Business leads can hear about your company's product and services from many different sources. By finding out how the potential customer heard about your company, you can track which promotional and marketing tactics are working and modify your strategies to bring in greater leads. This new lead questionnaire can be used to gather data from your new customers to find out how they learned about your business as well as what services and products they are interested in.
Use our new lead questionnaire to garner more information from your new customers and potential sales leads to further understand what made them contact your company. Find out if they heard about your business through print, online platforms or word of mouth as you can revamp your marketing efforts to target better lead sources. You can also find out whether they have ever made any other purchases from your company or worked with competitors so you can further streamline your business operations to be more competitive in your business industry.
Our new lead questionnaire can be used after speaking with a new lead as it will only take a few moments of their time to complete. There are several category fields pre-built into the form so they can tap their answers directly on the mobile device screen. Then you can gather all the responses from your leads and track marketing and promotional trends that you can later use to your advantage. Categories that are found in this new lead questionnaire:
- Lead contact information
- Products or services customer is interested in
- Questionnaire on how they heard about the company
- Returning client details
- Possible competitors
- Desired follow-up method
- Salesperson's name and initials
Customize Your New Lead Questionnaire Form
We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.
Create Your Own New Lead Questionnaire Form Template
Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.