Pre Sales Form
Gather marketing and sales qualifying information in less time. Streamline digital lead generation. Improve the customer experience and give your sales team the edge they need with this Pre Sales Questionnaire Form from Formsite. Every potential customer relationship can start out on the right foot when you ask questions that help you build trust and save time like those on this sample questionnaire template. This form template makes it easy to collect contact information, current or new product/service details, annual revenue, employee information, and more. Fully editable, this pre sales survey makes sure your salespeople have the data they need when they reach out after a respondent submits this form. Add and remove fields as you see fit. Change multiple choice questions to open answer responses if you need different question types. Our drag and drop editor makes it easy to transform this survey template so that it serves your company's exact needs. Every Formsite form template is mobile-friendly and can be embedded right into your website or shared over email or via social media. Submitted form data is easy to export, too, for use in other software applications including Excel, MS Word, PDF, and your CRM. If you'd like, you can even enable optional notifications, so every time someone submits a form you or someone on your sales team will receive an alert.
Marketing Intake Form
Make sure you always gather the information you need when your marketing agency is considering a new client. Formsite's Marketing Intake Form Template ensures you ask the right questions so your agency can determine which potential clients are a good fit for the services you offer. This sample marketing client intake form template makes it easy to gather relevant information like company name, phone number, short-term and long-term goals, competitor list, as well as the type of marketing services sought such as landing pages, web design, social media content, digital marketing, email marketing, search engine optimization, increasing brand awareness, and more. This new client intake form can be fully customized with our drag and drop editor, so you can add and remove fields until the form is exactly what you need as you seek to find the right clients. Use this new client information form as a lead generation tool by embedding it right in your website or sharing it via social media or email. No coding or knowledge of HTML is necessary. Enable optional notifications so anytime a potential new customer submits a form, you or a member of your staff will receive an alert. All form data is easy to export and use in a wide variety of software formats, too, including Excel, MS Word, Google Suite, PDF, and more.
Client Onboarding Form
Streamline your new client onboarding process with the Client Onboarding Checklist Form Template from Formsite. Make a great first impression with new clients and ensure success by defining workflow expectations, deadlines, and more with this client onboarding checklist template. Regardless of whether you work for a marketing agency, a SaaS company, or a law firm, starting out on the right foot by gathering all necessary information during the customer onboarding process will improve customer success rates and retention. Formsite's sample form template includes questions and fields beneficial to most businesses beginning a new client relationship including the date for the first kickoff call or kickoff meeting, phone numbers and emails for team members on both sides of the working relationship, definitions and timelines for initial deliverables, and more. Because all Formsite forms can be easily tailored to fit your organization and project management style, if this Client Onboarding Checklist Form Template isn't exactly right for the onboarding experience you envision you can edit it with our intuitive drag and drop editor. Once completed, easily embed the form template right into your website or send it out to new customers via email or even social media. All the form data you gather can be exported for use in a wide variety of apps including Microsoft Word, Microsoft Excel, Google Suite, PDF, and your CRM, so staying organized is a breeze.
Sales Lead Form
Turn website visitors into leads with the Sales Lead Form Template from Formsite. Designed to amplify and streamline your sales team's workflow, this powerful lead generation form template enables your sales team to gather essential details directly from potential customers. Formsite's Sales Lead Form Template gets you better leads. Embed it right into your website or landing pages. With optional notifications enabled, your sales team can be alerted as soon as someone submits the contact form, allowing for quick and intelligent follow up. Our sample Sales Lead Form Template includes everything most sales teams need to get in touch including form fields for name, phone number and other contact information, how they learned about your company, how many employees they have, and more. Should you need to gather other information on the Sales Lead Form Template, customize it. Our form builder tool makes tailoring any of our forms easy. There's no need to know how to code or to even get technical. Data gathered can be exported directly into your CRM whether you use HubSpot, Salesforce, or another application. You can also download data into a variety of formats including Excel and MS Word.
Lead Capture Form
Increase lead generation and conversion rates when you use the Lead Capture Form template from Formsite. Don't miss out on potential new customers by using outdated lead forms. Formsite forms are easy to integrate into any website, so you can quickly create a lead generation form and start filling your sales funnel with website visitors. You can also use the form on a dedicated landing page, social media or to capture more leads from your email list. Start with a compelling call to action and then capture quality leads using a user-friendly lead capture form that works on any device. Collect important contact information so that your sales team can quickly follow up with new leads. Never miss out on potential customers again. Use our prebuilt lead form template or quickly build a new form that better suits your needs. Choose from a variety of form fields to collect the information you need like phone number or email address. Each form also comes with optional email notifications so that you can increase conversion rates by notifying your sales team right away. A variety of export options, including Excel, make it easy to sync lead data with Salesforce, Hubspot and more.
Streamline your referral process with the easy-to-use Referral Form Template from Formsite. This flexible template can be used as a patient referral form or a quick way for customers to make a referral for an incentive program. The online referral form easily integrates with a variety of web platforms and is fast to set up and install. You can also create a unique link to the form so that it can be shared on social media. Our prebuilt referral form template gives you everything you need to quickly set up an online referral program. However, the form can also be customized to meet the needs of a variety of other businesses and organizations, including healthcare providers. Use the form to gather patient information in order to make a referral to another physician or department. Perfect for use in an emergency department or urgent care facilities that often refers patients to other specialties such as cardiology, urology, behavioral health and more. Works great on desktop or any mobile device. HIPAA compliance is also available.
Client Intake Form
Create an outstanding customer service experience right from the start with a Client Intake Form Template from Formsite. Gather all of the information you need to build a great relationship with new clients as soon as they come on board. This user-friendly new client intake form template helps businesses streamline the onboarding process. In addition to gathering necessary information such as client contact information or personal information, you can also customize the template to ensure you are asking all the right questions during the intake process. It is the perfect way to ensure that new business becomes recurring business. This template comes with handy features like drag-and-drop form builder functionality and custom branding capabilities. Customizing the Client Intake Form Template to work for your business needs is a snap. Excellent for law firms, real estate agencies, small businesses and more. You can also take advantage of administrative features like email notifications that let your team know when a new client form has been submitted.