Pre-sales questionnaire template
Conversations drive conversion. Select high-quality leads based on the insights you get from this form.
Collect up to 3.5x more data with Typeform
With Typeform, you can customize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
You don’t need to take every lead out to dinner before you start selling to them. But it does save everyone a lot of time if you add a pre-sales questionnaire to your sales process. It helps your sales reps focus on leads that are likely to convert.
While a sales funnel brimming with leads is great, you need to focus on the ones who are most likely to buy. So, before you start pitching your solution, ask what problem they’re trying to solve.
A pre-sales questionnaire works like a quality check for your leads. It helps you separate the wheat from the chaff, before spending more time and resources on them. You can find out how great of a match your products are for their problems. That way your sales reps can hop on that first sales call with a tailored strategy, well-prepared, and ready to make them an offer they can’t refuse.
Get inspired by relevant templates and categories
3200+ Templates, 300+ Integrations
