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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.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

11 questions · ~6 min
Q01
Message

A few quick questions so the right person can help you fast — and so your first call skips the twenty questions and goes straight to your situation. Under 7 minutes.

Q02
Contact formRequired

First, the basics:

Q03
DropdownRequired

How many people work at your company?

  • Just me
  • 2–10
  • 11–50
  • 51–200
  • 201–1,000
  • 1,000+
Q04
Multiple ChoiceRequired

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
Multiple ChoiceRequired

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
Multiple ChoiceRequired

When do you want a solution in place?

  • Within a month
  • This quarter
  • Within 6 months
  • No timeline yet
Q07
Multiple ChoiceRequired

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
DropdownRequired

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
Short Text

Which other options are you evaluating, if any?

Q10
AI Interview

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
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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 Template

Comprehensive 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.

What it does well

  • 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

Where it falls short

  • 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 Template

BANT-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.

What it does well

  • 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

Where it falls short

  • 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

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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