SayPro Lead Generation Form Template

A standardized form for collecting and tracking leads from campaign interactions.

Lead Generation Form Template

Basic Information

1. Full Name
   • [First Name]
   • [Last Name]
2. Email Address
   • [Insert Email]
3. Phone Number
   • [Insert Phone Number] (Optional)
4. Company Name (if applicable)
   • [Insert Company Name] (Optional)
5. Job Title
   • [Insert Job Title] (Optional)
6. Location
   • [City, State/Region, Country]

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Lead Qualification Questions

1. What is your primary interest in our product/service?
   •  Product/Service Information
   •  Request a Demo
   •  Make a Purchase
   •  Partnership/Collaboration
   •  Other: [Insert Text Field]
2. What is your industry?
   •  Technology
   •  Healthcare
   •  Retail
   •  Finance
   •  Education
   •  Other: [Insert Text Field]
3. What is the size of your company?
   •  1-10 Employees
   •  11-50 Employees
   •  51-200 Employees
   •  201+ Employees
   •  Self-employed
4. What is your estimated budget for this project? (if relevant)
   •  Less than $500
   •  $500 – $2,000
   •  $2,000 – $5,000
   •  $5,000+
   •  Not Sure
5. When do you plan to make a decision?
   •  Within the next week
   •  Within the next month
   •  Within the next 3 months
   •  Not sure yet

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Lead Source Information

1. How did you hear about us?
   •  Social Media (Facebook, Instagram, LinkedIn, etc.)
   •  Google Search
   •  Referral
   •  Event or Webinar
   •  Advertisement (e.g., online, email)
   •  Other: [Insert Text Field]
2. Which campaign led you to this form?
   • [Insert Campaign Name/Details or Dropdown List of Campaigns]

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Consent and Agreement

1. I agree to receive follow-up communication related to this inquiry.
   •  Yes
   •  No
2. I agree to the privacy policy and terms of service.
   •  Yes
   •  No

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Notes/Additional Information

• [Insert Text Field for any additional comments or specific information provided by the lead.]

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Lead Status

1. Lead Status (to be filled by sales team):
   •  New Lead
   •  Contacted
   •  Qualified
   •  Not Qualified
   •  Converted (Closed Sale)
   •  Unresponsive
2. Assigned Sales Representative
   • [Insert Sales Rep Name]

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Follow-Up Information

1. Follow-up Date
   • [Insert Date for Next Follow-up]
2. Follow-up Method
   •  Email
   •  Phone Call
   •  Social Media Message
   •  In-Person Meeting

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This Lead Generation Form Template helps you capture and organize critical lead information, making it easier for sales teams to follow up effectively and track the status of leads through the funnel. You can customize the form depending on the type of product or service you’re offering, as well as the details you wish to collect.