QuestionPunkQuestionPunk
Start free
All templates

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.

Use this templateBrowse more templates

Sample questions

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

12 questions · ~7 min
Q01
Message

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. About 7 minutes.

Q02
Multiple ChoiceRequired

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
Multiple ChoiceRequired

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
Multiple ChoiceRequired

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
Best–Worst Trade-off (MaxDiff)Required

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
Pick best & worst per setBest:Matters mostWorst:Matters least
Q06
Opinion ScaleRequired

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

Scale: 1 – 7
Min:Not a fit at allMax:An excellent fit
Q07
Multiple ChoiceRequired

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
Multiple ChoiceRequired

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 Interview

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
Multiple Choice

Which best describes your role?

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

How many employees are at your company?

  • 1-10
  • 11-50
  • 51-200
  • 201-1000
  • 1000+
  • Prefer not to say
Q12
Message

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

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

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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

Ready to launch?

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

Use this templateStart free