back to top

How to Use a Lead Generation Form

As a business owner, you need to know exactly who your customer is. Develop a clear picture in your mind about them and write down a profile of who they are. This includes but is not limited to age, gender, geographical location, interests and income bracket. You should be able to clearly answer who your customer is and what they care about.

The HOMEMAKERS form (that you can download here as a PDF or Excel Spreadsheet) for example, is easy to fill out and can help your business along. Let’s have a look at how these forms work. 

The Form

A lead generation form is usually a web form meant for capturing emails and other information about potential new customers. Lead forms come in many different forms – the most common types being contact forms, registration forms, and even simple newsletter signup forms.

Knowing your client allows you to figure out how your product or service can make their lives easier. This leads to the development of your Unique Selling Point (USP) and lets you set yourself apart from your competitors. 

Basic Info

The first thing you need to do is fill in the company name. On the form, you will see a few sections like date, name, a summary of enquiry lead platform etc. We discuss this briefly below. The date is really important. The space allocated on the form is where you fill in the date the lead came through. If fast service time is essential to your business, add another line indicating the time the lead came through.

You will also have to capture names and surnames. Keep your name and surname blocks separate. This makes it easier to copy directly into your database (where it should also be separated). You will also allocate space for a contact number in the basic information section of your lead form. 

Delve Deeper

Further, you will have to acquire space on your form for a quick summary. This will ensure that no information is lost or forgotten during or after the call. You will also have to write down where the enquiry came from. Enquiries can come from platforms like Facebook, a call, a website visit or email etc.

It is really important to ask where people found your information. This is an important question to ask the potential customer so that you can establish which of your marketing campaigns are working. For example, the person could have gotten your business card at the last Expo or they came across your website when they were searching on Google.

Other Essential Info

You will also have to establish who took down the original lead. You need to know who to go back to if any information is unclear. Most importantly, you will have to establish who will action the lead. Make sure that this person is notified immediately when an enquiry is actioned to them.

See this example of a lead form below or download the templates here as a PDF or Excel Spreadsheet.

Read more about lead generation here.