Leads and contacts

These templates turn a website visit into a request someone can act on. A bare «leave your phone number» form sends your sales team into a first call where they have to ask about the job, the timeline and the budget from scratch. A good intake form asks those things up front. Every extra field costs submissions, though, which is why the six templates here range from six blocks to fourteen.

The shortest is the contact form: name, email, subject, message and consent, usually embedded on a site as a widget. For services that need a conversation first, use the client intake questionnaire: project stage as cards, the job in the client’s own words, a budget band and a start date. For B2B sales there is the B2B lead form with industry, company headcount as a number field and a ranking of interests.

If you sell time rather than projects, pick the service booking form with a date and a preferred time slot, or the rental booking form with a check-in and check-out range and a guest count. Field teams get the site inspection form: address, map pin, photos of defects, documents and the inspector’s signature. It carries the most paid blocks in the catalog, and each can be swapped for a plain field.

A lead is worth most in the first hour, so do not leave answers sitting in the dashboard. A webhook pushes each submission into your CRM, and a Telegram notification reaches the sales rep as soon as the form is sent. Every template here includes a consent checkbox; swap in your own privacy policy text before you publish, not after the first complaint.

Routing new requests into a CRM or a chat instead of an inbox is covered in webhooks, CRM and chat. Everything about longer forms with input validation lives on the online questionnaire page.