Q01
メッセージ
すべてのテンプレートSales & Revenue
Lead Qualification & ICP Fit Survey
Qualify inbound interest without a discovery call: problem urgency, budget authority, timeline, and current stack — plus an AI follow-up that captures the story behind the checkbox answers, so sales opens the first call already knowing the pain.
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11問・約6分
Q02
設問必須
First, the basics:
Q03
プルダウン必須
How many people work at your company?
- Just me
- 2–10
- 11–50
- 51–200
- 201–1,000
- 1,000+
Q04
選択式必須
What's driving your interest right now?
- A specific project with a deadline
- Replacing a tool that isn't working
- Building a new capability from scratch
- Comparing options for a future decision
- Just exploring
Q05
選択式必須
What are you using to solve this today? Select all that apply.
- A competing product
- Spreadsheets and manual work
- An internal tool we built
- An agency or consultant
- Nothing yet
Q06
選択式必須
When do you want a solution in place?
- Within a month
- This quarter
- Within 6 months
- No timeline yet
Q07
選択式必須
What's your role in the decision?
- I own the budget
- I recommend to the budget owner
- I'm researching for my team
- Not sure yet
Q08
プルダウン必須
Is there budget identified for this?
- Yes — approved
- Yes — pending approval
- No, but we can make the case
- No budget
- Too early to say
Q09
自由回答（短文）
Which other options are you evaluating, if any?
Q10
AIインタビュー
Capture the discovery-call story: the specific event that put this problem on their desk now, what failure with the current approach looks like concretely, how they'll judge whether a solution worked after 90 days, and who else is involved in the decision. Be efficient and respectful of time — three or four sharp follow-ups, no selling.
Q11
メッセージ
Perfect — you're all set. The right person will reach out shortly, already briefed on your situation, so the first conversation starts where this one ended.
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
- An AI follow-up captures the discovery-call story — trigger, failure cost, success criteria, decision circle — before the first call happens
- Covers budget, authority, need, and timeline without reading like an interrogation form
- Competitor and current-stack questions map the deal landscape for the rep on day one
- Contact details route with full context attached, so the first conversation starts where the form ended
Jotform
Lead Qualification Form TemplateComprehensive five-section form (contact, company profile & solution fit, role & purchasing readiness, current solution & competitive landscape, qualification outcome & sales assignment) with 25+ fields, conditional logic, and CRM integrations. Extremely thorough as a data-capture intake, but it is a static form with no conversational qualification or automated lead scoring/routing intelligence beyond show/hide rules.
優れている点
- Very complete field taxonomy across contact, firmographics, budget, authority, timeline, incumbent solution, and competitor set
- Conditional logic to show/hide fields based on prior answers
- Dedicated outcome section capturing qualification status, next steps, and assigned rep
- Integrates with CRM, email marketing, and automation tools
物足りない点
- Long static form can feel like an interrogation; no conversational, one-at-a-time adaptive flow to reduce drop-off
- No AI follow-up that probes vague answers (e.g., asks a rep-style clarifier when 'budget: unsure' is selected)
- No built-in lead scoring or AI qualification verdict; qualification status is manually entered
- No attention/spam gating to filter junk inbound submissions
Typeform
Lead Qualification Form TemplateBANT-oriented conversational form (problem, budget, timeline, decision-makers, company size, prior solution) with one-question-at-a-time flow, conditional routing, and 300+ CRM integrations. Feels less interrogative than a classic form, but routing is pre-authored logic and there is no generative AI probing or native scoring.
優れている点
- BANT-framed question set (problem, budget, timeline, decision-makers) that maps cleanly to sales qualification
- Conversational one-question-at-a-time flow that feels less like an interrogation and lifts completion
- Smart conditional routing sends prospects down different paths by answer
- Auto-sync to CRM with 300+ integrations and adaptable scoring criteria
物足りない点
- Routing is fixed logic, not AI that generates a tailored follow-up from a prospect's stated pain point
- Scoring criteria are user-configured rules; no AI-derived qualification verdict or summary
- No attention/quality checks to weed out low-intent or bot submissions
- No transparent interviewer reasoning or auto lead-brief report handed to the sales rep
よくあるご質問
「Lead Qualification & ICP Fit 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11問含まれており、最初の設問は次のとおりです：「A few quick questions so the right person can help you fast — and so your first call skips the twenty questions and goes…」・「First, the basics:」・「How many people work at your company?」。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、11問を約6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。
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