Pre-Sales Questionnaire
Qualify the deal before the call — needs, stack, budget and decision process in five minutes.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 13 questions, 2 pages, 3 conditional rules.
- Questions
- 13
- Pages
- 2
- Layouts
- card · classic
- Conditional rules
- 3
Searches this template answers
- pre sales questionnaire
- sales questionnaire sample
- sales qualification form
- discovery call questionnaire
- sales intake form
- needs assessment questionnaire sales
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 problem
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
Pre-Sales Questionnaire 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 13 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 allows multiple selections without free text.
- 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 Pre-Sales Questionnaire 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 “Decision timeline” is Now, the form dynamically exposes “Priority routing note”. Otherwise that question never appears.
- Features conditional validation: if “Decision timeline” is Now, “Preferred call times” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Budget range” is Under £1,000 a year, the form dynamically exposes “Self-serve resources”. Otherwise that question never appears.
- All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
A discovery call that begins with 'so, tell me about your business' wastes the most valuable ten minutes of the deal. This questionnaire moves that part before the call. Page one is the problem in the buyer's words: company, role, what they are trying to solve, what they use today, and what is not working about it. Answering those three in writing does something a call cannot — it makes the buyer articulate the problem for themselves, which is often the moment they decide to change. Page two is the deal shape: team size affected, budget range, decision timeline, who else is involved, must-have requirements and preferred call times. It differs from the B2B Qualification Form, which scores an inbound lead against your ideal customer profile before anyone talks to them; this one is deal-specific and sent to someone who already has a call booked. Two rules route the work: an immediate timeline requires call times and shows a priority note, and the lowest budget band reveals self-serve resources.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — The problem
- Companyrequired
- Your rolerequired
- What problem are you trying to solve?required
- What are you using today?required
- What's not working about it?
Page 2 — The deal
- Team size affectedrequired
- Budget range
- Decision timelinerequired
- Who else is involved in the decision?
- Must-have requirementsrequired
- Preferred call times
- Priority routing note
- Self-serve resources
13 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 “Decision timeline”
- Reveals questions
If “Decision timeline” is Now, the form reveals “Priority routing note”.
- Makes answers required
If “Decision timeline” is Now, “Preferred call times” becomes required before the form can be submitted.
Driven by “Budget range”
- Reveals questions
If “Budget range” is Under £1,000 a year, the form reveals “Self-serve resources”.
Set it up step by step
- 1
Set your budget bands
Replace the ranges with your real pricing tiers so the self-serve branch fires at the right point.
- 2
Send it with the invite
Attach the link to the calendar confirmation — completion rates are highest in the hour after a call is booked.
- 3
Keep it to five minutes
Six required questions is the ceiling. Anything longer belongs in the call itself.
- 4
Route by timeline
Set up a notification rule so immediate timelines alert your senior rep rather than waiting in a shared inbox.
Mistakes to avoid
- Asking for budget before asking about the problem, which reads as a price check and depresses the answers.
- Skipping the 'who else is involved' question, then losing the deal to a stakeholder nobody had met.
- Making the questionnaire so long it is completed by nobody, or so short it tells you nothing the calendar invite did not.
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
Read the answers before the call and build the agenda from them, route immediate timelines to a senior rep the same day, and send self-serve material to anyone whose budget clearly sits below your entry tier.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the pre-sales questionnaire, matched on the words people actually search for.
New Client Intake Form
accountbeforebudgetcapturecontact
B2B Qualification Form
budgetcapturecontactenquirygeneration
Demo Request Form
accountcapturecontactdealenquiry
New Customer Form
accountcapturecontactenquirygeneration
Consulting Project Enquiry
budgetcapturecontactdecisionenquiry
Google Business Profile Setup Form
capturecontactenquirygenerationinquiry
Frequently asked questions
Will prospects actually fill this in?
Most do when it arrives with a booked call and takes under five minutes. Framing it as 'so we don't waste your time' works better than calling it a questionnaire.
Should I ask about budget this early?
Ask for a range rather than a number, and ask it after the problem questions. A range filters out mismatches without feeling like a price interrogation.
How is this different from the B2B qualification form?
Qualification scores an inbound lead against your ideal profile. This is sent to a specific prospect with a call already booked, and it is about their deal.
Can I score the answers automatically?
Yes. Add scoring to the timeline, budget and team-size questions in the builder and every submission arrives with a qualification score.
Is the Pre-Sales Questionnaire template free to use?
Yes. You can preview and test Pre-Sales Questionnaire 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 Pre-Sales Questionnaire template ask for?
It asks 13 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 Pre-Sales Questionnaire form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic 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 “Decision timeline” is Now, the form dynamically exposes “Priority routing note”. Otherwise that question never appears. Features conditional validation: if “Decision timeline” is Now, “Preferred call times” becomes mandatory before the form can be sent. Features advanced show logic: if “Budget range” is Under £1,000 a year, the form dynamically exposes “Self-serve resources”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Pre-Sales Questionnaire 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 Pre-Sales Questionnaire 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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