Consulting Project Enquiry
Qualify consulting work properly: scope, budget, timeline, decision-makers and success criteria.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 15 questions, 2 pages, 3 conditional rules.
- Questions
- 15
- Pages
- 2
- Layouts
- classic · card
- Conditional rules
- 3
Searches this template answers
- consulting project enquiry
- consulting enquiry form
- consulting proposal request
- project scoping form
- consultancy request form
Also filed under
Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 2 — The organisation
Every question on this page is currently visible.
Compliance checklist
- 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
Consulting Project Enquiry 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 15 questions across 2 screens.
- 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.
- It captures a phone number for urgent follow-up.
- It pins the request to a specific date.
- Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- 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.
- 1Press “Use this template” — a fresh copy of Consulting Project Enquiry lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 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.
- 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.
- 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 — 3 conditional rules ship with it.
- Features advanced show logic: if “Budget range” is Not yet decided, the form dynamically exposes “Scoping call note”. Otherwise that question never appears.
- Features advanced show logic: if “Other firms approached?” is Yes, the form dynamically exposes “Decision deadline”. Otherwise that question never appears.
- Features conditional validation: if “Other firms approached?” is Yes, “Decision deadline” becomes mandatory before the form can be sent.
- All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
Writing proposals for unqualified enquiries is the most expensive habit in consulting, and the cure is asking five uncomfortable questions before you start. This form asks them in a way clients answer willingly. Scope comes first in their own words, followed by the problem behind the request, which is frequently different. Budget is a band rather than a number, and an undecided answer reveals a plain note explaining that a scoping call comes before any proposal — that single response saves days of speculative writing. Timeline and decision-maker are the two questions that predict whether a project actually starts; an enquiry with no named decision-maker and no timeline is a conversation, not a deal. Asking whether the work has gone to other firms is fair and useful, and a competitive process reveals a deadline question. Success criteria closes the form because a client who can answer it is ready to buy.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — The organisation
- Companyrequired
- Contact namerequired
- Email addressrequired
- Phone number
- Industry
- Company size
Page 2 — The project
- What do you need help with?required
- What problem sits behind that?
- Budget rangerequired
- Scoping call note
- Timelinerequired
- Who signs off on this?
- Other firms approached?
- Decision deadline
- What does success look like?required
15 questions in total.
How the form changes as it's filled in
This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Budget range”
- Reveals questions
If “Budget range” is Not yet decided, the form reveals “Scoping call note”.
Driven by “Other firms approached?”
- Reveals questions
If “Other firms approached?” is Yes, the form reveals “Decision deadline”.
- Makes answers required
If “Other firms approached?” is Yes, “Decision deadline” becomes required before the form can be submitted.
Set it up step by step
- 1
Score enquiries before writing
Budget band, timeline and a named decision-maker are enough to decide whether a proposal is worth the day.
- 2
Sell a paid scoping session
Undecided budgets are not disqualifying — they are an opportunity to charge for the definition work.
- 3
Read the problem, not the request
The second question often reveals a different and larger engagement than the first.
- 4
Use success criteria in the proposal
Quote it back verbatim; proposals that mirror the client's own words win more often.
Mistakes to avoid
- Writing proposals for anyone who emails, regardless of budget or authority.
- Never asking who signs off, then presenting to someone who cannot buy.
- Ignoring a competitive process and missing the decision deadline entirely.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Score the enquiry, book a scoping call where budget is undecided, and write proposals only for projects with a timeline and a named decision-maker.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the consulting project enquiry, matched on the words people actually search for.
New Client Intake Form
agencybudgetcaptureconsultantconsulting
Request a Quote (RFQ) Form
capturecontactenquirygenerationinquiry
Demo Request Form
capturecontactdevelopmentenquirygeneration
Local Service Quote Request
businescapturecontactenquirieenquiry
Press & Media Enquiry
capturecontactenquirieenquiryfounder
Service Area Enquiry Form
capturecontactenquirieenquirygeneration
Frequently asked questions
Will budget questions scare clients away?
Serious buyers answer them. The enquiries lost to a budget question were rarely projects.
What if there is no named decision-maker?
Treat it as early-stage. Offer a workshop or scoping session rather than a full proposal.
Should I ask about competitors?
Yes, neutrally. Knowing it is competitive changes your timeline and how you position, not whether you bid.
What pairs with this form?
The Discovery Call Booking Form for the first conversation, and a Demo Request Form if software is part of the offer.
Is the Consulting Project Enquiry template free to use?
Yes. You can preview and test Consulting Project Enquiry 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 Consulting Project Enquiry template ask for?
It asks 15 questions across 2 pages, 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 Consulting Project Enquiry form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this lead generation & sales form work?
3 conditional rules ship with the template: Features advanced show logic: if “Budget range” is Not yet decided, the form dynamically exposes “Scoping call note”. Otherwise that question never appears. Features advanced show logic: if “Other firms approached?” is Yes, the form dynamically exposes “Decision deadline”. Otherwise that question never appears. Features conditional validation: if “Other firms approached?” is Yes, “Decision deadline” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the Consulting Project Enquiry 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 Consulting Project Enquiry 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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