Q01
Message
All templatesSales & 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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
11 questions · ~6 min
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 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.
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 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.
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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