Lead generation form template
A demo or consultation request that asks who they are, what they need and how soon, scores the answers, and offers ready buyers a booking link.
Your name
11 questions · about 2 min · logic · prefill from the link
- No sign-up to start
- Unlimited responses on Free
Print it as a PDF Word version
Change the questions in Word, then print.
What you get back
Every response lands in your results the moment it is sent. Turn on email notifications and each one arrives like this, and the same answers become a row in your spreadsheet.
From PulseFormCreator
Subject New response to Book a demo
- Your name
- Hannah Brooks
- Work email
- hannah.brooks@example.com
- Company
- Northwind Logistics
- Company website (optional)
- https://northwind.example.com
- How many people would use it?
- 51–200
- What should the demo cover, …?
- We book about 300 deliveries a week by email and spreadsheet. I want to see how drivers would confirm drop-offs.
and 3 more answers
| submitted_at | Your name | Work email | Company | Company website (optional) | How many people would use it? |
|---|---|---|---|---|---|
| 23 Sep 2026 09:41 | Hannah Brooks | hannah.brooks@example.com | Northwind Logistics | https://northwind.example.com | 51–200 |
Export to CSV or Excel, or send responses to Google Sheets, Notion, Airtable, Slack or a webhook. All free.
What happens after someone submits
Every lead is scored, saved and followed up, with no spreadsheet in between.
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Submitted
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A ready buyer finishes
A Book a time button opens your booking page with their name and email already filled in.
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The lead comes in
AI triage sets its priority and sums up what they need in one line.
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Straight after
The lead lands in People, with their answers and every email and reply on one timeline.
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Over the next week Pro
Three short follow-up emails go out, and they stop as soon as the lead replies.
What this form asks, and why
Only what decides the next step: who they are, what they need and how soon. A name, an email and the need are standard; only 3 of 11 forms ask a budget and 2 of 11 forms ask team size. Ours adds just the three questions that score.
The last column shows how often real lead generation forms ask for it.
| Question | Why it is there | Real forms |
|---|---|---|
| Your name Required | Asked on 11 of 11 forms. The first name comes back in the next question and on the thank-you screen. | 11 of 11 forms |
| Work email Required | Labeled “work email”, as on 3 of 11 forms, but free addresses go through: a founder on Gmail is still a lead. | 3 of 11 forms |
| Company Required | Required, and asked on 8 of 11 forms: a demo is for a company, not a person. | 8 of 11 forms |
| Company website (optional) | Optional, and asked on 3 of 11 forms. It saves sales a search before the call. | 3 of 11 forms |
| How many people would use it? Required | Scores the lead and decides whether budget is asked. It is the quickest sign of fit. | 2 of 11 forms |
| What should the demo cover, Hannah? Required | The question every form shares: what the demo should cover. | 11 of 11 forms |
| When do you want to start? Required | Scores urgency. With budget, it decides who sees your booking link. | 2 of 11 forms |
| Do you have a budget in mind? Only when “How many people would use it?” is “2–10”, “11–50”, “51–200” or “201+” | Optional, and hidden for one-person teams. The forms that ask it are all agencies. | 3 of 11 forms |
| Phone (optional) | Asked on 8 of 11 forms, most of them required. Optional here: a required number turns away people who only want to read. | 8 of 11 forms |
| How did you hear about us? | Asked on 5 of 11 forms. “An AI assistant” is an option because 10up’s list now names ChatGPT and Claude. | 5 of 11 forms |
| Product news | Unchecked and separate from the privacy line, where 10up bundles the two into one box. | 3 of 11 forms |
What we left out
- Revenue and industry. Industry appears on 2 of 11 forms and revenue on 1 of 11 forms. Sales can read both from the website.
- A calendar inside the form. Apptivo books the slot inside its form. Here only ready leads see your booking link, on the thank-you screen.
- Job title. Asked on 1 of 11 forms. What they want the demo to cover tells you more.
What 11 real lead generation forms ask
How many include each field, from forms organizations use today. Part of the Form Field Index.
- Description 11 of 11
- Email address 11 of 11
- Name 11 of 11
- Organization or company 8 of 11
- Phone number 8 of 11
- How they heard about you 5 of 11
- Agreement to terms 3 of 11
- Labelled “work email” 3 of 11
Read September 2026 · US 9, Australia 1, UK 1 · Sources
- Tighten Co. · software development agency, US
- Viget Labs · digital agency, US
- 10up · digital agency, US
- Jives Media · digital marketing agency, US
- Apptivo Inc. · software company (CRM), US
- Webprofits · growth marketing agency, Australia
- Box UK · software development consultancy, UK
- Usersdot.ai, Inc. · software company (AI user research), US
- Orbit Media Studios · web design agency, US
- Lullabot · digital agency, US
- Four Kitchens · digital agency, US
How the form changes as people answer
Most people see a shorter form. These questions and screens only appear when an answer calls for them.
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When “How many people would use it?” is “2–10”, “11–50”, “51–200” or “201+”
shows “Do you have a budget in mind?”
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When “When do you want to start?” is “This month” or “In 1–3 months” and “Do you have a budget in mind?” is not “Under $1,000”
shows the “Let’s find a time, Hannah” ending
Make it yours
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Offer ready leads a booking link
Add your Calendly, Cal.com or HubSpot link to the “Book a demo” button. Only leads who need it soon and have a budget see it.
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Keep the campaign with the lead
The utm_source, utm_medium, utm_campaign and gclid hidden fields fill from your ad links and are saved with every lead.
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Create the contact in your CRM
In the Workflows tab, Zapier, Make or a webhook adds each request to HubSpot, Pipedrive or Salesforce as it arrives.
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Pick the version that fits
Choose “Agency or consultancy project” for a project brief, “Download or lead magnet” to trade a guide for an email, or “Local service” for the job, a ZIP or postal code and a call back.
Good practice and the law
- UK
Pre-checked boxes are not consent, and each purpose needs its own box, so product news gets a separate, unchecked box. ICO, what is valid consent
- US
If leads join your marketing emails, CAN-SPAM needs an opt-out in every message, honored within 10 business days. FTC, CAN-SPAM compliance guide
Questions about this template
How is a lead generation form different from a contact form?
A contact form takes any message. A lead form asks what sales needs before the first call, scores the answers and offers ready buyers a booking link. For plain questions, use the contact us form.
Should the form reject Gmail and Outlook addresses?
We would not. Freelancers and founders on free addresses still buy, so this form lets them through.
What does the lead score add up?
Team size, timing and budget score 0 to 4 each, so a lead scores 0 to 12, saved with the request as Lead score.
What happens to someone who is just researching?
They finish on the second thank-you screen, with your guide instead of a booking link, and the request still reaches you.
Which form do you need?
Not quite the job? One of these may fit, or browse all contact and feedback forms.
- customer inquiry form
When sales is one of several teams and inquiries need routing by type.
- email signup form
When people want regular emails, not one download.
- website project brief
When an agency lead turns into a website project and you need the full brief before you quote.
Start with the lead generation form template
Open it in the editor, add your booking link to the first thank-you screen and share it.
By Michael Hodge, founder of PulseFormCreator. Updated 23 Sep 2026.