Contact & Lead Generation
Qualify Before The Call template
Tell us about the work
Four short questions first, so the call starts on your problem instead of the basics.
9
Fields
4
Required
4
Field Types
Yes
Multi-Step
Why Use This Template
- An enquiry arrives with the team size, the problem and the timeline already answered
- The problem question is worded for the kind of work they picked
- Four short questions, so nobody is asked to write a brief before a reply
Common Use Cases
- A consultant deciding which enquiries are worth a call this week
- An agency that wants scope and timing before the first meeting
- A small team quoting work where the size of the team changes the price
Form Fields
What do you need help with?
Choice Required
4 options
What can we help with?
Long Text
Roughly how big is the team this is for?
Choice Required
4 options
What is the work?
Long Text
What keeps going wrong at the moment?
Long Text
What are you trying to decide?
Long Text
When would you want to start?
Choice Required
4 options
Your name
Text
Where should we reply?
Email Required
Submit button: Send this over
Success message: Thanks. We have enough to come back to you with something useful rather than a form letter.
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