This Lead Generation Form Template is designed to collect and track leads generated from SayPro’s digital advertising campaigns. It provides a structured format to capture essential lead information and monitor the performance of lead-generating campaigns.
Lead Generation Form Template
1. Campaign Information
- Campaign Name:
- Campaign Start Date:
- Campaign End Date:
- Platform: (e.g., Facebook, Google Ads, LinkedIn, etc.)
- Lead Source: (Where the lead came from – e.g., social media, landing page, ad click, etc.)
- Lead Status:
- New
- Contacted
- Qualified
- Converted
- Closed
2. Lead Contact Information
- First Name:
- Last Name:
- Email Address:
- Phone Number: (Optional, if applicable)
- Company Name: (Optional, if applicable)
- Job Title: (Optional, if applicable)
- Location: (City, State, Country)
3. Lead Qualification Information
- Interest Level:
- High
- Medium
- Low
- Lead Type: (Select one or more)
- Prospect
- Customer
- Returning Visitor
- Referral
- Product/Service Interested In:
- Product A
- Product B
- Service X
- Service Y
- General Inquiry
- Lead’s Primary Goal: (What does the lead want to achieve?)
- Purchase
- Sign-up
- Information Request
- Demo Request
- Other (specify)
4. Campaign Interaction Details
- Interaction Type: (What campaign element did the lead interact with?)
- Poll
- Quiz
- Video
- CTA Button
- Downloadable Content
- Form Submission
- Other (specify)
- Date of First Interaction:
- Date of Lead Submission:
5. Lead Source Attribution
- Channel: (Which marketing channel did the lead come from?)
- Social Media (Facebook, Instagram, etc.)
- Search Ads (Google Ads, Bing Ads, etc.)
- Email Campaign
- Referral
- Organic Search
- Display Ads
- Other (specify)
- Ad or Campaign URL: (Link to the specific ad or page where the lead came from)
6. Lead Follow-Up Details
- Assigned Sales Representative:
- Follow-Up Date:
- Follow-Up Status:
- Not Contacted
- Contacted
- Meeting Scheduled
- Demo Given
- Qualified
- Converted
- Not Interested
- Lead Notes: (Any specific notes about the lead’s needs, preferences, or requests)
7. Conversion Metrics
- Conversion Status:
- Lead Converted to Customer
- Lead Not Converted
- Amount (If Applicable): (For sales leads, include the potential or realized deal value)
- Close Date: (Date when the conversion was completed, if applicable)
8. Additional Information (Optional)
- Lead Source Comments: (Any additional information on how the lead was acquired or interacted with the campaign)
- Lead’s Feedback or Questions: (Any questions or feedback provided by the lead)
Prepared by: (Employee Name)
Date: (Date of Lead Generation Form Submission)
Campaign Manager/Approval: (Campaign Manager’s Name)
Template Usage Tips:
- Customization: Feel free to customize sections based on specific campaign goals and the type of information you need to capture. For instance, you can add additional questions or fields relevant to your specific sales process.
- Data Consistency: Make sure that the information is consistently captured for each lead to ensure accurate tracking and follow-ups. Use dropdowns, checkboxes, or standardized fields to minimize errors and discrepancies.
- Integration: If using CRM tools like Salesforce or HubSpot, ensure this form can be integrated with those platforms to automatically log leads or set reminders for follow-ups.
- Real-Time Tracking: Consider using Google Forms, Typeform, or another lead tracking tool to enable real-time collection and easy organization of leads.
By using this Lead Generation Form Template, SayPro can streamline the collection, tracking, and follow-up of leads generated from digital campaigns, improving lead conversion and campaign success.
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