Lead Form for Website (Questionnaire + Email)


This Bundle Includes:

  • Comprehensive new lead questionnaire
  • Lead response email template

Having a detailed questionnaire for new leads lets you streamline your potential new client phone call to zero in on your prospects’ exact pain points. Geared toward bookkeepers and accountants, this lead capture form and response email is a huge time-saver when meeting with new leads.

Additional Product Information:

The lead capture questionnaire is designed so you can copy and paste the questions into your own CRM or workflow software lead form on your website. The email template is designed so you can customize it for your own business.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.

Do you need all the workflows related to leads?

New Lead Workflow