Sales & marketing
Sales and marketing form templates
Free sales and marketing form templates: contact forms, lead qualification, waitlists and a product quiz, each recording the campaign behind every lead.
- Product recommendation quiz template A few questions that end on a product to buy, under one wordmark and one full-screen picture.
- Contact form template A simple way to be reached, routed by topic, with the campaign that sent them recorded.
- Lead qualification form template Sort serious buyers from browsers: size, need and timing, with browsers sent straight to the newsletter.
- Waitlist form template Collect early sign-ups and learn what people would use it for, with the referral link recorded.
- Client intake form template Everything you need before a first call with a new client: services, goals, budget, deadline and their brief.
- Quote request form template Price a job in one pass: the service, the size, how often and where — with office jobs asked different questions.
Forms that know where every lead came from
Every template here reads utm_source and utm_campaign (or a referral code) from the link as
hidden fields, so every response arrives tagged with the campaign that
brought it. You don't need an analytics tool to know which ad sold what.
They're built to convert, too. Each one asks one question at a time and saves every answer as it's given, so even an abandoned form leaves you an email address. On Premium you can read those partial responses. The lead qualification form sends browsers to the newsletter instead of a sales call. The product quiz ends on the product that fits.
Questions people ask
Can leads go straight into my CRM?
Yes. Every completed response can be sent to a webhook as signed JSON, with its hidden fields, for your CRM or an automation tool to pick up.
Can I put these forms on my website?
Yes. Embed any of them inline, as a popup or as a slider. They keep the campaign from the page's link.
Do these forms stop spam?
Yes. Every form checks for bots quietly, with no CAPTCHA for real visitors. See spam protection.