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Sales & Revenue

Lead Qualification & Buying Intent Survey

Captures why a prospective lead engaged with you, what's triggering their search for a solution right now, and how close they are to a decision. An AI follow-up interview digs into the specific problem behind their interest so sales can prioritize and personalize outreach instead of guessing from a generic lead score.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Thanks for your interest in (Replace with your company/product name)! A few quick questions will help us understand your needs so we can follow up in the most useful way. Your responses are completely confidential and anonymized. About 7 minutes.

Q02
選択式必須

How did you first come across (Replace with your company/product name)?

  • Search engine
  • Social media
  • Referral from a colleague or friend
  • Industry event or webinar
  • (Replace with competitor A) comparison
  • Advertisement
  • Already knew about you
Q03
選択式必須

What's the main reason you're looking into a solution like this right now?

  • Current solution isn't working well
  • No solution in place today
  • Cost of current solution is too high
  • New team, project, or company initiative
  • Just researching for future needs
Q04
選択式必須

How are you currently handling this need?

  • Using a competing product
  • Using an internal/manual process
  • Not addressing it yet
  • Using multiple tools pieced together
Q05
ベスト・ワースト選択（MaxDiff）必須

When evaluating a solution like this, which of the following matters most to you?

  • Ease of setup
  • Price
  • Feature depth
  • Customer support quality
  • Integration with existing tools
  • Reputation and reviews
  • Scalability for growth
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q06
オピニオンスケール必須

Based on what you've seen so far, how well does (Replace with your company/product name) seem to fit your needs?

スケール: 1 – 7
最小:Not a fit at all最大:An excellent fit
Q07
選択式必須

What's your timeline for making a decision?

  • Within the next 2 weeks
  • Within 1-3 months
  • Within 3-6 months
  • More than 6 months out
  • No set timeline
Q08
選択式必須

Are you the primary decision-maker for this purchase?

  • Yes, I make the final decision
  • I'm one of several decision-makers
  • I'm researching on behalf of someone else
  • Not sure yet
Q09
AIインタビュー

Explore the specific problem driving this person's interest right now: what's broken or missing with their current approach, what triggered them to look today rather than earlier, and what a successful outcome would look like for them in the next few months. If they said they're 'just researching,' probe what would need to change for this to become a real priority. If they flagged low fit in the rating, find out exactly what's missing.

Q10
選択式

Which best describes your role?

  • Individual contributor
  • Manager
  • Director/VP
  • C-level/Executive
  • Founder/Owner
  • Prefer not to say
Q11
選択式

How many employees are at your company?

  • 1-10
  • 11-50
  • 51-200
  • 201-1000
  • 1000+
  • Prefer not to say
Q12
メッセージ

That's everything — thank you! Your answers help us reach out with information that's actually relevant to what you're trying to solve.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Includes an AI follow-up interview that probes the specific problem driving the lead's interest right now, giving sales real context instead of a generic lead score
  • Uses a max-diff exercise to surface what actually matters most to the prospect when evaluating a solution, not just a single multiple-choice guess
  • Captures decision-maker status, timeline, role, and company size alongside intent signals, so leads can be prioritized and routed accurately
  • Opens and closes with conversational chat messages, keeping the experience approachable while still collecting structured qualification data

QuestionPro

Customer Lead and Qualification Survey Template

This is a fielding-ready survey template built specifically for lead qualification, covering similar ground (source, need, fit). It comes from an established enterprise survey platform with broad question-type support and reporting tools. Like most static templates, it relies on pre-set multiple-choice questions rather than adapting to each respondent's actual situation.

優れている点

  • Purpose-built for lead qualification rather than a generic lead-gen form
  • Backed by a mature survey platform with established reporting and logic features
  • Likely customizable question set for different qualification criteria

物足りない点

  • No adaptive AI interview to dig into the specific reason behind a lead's interest
  • No published methodology for how responses are scored or interpreted
  • No voice AI interview option for richer qualitative capture

SurveyMonkey

Lead Generation Form Template

A straightforward, fielding-ready lead generation form from a widely used survey platform, likely focused on capturing contact details and basic interest rather than deep qualification. It's a good fit for simple top-of-funnel capture but appears lighter on buying-intent or decision-stage questions. As a static form, it won't adapt based on what a lead says.

優れている点

  • Simple, familiar form-builder experience from a mainstream platform
  • Easy to deploy quickly for basic lead capture
  • Integrates with SurveyMonkey's broader distribution and analysis tools

物足りない点

  • No adaptive follow-up questioning to explore why a lead is looking now
  • No automated per-response quality scoring
  • No AI or voice interview component, just fixed form fields

SurveySparrow

Lead Generation Template

A chatbot-style lead generation template that presents questions conversationally, which is a step up from a flat form in terms of engagement. It's fielding-ready but still runs on a fixed question sequence rather than genuine adaptive probing. Useful for casual, low-friction capture rather than in-depth intent qualification.

優れている点

  • Conversational chatbot format likely improves completion rates over static forms
  • Marketing-focused template designed for top-of-funnel lead capture
  • Simple to embed for quick lead generation use cases

物足りない点

  • Chatbot flow follows scripted branching, not true AI-driven follow-up interviewing
  • No mention of voice AI interviews or guided screen-share tasks
  • No transparent, published prompts or automated quality scoring per response

よくあるご質問

「Lead Qualification & Buying Intent Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for your interest in (Replace with your company/product name)! A few quick questions will help us understand your…」・「How did you first come across (Replace with your company/product name)?」・「What's the main reason you're looking into a solution like this right now?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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