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Lead generation

Client onboarding

Collect everything you need from a new client: goals, budget, brand assets and sign-off.

Use this template

Free forever · Unlimited responses · Edit everything

Answer recall
Personalized with earlier answers
What's inside · 8 questions
  1. 1Welcome aboard! Let's kick things off.
  2. 2What's your company called?
  3. 3Website
  4. 4What are your main goals for this project?
  5. 5What's the budget range?
  6. 6Any hard deadline?
  7. 7Upload brand assets (logo, guidelines)
  8. 8Billing address
  9. 9Project terms
Live preview

Welcome aboard! Let's kick things off.

This brief takes about 6 minutes.

Takes 2 minutes

Made with Shapeform

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1 →
First, who are we talking to?
Type your answer here…
OK
Lead generation

Lead qualification

Qualify inbound leads and route big accounts to a sales call, smaller ones to self-serve.

4 questions·Welcome screen, Contact info, Multiple choice
1 →
Hi! What's your name?
Jane Doe
OK
Lead generation

Contact us

A warm, simple contact form that routes questions by topic.

4 questions·Short text, Email, Multiple choice
1 →
Which best describes your role in this purchase?
AI make the final decision
BI recommend and influence the decision
CI'm researching options for someone else
OK
Lead generation

B2B lead scoring

Score every inbound lead automatically on role, size, budget and urgency, then show hot, warm or nurture endings.

6 questions·Welcome screen, Multiple choice, Dropdown