SayPro Lead Capture Form Template

SayPro Templates to Use

Lead Capture Form Template

The Lead Capture Form Template is a tool for collecting and tracking potential leads during an event. It ensures that all necessary information about prospective clients or partners is recorded, allowing for efficient follow-up after the event. This template helps streamline the lead generation process, ensuring that no important details are overlooked.

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SayPro Lead Capture Form Template

1. Contact Information

Field	Details
Full Name	____________________________________________
Job Title	____________________________________________
Company Name	____________________________________________
Email Address	____________________________________________
Phone Number	____________________________________________
Website	____________________________________________

2. Event Details

Field	Details
Event Attended	____________________________________________ (e.g., Trade Show, Conference Name)
Date of Interaction	____________________________________________ (Date of initial interaction with the lead)
Booth Number/Location	____________________________________________ (Booth or area where the lead was captured)

3. Lead Qualification

Field	Details
Interest Level	☐ High ☐ Medium ☐ Low (Rate the lead’s interest in products/services)
Needs/Interest	____________________________________________ (Describe the lead’s primary needs or interests)
Budget	☐ $0-$10,000 ☐ $10,000-$50,000 ☐ $50,000+
Timeline	☐ Immediate ☐ 1-3 Months ☐ 4-6 Months ☐ 6+ Months

4. Product/Service Interest

Field	Details
Product/Service of Interest	☐ Product A ☐ Product B ☐ Product C ☐ Service X ☐ Service Y
Specific Questions or Requests	____________________________________________ (Any questions or requests they may have)

5. Follow-Up Actions

Field	Details
Follow-Up Action Required	☐ Email ☐ Phone Call ☐ Meeting ☐ Demo ☐ Quote
Preferred Contact Method	☐ Email ☐ Phone ☐ Both
Follow-Up Date	____________________________________________ (Set a date for follow-up)
Assigned Salesperson	____________________________________________ (Assign the lead to the appropriate team member)

6. Additional Notes

Field	Details
Notes	____________________________________________ (Any additional information about the lead)

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Instructions for Use

1. Collect Information:
   During the event, fill in the form for each lead you interact with. Ensure that you gather complete contact details, including name, email, and phone number.
2. Qualify the Lead:
   Assess the interest level and potential value of the lead by marking the appropriate boxes (interest level, needs, budget, etc.). This helps prioritize follow-ups and tailor the approach.
3. Identify Needs:
   Understand what product or service the lead is most interested in. Record any specific questions or requests they might have, as this information will guide your follow-up communication.
4. Define Follow-Up Actions:
   Based on the conversation, determine the follow-up actions required (email, call, meeting, etc.). Set a date for follow-up and assign the lead to the appropriate salesperson or team member.
5. Review and Track:
   After the event, ensure all leads are transferred into the CRM system for tracking and follow-up. Regularly review the collected lead forms and ensure follow-up actions are completed within the planned timeframe.

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Lead Capture Form Example

Lead Capture Form

Field	Details
Full Name	John Doe
Job Title	Marketing Manager
Company Name	ABC Enterprises
Email Address	johndoe@abc.com
Phone Number	(555) 123-4567
Website	www.abc.com
Event Attended	XYZ Trade Show 2025
Date of Interaction	02/12/2025
Booth Number/Location	Booth #15
Interest Level	☐ High ☐ Medium ☑ Low
Needs/Interest	Interested in digital marketing solutions.
Budget	☐ $0-$10,000 ☐ $10,000-$50,000 ☑ $50,000+
Timeline	☐ Immediate ☐ 1-3 Months ☐ 4-6 Months ☑ 6+ Months
Product/Service of Interest	☐ Product A ☐ Product B ☑ Product C ☐ Service X ☐ Service Y
Specific Questions or Requests	Request more information about the features of Product C.
Follow-Up Action Required	☑ Email ☐ Phone Call ☐ Meeting ☐ Demo ☐ Quote
Preferred Contact Method	☑ Email ☐ Phone ☐ Both
Follow-Up Date	02/19/2025
Assigned Salesperson	Jane Smith
Notes	Needs a customized demo of Product C to show to their team.

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Conclusion

The Lead Capture Form Template ensures that all critical information about potential leads is collected efficiently during the event. By using this template, SayPro can effectively track leads, prioritize follow-ups, and convert prospects into valuable clients or partners.