Answer a few questions so we can see how we can help.
Marketing template · 11 fields (9 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your leadgen service screening template
Answer a few questions so we can see how we can help.
Edit the services and budget ranges to match what you sell. Use the budget, timing and decision-maker answers to decide who gets a call and who gets a resource email. Set expectations on the call, not in the form.
The form separates phone number, company name, company website (optional), company size into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Edit the services and budget ranges to match what you sell. Use the budget, timing and decision-maker answers to decide who gets a call and who gets a resource email. Set expectations on the call, not in the form.
Customize the phone number and company name questions to match your records and terminology.
Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.
Every field, explained
Your full name (Name, required)
Work email (Email, required)
Phone number (Phone)
Company name (Short text, required)
Company website (optional) (Website)
Company size (Dropdown, required)
Which services are you interested in? (Multiple choice, required)
Monthly marketing budget (Dropdown, required)
When do you want to get started? (Single choice, required)
What is your biggest growth challenge right now? (Long text, required)
Who makes the final decision? (Single choice, required)
Frequently asked questions
What does this leadgen service screening template template collect?
Alongside contact details, it asks for phone number, company name, company website (optional), company size, which services are you interested in?, monthly marketing budget, when do you want to get started?, what is your biggest growth challenge right now?, who makes the final decision?. You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this leadgen service screening template form?
Edit the services and budget ranges to match what you sell. Use the budget, timing and decision-maker answers to decide who gets a call and who gets a resource email. Set expectations on the call, not in the form.
Can I edit this form and print a copy?
Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.