Lead Qualification
Qualify new prospects by need, timeframe, budget and role – and capture the right contact details with consent.
The live demo opens the real questionnaire — no signup required.
This template helps your sales team evaluate incoming prospects efficiently. It asks about the primary need, planned timeframe, available budget and the person's role. A preceding consent step ensures the subsequent capture of name, email and company is GDPR-compliant.
When should you use this template?
This template is a great fit for:
- On landing pages and in lead-generation campaigns
- As pre-qualification before a sales conversation
- For enquiries via contact or demo forms
Every question in this template
- 1Single choice
What are you primarily interested in? *
- Product information
- Demo or trial access
- Consultation and quote
- Partnership
- Other
- 2Single choice
Within which timeframe do you plan to decide? *
- Immediately
- Within 1–3 months
- Within 3–6 months
- Later than 6 months
- Not yet clear
- 3Single choice
Roughly what budget do you have available? *
- Under €1,000
- €1,000 – €5,000
- €5,000 – €20,000
- Over €20,000
- Not yet defined
- 4Single choice
What is your role in your company? *
- Management
- Department or team lead
- Specialist / staff member
- Procurement
- Other
- 5Consent
I agree that my details may be stored and processed to contact me and handle my enquiry. *
- 6Contact details
Your contact details
- Name
- Company
Related survey templates
- General FeedbackCollect quick and simple general feedback on your company, product or service – including an overall rating and recommendation.
- CSRD Double Materiality Assessment (Stakeholder Survey)Stakeholders rate the ESRS topic areas by impact and financial materiality – the data basis for your CSRD materiality matrix.
- AI Readiness Check (Organisation)Self-assessment of AI maturity across four dimensions: strategy, data & technology, skills and governance. For leadership and department heads.
- Contact Form (GDPR)A lean, GDPR-compliant contact form with subject, message, contact details and explicit consent to be contacted.
Frequently asked questions
Are the contact details captured in a GDPR-compliant way?
Can I adapt the budget and need options?
Start with this template
Load the template into DataLion, adapt it to your brand and start collecting responses — GDPR-compliant, in minutes.