Lead qualification form template
Qualification is usually something teams do to leads after capture, in spreadsheets and gut calls. This template moves it into the form itself: every question carries a weight, verification adjusts the total, and by the submit tap each lead already sits above or below your threshold, routed accordingly. It is our own qualification story, condensed into one buildable flow.
AI builds it from the recipe below in about 60 seconds
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AI builds this one for you
The recipe below is already specced. Press generate and AI assembles your copy of it, on your branding, with the logic wired in.
What's inside this template
Weighted questions, a verified contact block, and a threshold gate. The scoring happens during capture, not after, and the structure follows the contact-last ordering behind the platform-wide 34% average lift.
- 1
Weighted qualifying questions
Three to five questions where each answer option carries points, budget bands, timelines, fit signals.
buyer_qualificationengagement_first - 2
Contact block, verified
Email and phone check live, and the verification results feed the score rather than sitting beside it.
email_verifyphone_verify - 3
Contact Score computation
Answer weights, verification outcomes, and enrichment combine into one number before the visitor leaves.
contact_score - 4
Threshold routing
Above threshold goes to sales or a buyer now; below goes to nurture or an alternate offer, automatically.
conditional_routing
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. When the score exists at capture, the same traffic yields twice the leads a team can trust enough to act on immediately. The 34% average conversion lift across the platform is measured on funnels with this scoring machinery built in.
The threshold is yours
You define the points and the bar, so qualified means what your economics say it means, not a vendor default.
Lead scoring →Verification feeds the score
A failed phone check drops the total automatically, catching leads that read well but cannot be reached.
Lead verification →Two destinies, one form
Above and below threshold each get their own delivery path, so nothing captured goes to waste.
Distribution & routing →More for general
Lead Generation Form
A general-purpose lead form with qualification and verification wired in from the first step.
GeneralMulti-Step Form
The head pattern itself: engagement questions first, contact fields last, one question per step.
EducationDegree Program Matcher Quiz
Program interest and start-date routing for education lead generation.
Frequently asked questions
How do I choose question weights?
Start from your best customers: the answers they share get the points. The weights are editable, so the model sharpens as closed deals teach you which signals mattered.
What does qualified mean on this template?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. This form is that sentence turned into a working mechanism.
What happens to below-threshold leads?
Whatever you configure: a nurture list, a different offer, a lower-tier buyer, or an unbilled archive. Captured is not the same as delivered.
Go deeper on general lead gen
Start capturing leads that arrive qualified
Generate the scored intake and set your threshold today.