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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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분

Q01

메시지

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

객관식필수

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

객관식필수

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

객관식필수

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

최선·최악 선택형(MaxDiff)필수

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

세트별 최선·최악 선택최선:Matters most최악:Matters least

Q06

의견 척도필수

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

척도: 1 – 7

최소:Not a fit at all최대:An excellent fit

Q07

객관식필수

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

객관식필수

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 인터뷰

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

객관식

Which best describes your role?

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

Q11

객관식

How many employees are at your company?

1-10
11-50
51-200
201-1000
1000+
Prefer not to say

Q12

메시지

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

포함된 기능

AI 후속 질문
정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.
주의력 확인 장치
성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.
AI가 작성한 문안
문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.
자동 리포트
응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

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.

잘하는 점

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

아쉬운 점

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.

잘하는 점

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

아쉬운 점

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.

잘하는 점

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

아쉬운 점

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

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