Lead Generation Form Template
The classic capture-and-qualify form — a lean five-question exchange that turns page visitors into named, sourced, consented leads.
Tell us a little about yourself and what you want to achieve — it takes under a minute, and a real person reads every answer.
A lead generation form is a trade: the visitor gives you contact details and a sliver of context, and you give them a reason to believe the follow-up will be worth it. Every design decision in this template protects that trade from the two classic failure modes — asking so little that sales can't prioritize, and asking so much that nobody finishes.
Why these fields. Name and work email are the irreducible pair; without them there is no lead, only a pageview. The company website is optional on purpose — it costs the visitor five seconds but saves your team a research trip before the first call, and making it optional means it never blocks a submission. The single qualifying question ("what are you hoping to improve?") is the highest-leverage field on the page: one tap sorts every lead into a lane your team already thinks in, which is what makes tomorrow's follow-up list actually sortable. The consent question is deliberately its own choice with two honest options rather than a buried checkbox — leads who say "yes, keep me posted" convert into a mailing audience you can defend, and the ones who say no still get their reply.
The invisible fields do the attribution work. Two hidden fields, utm_source and utm_campaign, ride along with every submission. Share the form as yourlink?utm_source=linkedin&utm_campaign=spring and each response arrives already stamped with where it came from — no respondent ever sees these, but your CSV export gains two columns that settle every "which channel is working" debate with data instead of vibes. Create one link per placement and the form becomes its own attribution system.
What we left out. Phone number (asking for it before you've earned it is the single biggest completion killer in lead capture), budget questions (premature at this stage and easy to sandbag), and long message boxes (they belong on contact forms; here they slow the momentum the focus layout builds).
Who uses this. Agencies gate their "get a proposal" buttons with it, SaaS teams run it behind mid-funnel content, and consultants link it from speaking-gig bios. Because each response carries its source stamp, the same form serves every channel at once.
Make it yours. Rewrite the qualifying options in the vocabulary your sales team uses in their pipeline stages — the closer the match, the less translation between form and CRM. Wire a webhook in Settings so each lead lands in your tools the second it arrives, signed so you can verify the payload. And keep Focus mode on: one question per screen keeps the exchange feeling like a conversation, and the built-in spam stack (honeypot, timing checks, invisible proof-of-work) keeps bot "leads" out of your pipeline without a CAPTCHA in sight.
Frequently asked questions
How do the hidden UTM fields get filled in?
Append parameters that match the hidden field labels to your share link — for example ?utm_source=newsletter&utm_campaign=launch. The values are captured silently with each response and appear as columns in your responses view and CSV export.
Can leads flow straight into my CRM?
Yes — add a webhook in Settings and every submission POSTs to your endpoint in real time with an HMAC signature, with automatic retries if your endpoint is briefly down. CSV export covers the batch route.
Will bots pollute my lead list?
The form ships with layered protection: a honeypot field, submission-timing analysis, and an invisible proof-of-work challenge that escalates only when abuse patterns appear. Humans never see a puzzle.
Should I add more qualifying questions?
Only if sales genuinely acts on the answer. Each added required field lowers completion, so promote a question only when it changes who calls the lead or what they say.