event registration11 questions~3 min

    Register attendees, and ask the ones who can't join live what would have helped.

    webinar registrationwebinar signuponline event

  • Data capture form

    Form · Lead generation13 questions~4 min

    One tidy contact record per person, whether they are new or updating details you hold.

    data capturecontact details formupdate your details

  • Hotel sales lead form

    Form · Lead generation16 questions~5 min

    Group stays, meetings and weddings, each asked the details that decide availability.

    hotel salesgroup booking enquiryevent venue enquiry

  • Prospective client form

    Form · Lead generation14 questions~4 min

    Understand a potential client's need, history and timing before you talk.

    prospective clientclient inquirydiscovery call

  • Website design quote form

    Form · Lead generation17 questions~5 min

    Gather the pages, features and content a web design quote depends on.

    website design quoteweb design inquirywebsite project brief

  • Demo request form

    Form · Lead generation13 questions~3 min

    Take a demo request and learn exactly what to show before the call.

    demo requestbook a demosales demo

  • Gated content form

    Form · Lead generation10 questions~3 min

    Gate a guide without making it feel like a toll booth.

    gated contentlead magnetebook download

  • Lead capture form

    Form · Lead generation11 questions~3 min

    Qualify visitors, and send the big ones to sales and the rest to a trial.

    lead capture formb2b lead generationwebsite lead form

  • Lead qualification form

    Form · Lead generation12 questions~4 min

    Find out goal, fit, budget, timing and buying process before the first call.

    lead qualification formsales qualificationBANT

  • Customer lead form

    Form · Lead generation10 questions~3 min

    Turn an interested visitor into a conversation, with the context to reply well.

    customer lead formenquiry formsmall business leads

  • Product recommendation form

    Form · Lead generation12 questions~4 min

    Learn what a shopper needs so your team can suggest the right product.

    product recommendation formpersonal shopperproduct finder

  • Demo feedback form

    Form · Marketing11 questions~3 min

    Hear what landed in the demo, what didn't, and what the buyer wants next.

    demo feedbacksales demo surveyproduct demo follow-up

  • Ecommerce registration form

    Form · Marketing14 questions~3 min

    One sign-up for customers, trade buyers and sellers, each asked what fits.

    ecommerce registrationwholesale account applicationvendor registration

  • Gym membership form

    Form · Membership14 questions~4 min

    Everything the front desk needs before a new member's first session.

    gym membership formgym sign upfitness membership application

  • Service order form

    Form · Order13 questions~4 min

    Collect the job, the site and the timing so your team can plan the visit.

    service orderwork orderjob request

  • Catering order form

    Form · Order16 questions~5 min

    Menu, headcount, dietary needs and delivery details for one event, in one order.

    catering orderfood orderevent catering

  • Sales performance evaluation form

    Form · Other15 questions~4 min

    A manager's review of one rep: the number, the skills behind it and the support they need next.

    sales performance reviewsales evaluationquota attainment

  • Marketing quote form

    Form · Quote14 questions~4 min

    Scope a campaign or a retainer well enough to send a real estimate.

    marketing quoteagency estimatecampaign pricing

  • Electrical quote form

    Form · Quote12 questions~4 min

    Get enough detail on an electrical job to price it or plan a visit.

    electrical quoteelectrician estimateelectrical job request

  • Plumbing quote form

    Form · Quote10 questions~3 min

    Understand a plumbing job before you quote it or book a visit.

    plumbing quoteplumber estimateplumbing job request

  • Quote request form

    Form · Quote15 questions~4 min

    Scope a job well enough to price it without a call.

    quote requestrequest a quotepricing

  • Sponsorship satisfaction survey

    Survey · Feedback12 questions~4 min

    Review the value sponsors received, and find out who is ready to renew.

    sponsorship surveysponsor feedbackevent sponsor

  • Lead generation survey

    Survey · Feedback9 questions~3 min

    Learn what potential buyers need, then invite the ones who want help to talk.

    lead generation surveylead captureprospect research

  • Competitor research survey

    Survey · Market research14 questions~4 min

    Find out who you were compared with, on what, and why the buyer went the way they did.

    competitor researchwin loss surveycompetitive analysis

  • Insurance questionnaire

    Survey · Market research15 questions~4 min

    Collect needs, current cover and priorities before an insurance review call.

    insurance questionnaireinsurance needs assessmentinsurance intake

  • Customer loss survey

    Survey · Marketing12 questions~4 min

    Learn what changed for a customer who stopped buying, and how you compare with where they went.

    customer loss surveylost customer surveylapsed customer survey

  • Firmographics survey

    Survey · Marketing12 questions~4 min

    Profile the companies in your audience by size, sector, model and who makes buying decisions.

    firmographics surveyfirmographic dataB2B survey

  • Path to purchase survey

    Survey · Marketing11 questions~4 min

    Map the steps real customers took from first need to final purchase.

    path to purchasecustomer journey surveybuyer journey

  • Pricing survey

    Survey · Marketing11 questions~3 min

    Find out whether your price is clear, feels fair and holds up against the alternatives.

    pricing surveypricing page feedbackvalue perception

  • Client questionnaire

    Survey · Marketing14 questions~4 min

    Understand a client's goals and context before you recommend anything.

    client questionnairenew client questionnairediscovery questionnaire

  • Customer analysis survey

    Survey · Marketing12 questions~4 min

    Understand who buys from you, what problem they had and why they chose you.

    customer analysis surveycustomer profilecustomer research

  • Facebook lead generation quiz

    Quiz · Lead generation9 questions~3 min

    A plan-finder quiz for ad traffic that scores fit and flags who wants to start now.

    facebook lead generationlead quizfacebook ads

  • Multiple choice quiz

    Quiz · Lead generation11 questions~3 min

    Eight multiple choice questions on money basics, scored into three results, with an explained answer sheet by email.

    multiple choice quizfinancial literacy quizmoney quiz

  • Product recommendation quiz

    Quiz · Marketing8 questions~3 min

    Pets, light and space in, one houseplant that will survive the spot out.

    product recommendation quizproduct finder quizhouseplant quiz

  • Lead generation quiz

    Quiz · Marketing9 questions~3 min

    Nine quick questions that end in a tailored growth recommendation.

    lead generation quizlead magnet quizmarketing assessment

  • Personalized product recommendation quiz

    Quiz · Popular8 questions~3 min

    Brewing method, taste and priorities in, one clear coffee recommendation out.

    product recommendation quizproduct finder quizcoffee quiz

  • Ecommerce lead generation quiz

    Quiz · Popular9 questions~3 min

    A running shoe finder for online shops that earns the email instead of demanding it.

    ecommerce quizlead generation quizonline store quiz

  • 3D scanner recommendation quiz

    Quiz · Product recommendation10 questions~3 min

    Ask what they scan, how precisely and where, then point them to one of four scanner types.

    3d scanner quizproduct finderscanner buying guide

  • Bedding quiz

    Quiz · Product recommendation11 questions~3 min

    Score how warm someone sleeps and the feel they like, then suggest cool, all-season or cosy bedding.

    bedding quizsheet finderduvet quiz

  • Bike wheel quiz

    Quiz · Product recommendation10 questions~3 min

    Check compatibility first, then match road, gravel, mountain or commuter riders to the right wheels.

    bike wheel quizwheelset finderbike shop

  • Board game recommendation quiz

    Quiz · Product recommendation10 questions~3 min

    Match a group to a party, co-op, gateway, strategy or two-player game.

    board game quizgame recommendationgame night

  • Pétanque boules quiz

    Quiz · Product recommendation11 questions~4 min

    Send leisure players to a garden set and match club players to boules for pointing or shooting.

    petanque boules quizboules buying guidepetanque shop

  • Bridal accessories quiz

    Quiz · Product recommendation10 questions~3 min

    Match accessories to the dress, hair and wedding style, then suggest a coordinated look.

    bridal accessories quizwedding veil quizbridal jewellery

  • Bridesmaid dress quiz

    Quiz · Product recommendation11 questions~4 min

    Suggest matching, same-colour or mix-and-match dresses for the whole bridal party.

    bridesmaid dress quizbridal partybridesmaid colours

Frequently asked questions

What questions qualify a sales lead?

Most teams ask about the problem, the timeline, the budget range and who else is involved in the decision. Pick the two or three that matter most to you, since each extra question is one more reason to stop.

Should a demo request form ask about budget?

Ask for a range rather than a number, and make it one of the last questions. If budget decides whether you take the call, use branching to route small budgets to a self-serve ending.

Can reps log calls with a form?

Yes. The Sales call log records each call's outcome and next step, and exporting the responses to CSV gives you a simple record of the pipeline.

Ask like a person. Watch them finish.

Start freeSee pricing