Userforms

Agencies & professional services · 7 questions

Agency new client enquiry form template

Qualify leads before the discovery call. Free to use: sign up, choose the agencies & professional services starter, and this form is ready to edit and send.

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Agency new client enquiry form

  1. Full name *

     

  2. Work email *

     

  3. Company *

     

  4. What do you need help with? *

    Strategy

  5. Budget

    Under $5k

  6. Ideal start date

    DD / MM / YYYY

  7. Tell us about the project

    Type your answer…

The questions

  1. 1. Full nameShort answer
  2. 2. Work emailEmail
  3. 3. CompanyShort answer
  4. 4. What do you need help with?Dropdown
  5. 5. BudgetDropdown
  6. 6. Ideal start dateDate
  7. 7. Tell us about the projectLong answer

Add, remove or reword any question, add logic to skip the ones that don’t apply, and put your own logo and colours on it. Send it as a link, a QR code or an email.

What happens to the answers

Every response is kept, counted and passed to the right person.

  • Every answer in one place

    Responses land in the form's table, with views and completion tracked.

  • The team hears straight away

    Email notifications tell the right people when a new response arrives.

  • Follow-ups that send themselves

    An automation can confirm, remind and ask again, without anyone having to remember.

Automations that come with it

The agencies & professional services starter also sets up these follow-ups as drafts, ready to switch on.

  • Lead follow-up

    Respond to enquiries and follow up until a call is booked.

  • Project kick-off

    Welcome new clients and collect the project brief.

More agency templates

Userforms for agencies and professional services firms

Further reading

Send your agency new client enquiry form today.

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