Data capture form template
The latest addition to your sales team might just be a typeform
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
Weed through the jungle leads and select the ones most likely to buy.
What’s vital for conversions? Conversations. Before closing the deal, you need to build trust with your future customers. So hold the door on that elevator pitch for a little while longer—it’s time to listen to your leads.
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.
Pre-sales questionnaire template FAQs:
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.
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