Qualification template / Agency / Services

Agency lead qualification, ready to publish.

Qualify service inquiries by project fit, budget, timing, and buying role before discovery.

No code · Editable questions · Explainable scoring

Sample resultHot
85/ 100

Northstar Studio

  • Budget fits the target range
  • Project starts within 30 days
  • Decision maker submitted the inquiry
Next action

Review the answers and follow up while intent is fresh.

Included workflow

Ask only what changes the next step.

Creative, digital, development, consulting, and other professional-service firms.

  1. 01
    Company nametext · required
  2. 02
    Your nametext · required
  3. 03
    Work emailemail · required
  4. 04
    Country or markettext · required
  5. 05
    Company websiteurl · optional
  6. 06
    What do you need help with?textarea · required
  7. 07
    Project budgetselect · required
  8. 08
    When would you like to start?select · required
  9. 09
    Company typeselect · required
  10. 10
    Your role in the decisionradio · required
Scoring logic

Rules your team can explain.

No opaque AI verdict. Each matched signal contributes visible points and a reason.

+25Budget is inside the target range
+20A near-term project timeline is visible
+20The inquiry comes from a decision maker
+10Website context is available
+10Company profile is available
+15A specific project need is described
FAQ

Before you publish.

Can I change the questions?

Yes. The template is a practical starting point, and you can add custom text, select, or radio questions before publishing.

How is the lead score calculated?

Each template uses visible rules tied to answers such as budget, timing, fit, quantity, or partner resources. Scores are capped at 100 and grouped into Hot, Warm, or Cold.

What happens after I use the template?

After creating an account, the product opens the form builder with this template selected. Publishing creates a hosted form link and a lead inbox.

Use the workflow

Turn the template into your hosted form.

The selected template carries through signup into the form builder.

Use this template