Grow · free template

Lead Qualifier Card

Fast conversational qualifier: need, budget, timeline and authority.

A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 8 questions, 1 page.

Questions
8
Pages
1
Layouts
card
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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Let's see if we're a fit

Are you the decision maker?

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Lead Qualifier Card is built for sales teams, agencies and independent consultants who need to qualify inbound demand before anyone spends time on a call.

  • Sales teams, agencies and independent consultants working in lead generation & sales.
  • Teams who need to qualify inbound demand before anyone spends time on a call without writing code or paying for a custom build.
  • Anyone replacing unqualified enquiries clogging the pipeline with one structured record per enquiry.
  • Respondents are prospects arriving from ads, search and referrals — the form asks them 8 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of unqualified enquiries clogging the pipeline and turns each submission into a record your team can act on immediately.

  • 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Lead Qualifier Card lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered.

  • This template runs as a straight sequence: every respondent sees every question, in order.
  • You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Qualify

  • Full namerequired
  • Work emailrequired
  • Companyrequired
  • Team sizerequired
  • What are you trying to solve?required
  • Budget in mindrequired
  • Timelinerequired
  • Are you the decision maker?

8 questions in total.

Works in this layout

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Frequently asked questions

Is the Lead Qualifier Card template free to use?

Yes. You can preview and test Lead Qualifier Card on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Lead Qualifier Card template ask for?

It asks 8 questions across 1 page, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Lead Qualifier Card form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card layout, restyle it to match your brand, and set who gets notified on each submission.

Can I add conditional logic to this lead generation & sales form?

Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.

Where do responses to the Lead Qualifier Card form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Lead Qualifier Card form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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