B2B sales teams
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Job Title” in particular and adapt it to the detail you need.
Lead Generation Form Template
Not all leads are created equal. This lead generation form captures the qualifying information your sales team needs — company size, industry, what they're interested in, and what problem they're trying to solve — so every conversation starts with context instead of 20 minutes of discovery questions.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
About this template
A lead generation form is more than a contact form — it's the first step in a sales qualification process. The difference between a contact form and a lead gen form is the qualifying information: company size, industry, and what the prospect is actually looking for. That information determines whether a lead should go to a full sales cycle, a self-serve demo, or a pricing page.
More about this template
This template captures the essentials without overwhelming prospects. Work email (not personal email) signals professional intent and connects to your CRM enrichment tools. Company size and industry let your team segment leads instantly. The interest checkboxes reveal intent — someone checking 'custom quote' is further along the funnel than someone checking 'general information'. The open-ended problem field is where the most valuable context lives: a prospect who writes 'we're spending 15 hours a week on manual reporting' has told you exactly how to open the conversation.
Every lead submitted goes straight to your notification email so follow-up happens within minutes, not hours. Speed-to-contact is one of the strongest predictors of lead conversion — companies that respond within an hour are 7x more likely to qualify a lead than those that respond after an hour. formformform's instant notifications give you that advantage for free, with no per-lead fees and no caps.
10 fields to make your own2 required in this starting form
Make it fit your workflow.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
The questions, explained
Fields in this template
Review the starting questions and choices. You can change them in your own copy.
Full Name
Jane Smith
Work Email
jane@company.com
Phone Number
(555) 123-4567
Company Name
Acme Corp
Job Title
VP of Marketing
Company Size
6 choices
- Just me
- 2–10 employees
- 11–50 employees
- 51–200 employees
- 201–1,000 employees
- 1,000+ employees
Industry
11 choices
- Technology / Software
- Healthcare
- Finance & Banking
- Retail & E-commerce
- Education
- Manufacturing
- Professional Services
- Marketing & Advertising
- Nonprofit
- Real Estate
- Other
What are you most interested in? (check all that apply)
6 choices
- Product demo
- Pricing information
- Free trial
- Custom quote
- Partnership opportunity
- General information
How did you hear about us?
7 choices
- Google search
- Social media
- Referral from a colleague
- Industry event or conference
- Online ad
- Blog or article
- Other
What problem are you trying to solve?
A few sentences about your current situation and what you're looking for help with.
Where it fits
Who uses this template
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
SaaS companies
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Company Size” in particular and adapt it to the detail you need.
Marketing agencies
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Industry” in particular and adapt it to the detail you need.
Consultants and coaches
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “What are you most interested in? (check all that apply)” in particular and adapt it to the detail you need.
Service businesses
Ask for the context needed to understand the request before replying. This reduces the back-and-forth needed to establish the basic facts. Review “How did you hear about us?” in particular and adapt it to the detail you need.
Software vendors
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “What problem are you trying to solve?” in particular and adapt it to the detail you need.
Professional service firms
Ask for the context needed to understand the request before replying. This reduces the back-and-forth needed to establish the basic facts. Review “Job Title” in particular and adapt it to the detail you need.
Startups building a sales pipeline
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Company Size” in particular and adapt it to the detail you need.
What's included
Name, work email, phone, and company fields
Company size and industry dropdowns for lead qualification
Interest checkboxes (demo, pricing, free trial, custom quote)
Attribution dropdown to track your best lead sources
Open-ended 'problem to solve' field for sales context
Instant email notification for every new lead
Free with unlimited lead captures
How to create a lead generation form
- 1
Click 'Use this template' to open the lead generation form in formformform.
- 2
Customize the intro paragraph with your value proposition and response time commitment — 'We'll respond within one business day' sets expectations and increases form completion.
- 3
Update the Interest checkboxes to match your actual offerings — if you don't offer a free trial, remove that option and add whatever is relevant to your business.
- 4
Adjust the Industry dropdown to include the specific verticals you serve, and remove industries you don't sell into.
- 5
Set your sales team's email or CRM alias as the notification recipient for immediate follow-up.
- 6
Embed the form on your website's homepage, pricing page, product page, and any landing pages driving paid traffic.
Best practices for your lead generation form
Follow up within the hour
the probability of qualifying a lead drops sharply after the first hour. Set up your notification email to reach whoever does first-response immediately.
Use work email, not personal
the work email field signals that you're targeting professionals. It also integrates better with CRM enrichment tools like Clearbit or Apollo.
Don't ask for too much
every field you add beyond the essentials reduces conversion rates. This template is calibrated for B2B lead qualification; remove optional fields if your audience resists long forms.
Place it where intent is highest
a form on your pricing page converts better than a form on your about page. Embed it where visitors are actively evaluating whether to buy.
Use the 'How did you hear about us' data
attribution data from this dropdown tells you which marketing channels produce the most qualified leads, which shapes budget decisions.
Personalize your follow-up using form data
reference the specific interest they checked and the problem they described in your first outreach. 'I saw you're interested in a custom quote and mentioned you're struggling with X' converts dramatically better than a generic 'Thanks for reaching out'.
Frequently asked questions
Is this lead generation form template free?
Yes, completely free. You can capture unlimited leads with no per-lead fees and no subscription required.
Can I connect this form to my CRM?
You can use Zapier or similar automation tools to automatically create contacts in Salesforce, HubSpot, Pipedrive, or any other CRM when a new lead submits the form. formformform also sends instant email notifications so your team can log leads manually.
How do I embed this form on my website?
After customizing your form, you'll get an iframe embed code you can paste into any page on your website. It works on WordPress, Webflow, Squarespace, Wix, and any custom-built site.
Can I add custom qualification questions for my industry?
Yes. You can add any field type — a dropdown asking about their current tool, a checkbox asking about their biggest challenge, or a number field asking for their team size. Tailor it to the qualifying questions your sales team asks in every discovery call.
How quickly will I be notified of new leads?
Immediately. Every form submission triggers an instant email notification to the address you configure. You can also view all leads in your formformform dashboard and export them at any time.
Can I use this form for a content download or gated resource?
Yes. Adjust the heading and intro paragraph to explain what the prospect will receive after submitting (e.g., 'Fill out this form to download the guide'), then follow up manually or via your email platform with the promised content.
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