Free B2B Lead Qualification Form template
Qualify inbound interest: need, authority, timeline, and budget in one pass.
6 questions · 1 page · about 3 minutes to answer · fully editable after you start
Decision playbook: Which enquiries should we follow up first?
The Decision Report will tell you: Each enquirer's problem, role in the decision, timeline and budget, so the ready buyers stand out.
What would change the decision: Most enquirers with no budget or no timeline, which says the list needs nurturing before a sales call.
Starting from here saves the decision with your survey, and the report's verdict answers it.
Inbound leads answer qualification questions happily at the moment of interest and resentfully three follow-ups later. This form captures BANT while attention is warm: the need in their words, role in the decision, evaluation timeline, budget existence, and the current-solution context that shapes your first call.
Route complete responses straight to sales with the answers attached; reps can open the discovery call with the prospect's own words rather than a cold script.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Tell us what you need
Thank you for your interest in what we do. This form tells us about you and the problem you are trying to solve, so we can follow up usefully. It takes about 3 minutes.
Q1.Your details*
Q2.What problem are you trying to solve?*
Q3.Your role in this decision?*
- I decide
- I recommend to the decision-maker
- I am researching for the team
Q4.Evaluation timeline?*
- This month
- This quarter
- This year
- Just researching
Q5.Is budget identified?
- Yes
- In planning
- No / do not know
Q6.What do you use today for this?
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