Lead Qualification

Qualify new prospects by need, timeframe, budget and role – and capture the right contact details with consent.

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

1

What are you primarily interested in? *

Single choice
- Product information
- Demo or trial access
- Consultation and quote
- Partnership
- Other
2

Within which timeframe do you plan to decide? *

Single choice
- Immediately
- Within 1–3 months
- Within 3–6 months
- Later than 6 months
- Not yet clear
3

Roughly what budget do you have available? *

Single choice
- Under €1,000
- €1,000 – €5,000
- €5,000 – €20,000
- Over €20,000
- Not yet defined
4

What is your role in your company? *

Single choice
- Management
- Department or team lead
- Specialist / staff member
- Procurement
- Other
5

I agree that my details may be stored and processed to contact me and handle my enquiry. *

Consent

Agreement required
6

Your contact details

Contact details
- Name
- Email
- Company

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Frequently asked questions

Are the contact details captured in a GDPR-compliant way?

Yes. A mandatory consent precedes the contact question, so name, email and company are only stored with the person's agreement.

Can I adapt the budget and need options?

Of course. Adapt answer options, budget ranges and roles to your business model and target audience.

Start with this template

Load the template into DataLion, adapt it to your brand and start collecting responses — GDPR-compliant, in minutes.

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