Qualify leads before the first call
A contact form says too little: a name, an email address and "please call me". So every enquiry gets the same discovery call, and the ones that were never a fit cost the same hour as the ones that were, while the serious buyer waits in the same queue.
The short way: A short intake questionnaire behind your website's contact page or an advertisement: an intro page that says what you offer and what happens next, the need in the client's words, the complex cases asked one more question, concerns, timing and a budget band, and contact details with consent to call back.
Ready-made templates for this
Prefer to start from a questionnaire rather than a description? These are already written.
Client Intake and Assessment Questionnaire
Lead Capture
Qualify a new client before the first call: the need, who is involved, concerns, timing, budget band and consent.
Service Enquiry Form
Lead Capture
A short enquiry form: the service, the job, and how soon.
Consultation Booking Request
Lead Capture
Accountants, lawyers and consultants: the matter in brief, any deadline, who the advice is for, format and times.
Agency and IT Project Enquiry
Lead Capture
Websites, apps, marketing and IT support: the goal, what is in place today, worries, deadline, budget and sign-off.
Type this — that’s your first draft
“A client intake questionnaire for my consultancy: what they need, how complex it is, their biggest concerns, timing, budget band and how to reach them, with consent to be contacted”
Build it now — freeFree to start. The Business plan adds webhooks / feed-out. Compare plans
No setup, no tutorial. The words above go with you — review what the AI builds, then share the link.
Starter brief: a client intake questionnaire
Change the words in square brackets to your own, then build. The AI keeps to the facts you give it.
Build a client intake questionnaire for [your business], which [what you do] for [who you serve]. Name: "[Client intake questionnaire]". Plain, confident English, no hype. Use ONLY the facts below: no invented numbers, clients or guarantees. Never ask for passwords, bank or card details. Show a progress bar. Most questions optional unless marked required. PAGE 1 "[A headline that says what you deliver]": display text only, no questions. It holds a heading, two sentences on what we do, a bulleted list of what the client gets, the line "About 5 minutes. We reply within [two business days].", and a Start button. PAGE 2 "Your needs": what they need help with (open text, required); where things stand (just looking; comparing options; ready to start; urgent); how many people or teams it affects (only me; one team; several teams; the whole organisation); only if several teams or the whole organisation: who else is involved and who decides (open text). PAGE 3 "Concerns": biggest concerns, pick up to 3 (cost; time; disruption; quality; data and records; a deadline or regulation; finding someone to trust); what a good result looks like in 6 months (open text). PAGE 4 "Timing and budget": when they want to start (within a month; in the next 3 months; later this year; no fixed date); budget in bands in my currency that do not overlap, plus "not set yet". PAGE 5 "How to reach you": name (required), organisation, email (required, email format), phone; preferred contact (email; phone; video call); consent (required, single checkbox): "I agree to [your business] contacting me about this enquiry." Thank-you message: "Thank you. We will read your answers and reply within [two business days]."
How it works — three steps
Questions that depend on an earlier answer are shown only to the people they apply to. A rule can show or hide a single question (it appears on the same page as soon as the answer that triggers it is given), show a whole page only when it applies, or jump past pages that don’t. Turn on Skip logic and the AI adds the rules; you can adjust them in the builder’s Logic tab.
- 1
Describe your business and what you need to know; the AI drafts the pages, the intro and the skip logic in minutes.
- 2
Turn on response alerts for the link and share it from your contact page, an email signature or an advertisement.
- 3
Read each lead as it lands, see which source sent it, and reply from the response before the first call.
What’s doing the work
AI builds it from your brief
Describe the business and the questions in plain words, or start from the brief below; the draft is ready to review in minutes.
Skip logic
A complex case is asked who else is involved and who decides; a simple one is not asked at all.
Response alerts
An email when a lead completes, as often as every minute, to you, and on Pro and up copied to up to five more addresses you add to the link.
Source tracking
UTM tags and Google and Microsoft Ads click IDs are kept with each lead on an identified web link, and Analyse counts leads by source and campaign.
Two-way messages
Write to a lead from their response; they get it by email and reply on a private page, no account needed.
Decision Report
One click reads every lead together: what people need, what worries them, and which answers come up together.
Webhooks / feed-outBusiness
Each completed lead can go on to your CRM as structured fields, not a notification email.
Questions people ask
Does asking more questions cost me enquiries?
Some, and the ones it costs are rarely the ones you wanted. Keep most questions optional, say how long it takes on the first page, and promise a reply time you can keep.
Can I see which advertisement a lead came from?
Yes. Add UTM tags to the link in each advertisement, or let Google Ads and Microsoft Advertising add their click IDs; each response keeps them, and Leads by source on Analyse's Overview tab counts them.
What should I never ask on an intake form?
Passwords, bank or card details, or anything you would not want in an email. Ask about the need, not for the keys to it.
Minutes, not weeks. That’s the deal.
Start freeFree to start. The Business plan adds webhooks / feed-out.