Qualify inbound interest before your calendar fills up: demographics, budgets, timelines, qualitative goals—all delivered as conversation-ready threads filtered for sales or success follow-up instead of unstructured emails.
- Discovery questions curated for services teams
- Free entry tier
- Anti-spam + rate safeguards
Preview highlights
Nine structured signals—matching the bundled preset—tell reps who to prioritize first.
Full Name · Email · Company
Company Size: 11-50 ▾ · Service Needed: Consulting ▾
Budget Range: $5k-$20k ▾
Timeline: ⚪ Urgent ⚪ 1-3 mos ⚫ 6+ mos
Project Goals:
What are you looking to achieve?
☐ I agree to be contacted about my inquiry
Launch checklist
- Register and complete onboarding.
- Dashboard → Form → Fields → Use Template → Lead Capture / Client Intake.
- Map dropdown answers to CRM tags/internal notes (metadata in URLs supports campaign IDs).
- Share link or iframe.
Comparisons marketers feel
Manual Typeform/Google exports often mean retyping context into Slack; templated intake keeps conversational CRM hygiene without yet another Zapier shim.
Customization playbook
Tune budget buckets, timelines, consent copy. Append phone Short Text fields if webinars demand call-backs (field types).
Who needs it?
Consultancies, fractional teams, SaaS onboarding specialists—any funnel where qualitative story matters alongside firmographics.
FAQ
Can I gate PDF lead magnets behind this template? Link to gated assets after submitting or embed hidden metadata that maps to drip campaigns (metadata guide).