Ninety Seconds Before the Call
Reps spend the first stretch of discovery calls learning things a form could have asked: company size, current tools, what triggered the search. A pre-call qualification form flips those ninety seconds back to selling — the prospect self-qualifies on their phone while interest is hottest, and the rep joins the call already knowing the shape of the deal.
The Five Answers Every Deal Needs
- The pain, in their words. One short text: what made you look for this now? The word ‘now’ does the qualifying on its own.
- The money. A dropdown of budget bands — bands get answered where blank number fields get guessed.
- The authority. A yes/no: are you the decision maker? If not, who else is in the room?
- The clock. Evaluating this week, this quarter, or someday — another dropdown, another routing signal.
- The alternatives. What else have you tried or considered? Competitor names surface here before the pitch meets them.
Five questions, forty-five seconds on a phone. That is the entire ask — which is exactly why it gets finished.
Route While It’s Warm
The answers should route, not just record. Big band plus near-term clock alerts the senior rep through a self notification before the prospect closes the tab; small band plus ‘someday’ diverts to the nurture track instead of the calendar. Webhooks land every qualified lead in the CRM with answers attached, so no rep ever asks a question the form already answered.
Rescue the Vanished Lead
Prospects get pulled out of forms mid-answers constantly — a call, a meeting, a dog. Every one of those used to be a lost deal. Partial submissions keep whatever was typed — name, email, budget band — and turn a dropped form into a follow-up task with context. (Plan feature; pricing has the details.)
Know Which Channels Produce Buyers
Tag every link with hidden fields and build the variants in seconds with the UTM builder. Six weeks later the question ‘should we keep sponsoring that event?’ has a numeric answer instead of a feeling. More revenue-side formats sit in the sales category, the lead-generation collection, and the lead-generation use case guide.
Frequently Asked Questions
Doesn't a form add friction before the first call?
Forty-five seconds of typing filters out the prospects who would have spent thirty minutes of a rep’s day going nowhere. Friction that removes waste is efficiency.
Should the form be anonymous?
Never for sales. Minimum viable identity: name, email, company. Everything else can stay optional except the pain question.
How do we get reps to actually read the answers?
Deliver the brief into the CRM record automatically. The form that feeds the CRM gets read; the one that feeds an inbox gets ignored.
Can demo requests use the same form?
Yes, with a branch — demo requests skip the budget question and route straight to the product specialist. Same link, different path.